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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

436 hedge funds and large institutions have $6.38B invested in iShares Russell Mid-Cap Value ETF in 2017 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 134 increasing their positions, 147 reducing their positions, and 32 closing their positions.

Holders
436
Holders Change
-1
Holders Change %
-0.23%
% of All Funds
10.89%
Holding in Top 10
27
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-18.18%
% of All Funds
0.67%
New
37
Increased
134
Reduced
147
Closed
32
Calls
$1.02M
Puts
$1.37M
Net Calls
-$350K
Net Calls Change
+$3.24M

Top Buyers

1
TF
1
TIAA FSB
Florida
$1.25B
2
Ameriprise
2
Ameriprise
Minnesota
$147M
3
LPL Financial
3
LPL Financial
California
$68.1M
4
American Century Companies
4
American Century Companies
Missouri
$340M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$328M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$37.8M
2
LFAS
2
Level Four Advisory Services
Texas
$293K
3
TFA
3
Transamerica Financial Advisors
Florida
$1K
4
Stifel Financial
4
Stifel Financial
Missouri
$25.8M
5
BFG
5
Barber Financial Group
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SF
26
Synovus Financial
Georgia
$27.4M 326,089 +10,920 +3%
Truist Financial
27
Truist Financial
North Carolina
$27.2M 323,466 -9,267 -3%
KeyBank National Association
28
KeyBank National Association
Ohio
$27.1M 322,207 -7,191 -2%
SAM
29
Sentinel Asset Management
Vermont
$26.9M 319,821 +146,300 +84%
WSTAM
30
Wilbanks Smith & Thomas Asset Management
Virginia
$25.9M 307,701 +274 +0.1%
Stifel Financial
31
Stifel Financial
Missouri
$25.8M 306,532 -175,896 -36%
UB
32
UMB Bank
Missouri
$23.1M 274,161 -5,989 -2%
RJA
33
Raymond James & Associates
Florida
$21.5M 255,841 -62,720 -20%
HSBC Holdings
34
HSBC Holdings
United Kingdom
$21.1M 251,419 -36,837 -13%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$20.9M 249,107 -60,651 -20%
BF
36
BOK Financial
Oklahoma
$20.6M 245,339 +7,028 +3%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$20.5M 243,748 +8,870 +4%
NSCM
38
New South Capital Management
Tennessee
$18.2M 216,150 +62,550 +41%
JIC
39
Johnson Investment Counsel
Ohio
$17M 202,311 -4,012 -2%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$16.6M 197,261 +514 +0.3%
MML Investors Services
41
MML Investors Services
Massachusetts
$16.4M 194,930 +194,930 New
FPIS
42
Financial Planning & Information Services
Wisconsin
$16.4M 194,527 -785 -0.4%
ANTB
43
AMG National Trust Bank
Colorado
$15.4M 183,482 -1,586 -0.9%
CIBC Private Wealth Group
44
CIBC Private Wealth Group
Georgia
$14.8M 175,986 -1,327 -0.7%
IWA
45
Inspirion Wealth Advisors
Illinois
$14.5M 172,521 +15,811 +10%
NP
46
NorthRock Partners
Minnesota
$14.3M 170,369 +2,537 +2%
Ohio Public Employees Retirement System (OPERS)
47
Ohio Public Employees Retirement System (OPERS)
Ohio
$14M 166,500 +65,400 +65%
AMG
48
Asset Management Group
Connecticut
$13.8M 164,311 -1,889 -1%
BCIM
49
Bishop & Co Investment Management
Pennsylvania
$13.7M 162,962 +4,689 +3%
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$13.7M 162,875 -18,242 -10%
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