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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

489 hedge funds and large institutions have $7.57B invested in iShares Russell Mid-Cap Value ETF in 2017 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 152 increasing their positions, 137 reducing their positions, and 30 closing their positions.

Holders
489
Holders Change
+55
Holders Change %
+12.67%
% of All Funds
11.11%
Holding in Top 10
33
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+22.22%
% of All Funds
0.75%
New
87
Increased
152
Reduced
137
Closed
30
Calls
$205K
Puts
$2.86M
Net Calls
-$2.66M
Net Calls Change
-$27.7M

Top Buyers

1
SGAM
1
Stephens Group Asset Management
Arkansas
$79.7M
2
TF
2
TIAA FSB
Florida
$1.98B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$485M
4
Bank of America
4
Bank of America
North Carolina
$335M
5
WWM
5
Windsor Wealth Management
Indiana
$29.3M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$267M
2
SI
2
Stephens Inc
Arkansas
$97M
3
SAM
3
Sentinel Asset Management
Vermont
$9.88M
4
Victory Capital Management
4
Victory Capital Management
Texas
$164M
5
Ohio Public Employees Retirement System (OPERS)
5
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.27M
Name Market Value Shares Shares
Change 		Shares
Change %
LFAS
26
Level Four Advisory Services
Texas
$31.1M 349,356 +197 +0.1%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$30.8M 345,443 -4,657 -1%
TSW
28
Thompson Siegel & Walmsley
Virginia
$29.5M 331,241 +103,825 +46%
WWM
29
Windsor Wealth Management
Indiana
$29.3M 328,234 +328,234 New
SF
30
Synovus Financial
Georgia
$29.1M 326,469 +6,077 +2%
RJA
31
Raymond James & Associates
Florida
$28M 313,664 +44,977 +17%
WSTAM
32
Wilbanks Smith & Thomas Asset Management
Virginia
$27.8M 312,055 +1,380 +0.4%
KeyBank National Association
33
KeyBank National Association
Ohio
$27.5M 308,227 -1,014 -0.3%
FWIA
34
Fort Washington Investment Advisors
Ohio
$26.8M 301,000 +298,600 +12,442%
Truist Financial
35
Truist Financial
North Carolina
$26.6M 298,113 -3,406 -1%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$24.8M 278,462 +26,394 +10%
CPIG
37
Chicago Partners Investment Group
Illinois
$24.6M 276,081 +21,388 +8%
UB
38
UMB Bank
Missouri
$23.9M 268,142 -230 -0.1%
BF
39
BOK Financial
Oklahoma
$20.9M 233,919 +5,158 +2%
HSBC Holdings
40
HSBC Holdings
United Kingdom
$20.7M 232,630 -2,300 -1%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$20.2M 227,119 -5,876 -3%
NP
42
NorthRock Partners
Minnesota
$17.4M 195,268 +8,831 +5%
MML Investors Services
43
MML Investors Services
Massachusetts
$17.3M 194,180 -4,057 -2%
FPIS
44
Financial Planning & Information Services
Wisconsin
$17.1M 191,924 -1,096 -0.6%
ANTB
45
AMG National Trust Bank
Colorado
$16.6M 186,293 +2,174 +1%
CIBC Private Wealth Group
46
CIBC Private Wealth Group
Georgia
$16.5M 185,371 +1,446 +0.8%
JIC
47
Johnson Investment Counsel
Ohio
$16.5M 185,349 -8,971 -5%
IWA
48
Inspirion Wealth Advisors
Illinois
$16.2M 181,321 +1,318 +0.7%
PWAG
49
Polaris Wealth Advisory Group
California
$16.1M 180,245 +15,906 +10%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$16.1M 180,045 -18,701 -9%
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