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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 %
Verition Fund Management
501
Verition Fund Management
Connecticut
– – -3,363 Closed
MHS
502
M Holdings Securities
Oregon
– – -3,128 Closed
I
503
IberiaBank
Louisiana
– – -2,680 Closed
BA
504
Bristlecone Advisors
Washington
– – -1,422 Closed
LM
505
Legg Mason
Maryland
– – -1,336 Closed
OAM
506
Oppenheimer Asset Management
New York
– – -738 Closed
GBBWRPM
507
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
– – -620 Closed
Thrivent Financial for Lutherans
508
Thrivent Financial for Lutherans
Minnesota
– – -594 Closed
CGT
509
Capital Guardian Trust
California
– – -512 Closed
AC
510
Alexandria Capital
Virginia
– – -347 Closed
PWM
511
Perigon Wealth Management
California
– – -308 Closed
AIS
512
Accurate Investment Solutions
Pennsylvania
– – -260 Closed
BCM
513
Blume Capital Management
California
– – -255 Closed
CCM
514
Covington Capital Management
California
– – -250 Closed
KF
515
Krilogy Financial
Missouri
– – -211 Closed
NFG
516
Next Financial Group
Texas
– – -154 Closed
BGIM
517
Brandywine Global Investment Management
Pennsylvania
– – -153 Closed
HFM
518
Hartford Financial Management
Connecticut
– – -80 Closed
ACM
519
Aviance Capital Management
Florida
– – -6 Closed
LYV
520
Live Your Vision
Pennsylvania
– – – –
CG
521
Cutler Group
California
– – – –
GAM
522
Gemmer Asset Management
California
– – – –
Parallax Volatility Advisers
523
Parallax Volatility Advisers
California
$0 1 – –
Balyasny Asset Management
524
Balyasny Asset Management
Illinois
– – – –
GI
525
Gradient Investments
Minnesota
$0 5 +5 New
17 18 19 20
21