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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

432 hedge funds and large institutions have $5.89B invested in iShares Russell Mid-Cap Value ETF in 2016 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 144 increasing their positions, 120 reducing their positions, and 29 closing their positions.

Holders
432
Holders Change
+48
Holders Change %
+12.5%
% of All Funds
10.82%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.78%
New
80
Increased
144
Reduced
120
Closed
29
Calls
$5.35M
Puts
$8.54M
Net Calls
-$3.19M
Net Calls Change
-$624K

Top Buyers

1
TCT
1
TIAA CREF Trust
Missouri
$1.07B
2
Wells Fargo
2
Wells Fargo
California
$429M
3
American Century Companies
3
American Century Companies
Missouri
$362M
4
Victory Capital Management
4
Victory Capital Management
Texas
$119M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$262M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$16.9M
2
AssetMark Inc
2
AssetMark Inc
California
$95.4M
3
GAMA
3
Graticule Asia Macro Advisors
New York
$0
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$399M
5
Ohio Public Employees Retirement System (OPERS)
5
Ohio Public Employees Retirement System (OPERS)
Ohio
$11.5M
Name Market Value Shares Shares
Change 		Shares
Change %
KeyBank National Association
26
KeyBank National Association
Ohio
$28M 348,597 -2,967 -0.8%
LFAS
27
Level Four Advisory Services
Texas
$27.6M 343,530 +343,530 New
ZB
28
Zions Bancorporation
Utah
$24.8M 308,686 +72,254 +31%
SF
29
Synovus Financial
Georgia
$24.4M 302,976 +11,076 +4%
WSTAM
30
Wilbanks Smith & Thomas Asset Management
Virginia
$24M 298,827 +3,466 +1%
RJA
31
Raymond James & Associates
Florida
$23.5M 291,600 +30,759 +12%
UB
32
UMB Bank
Missouri
$21.9M 272,607 +4,176 +2%
NSCM
33
New South Capital Management
Tennessee
$20.9M 259,580 -33,715 -11%
HSBC Holdings
34
HSBC Holdings
United Kingdom
$19.1M 237,990 -63,095 -21%
BF
35
BOK Financial
Oklahoma
$18.2M 226,174 +3,575 +2%
JIC
36
Johnson Investment Counsel
Ohio
$17.2M 213,647 -1,931 -0.9%
Goldman Sachs
37
Goldman Sachs
New York
$16.9M 210,581 -146,071 -41%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$16.2M 200,947 +3,827 +2%
FPIS
39
Financial Planning & Information Services
Wisconsin
$16M 199,436 -4,390 -2%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$16M 201,192 +9,200 +5%
FIG
41
FundX Investment Group
California
$15.6M 194,359 -3,600 -2%
ANTB
42
AMG National Trust Bank
Colorado
$15M 186,565 -685 -0.4%
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$14.3M 177,828 +8,466 +5%
SAM
44
Sentinel Asset Management
Vermont
$14M 173,521 -12,189 -7%
AMG
45
Asset Management Group
Connecticut
$13.7M 170,844 +5,181 +3%
NP
46
NorthRock Partners
Minnesota
$13.6M 169,547 +5,687 +3%
CIBC Private Wealth Group
47
CIBC Private Wealth Group
Georgia
$13.3M 164,814 +17,762 +12%
BCIM
48
Bishop & Co Investment Management
Pennsylvania
$12.8M 159,057 +6,796 +4%
SCM
49
Sterling Capital Management
North Carolina
$12.1M 150,581 +14,305 +10%
JFG
50
JMG Financial Group
Illinois
$12M 149,287 -8,670 -5%
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