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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

531 hedge funds and large institutions have $7.31B invested in iShares Russell Mid-Cap Value ETF in 2018 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 180 increasing their positions, 137 reducing their positions, and 60 closing their positions.

Holders
531
Holders Change
+28
Holders Change %
+5.57%
% of All Funds
11.85%
Holding in Top 10
28
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.7%
% of All Funds
0.62%
New
94
Increased
180
Reduced
137
Closed
60
Calls
$214K
Puts
$775K
Net Calls
-$561K
Net Calls Change
-$642K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$391M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$75.3M
3
FIA
3
Foundations Investment Advisors
Arizona
$41M
4
ACA
4
Anchor Capital Advisors
Massachusetts
$42.6M
5
TSW
5
Thompson Siegel & Walmsley
Virginia
$45.6M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$193M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$342M
3
SS
3
Simplicity Solutions
Minnesota
$616K
4
AWM
4
AE Wealth Management
Kansas
$589K
5
GG
5
GenWealth Group
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$38.5M 504,597 +11,816 +2%
US Bancorp
27
US Bancorp
Minnesota
$33.5M 438,125 +83,894 +24%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$32.5M 426,232 +15,127 +4%
M&T Bank
29
M&T Bank
New York
$32M 419,704 +28,773 +7%
RJA
30
Raymond James & Associates
Florida
$31.7M 414,788 +160,936 +63%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$28.9M 377,903 +119,634 +46%
Truist Financial
32
Truist Financial
North Carolina
$26.5M 346,981 +19,991 +6%
SF
33
Synovus Financial
Georgia
$26.4M 345,987 +3,090 +0.9%
SC
34
Sasco Capital
Connecticut
$26.1M 342,330 +300,060 +710%
WWM
35
Windsor Wealth Management
Indiana
$25.7M 336,262 +3,354 +1%
CPIG
36
Chicago Partners Investment Group
Illinois
$24.8M 308,788 -2,954 -0.9%
KeyBank National Association
37
KeyBank National Association
Ohio
$22M 288,768 +2,931 +1%
CP
38
Covenant Partners
Tennessee
$19M 249,426 +249,426 New
WSTAM
39
Wilbanks Smith & Thomas Asset Management
Virginia
$18.2M 238,644 -4,466 -2%
MMEA
40
Main Management ETF Advisors
California
$18.1M 236,800 +236,800 New
BF
41
BOK Financial
Oklahoma
$17M 223,269 +21,965 +11%
NP
42
NorthRock Partners
Minnesota
$17M 222,271 +13,828 +7%
NSCM
43
New South Capital Management
Tennessee
$16.2M 211,969 +141,135 +199%
CG
44
Colony Group
Massachusetts
$16.2M 211,777 +211,777 New
RP
45
Reinhart Partners
Wisconsin
$16.1M 210,740 +210,740 New
Ohio Public Employees Retirement System (OPERS)
46
Ohio Public Employees Retirement System (OPERS)
Ohio
$15.6M 203,884 +159,350 +358%
HWA
47
Heritage Wealth Advisors
Virginia
$14.6M 190,612 +8,837 +5%
CIBC Private Wealth Group
48
CIBC Private Wealth Group
Georgia
$14.3M 187,200 +7,897 +4%
ANTB
49
AMG National Trust Bank
Colorado
$13.8M 181,287 -239 -0.1%
JIC
50
Johnson Investment Counsel
Ohio
$13.6M 178,676 +3,526 +2%
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