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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

437 hedge funds and large institutions have $6.15B invested in iShares Russell Mid-Cap Value ETF in 2017 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 127 increasing their positions, 157 reducing their positions, and 36 closing their positions.

Holders
437
Holders Change
+5
Holders Change %
+1.16%
% of All Funds
10.9%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.82%
New
45
Increased
127
Reduced
157
Closed
36
Calls
$4.22M
Puts
$7.81M
Net Calls
-$3.59M
Net Calls Change
-$401K

Top Buyers

1
UBS AM
1
UBS AM
Illinois
$63.6M
2
TCT
2
TIAA CREF Trust
Missouri
$1.17B
3
Morgan Stanley
3
Morgan Stanley
New York
$369M
4
Stifel Financial
4
Stifel Financial
Missouri
$40M
5
Victory Capital Management
5
Victory Capital Management
Texas
$153M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$10.8M
2
American Century Companies
2
American Century Companies
Missouri
$295M
3
Wells Fargo
3
Wells Fargo
California
$419M
4
Jane Street
4
Jane Street
New York
$0
5
US Bancorp
5
US Bancorp
Minnesota
$31.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$27.6M 332,733 -18,926 -5%
KeyBank National Association
27
KeyBank National Association
Ohio
$27.3M 329,398 -19,199 -6%
RJA
28
Raymond James & Associates
Florida
$26.4M 318,561 +26,961 +9%
SF
29
Synovus Financial
Georgia
$26.2M 315,169 +12,193 +4%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$25.7M 309,758 -103,101 -25%
ZB
31
Zions Bancorporation
Utah
$25.6M 308,523 -163 -0.1%
WSTAM
32
Wilbanks Smith & Thomas Asset Management
Virginia
$25.5M 307,427 +8,600 +3%
HSBC Holdings
33
HSBC Holdings
United Kingdom
$23.9M 288,256 +50,266 +21%
UB
34
UMB Bank
Missouri
$23.3M 280,150 +7,543 +3%
Goldman Sachs
35
Goldman Sachs
New York
$21.3M 256,762 +46,181 +22%
BF
36
BOK Financial
Oklahoma
$19.8M 238,311 +12,137 +5%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$19.5M 234,878 +33,931 +17%
BFEC
38
Benjamin F. Edwards & Company
Missouri
$18M 217,330 +217,180 +144,787%
JIC
39
Johnson Investment Counsel
Ohio
$17.1M 206,323 -7,324 -3%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$16.3M 196,747 -4,445 -2%
FPIS
41
Financial Planning & Information Services
Wisconsin
$16.2M 195,312 -4,124 -2%
CPIG
42
Chicago Partners Investment Group
Illinois
$15.7M 189,434 +61,914 +49%
ANTB
43
AMG National Trust Bank
Colorado
$15.4M 185,068 -1,497 -0.8%
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$15M 181,117 +3,289 +2%
CIBC Private Wealth Group
45
CIBC Private Wealth Group
Georgia
$14.7M 177,313 +12,499 +8%
SAM
46
Sentinel Asset Management
Vermont
$14.4M 173,521 – –
BFG
47
Barber Financial Group
Kansas
$14.3M 172,872 +172,872 New
NP
48
NorthRock Partners
Minnesota
$13.9M 167,832 -1,715 -1%
AMG
49
Asset Management Group
Connecticut
$13.8M 166,200 -4,644 -3%
BCIM
50
Bishop & Co Investment Management
Pennsylvania
$13.1M 158,273 -784 -0.5%
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