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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 %
GEA
526
Glen Eagle Advisors
New Jersey
$1.53K 20 – –
WB
527
Webster Bank
Connecticut
$1K 14 – –
BRC
528
Bell Rock Capital
Delaware
$1K 15 +3 +25%
HI
529
Human Investing
Oregon
$1K 10 +10 New
QCIG
530
Quad-Cities Investment Group
Iowa
$1K 10 +10 New
CWM
531
Cornerstone Wealth Management
Missouri
– – -145,026 Closed
GG
532
GenWealth Group
New Jersey
– – -127,174 Closed
FTS
533
Fifth Third Securities
Ohio
– – -38,965 Closed
SRSA
534
S.R. Schill & Associates
Washington
– – -33,835 Closed
CIBC World Market
535
CIBC World Market
Ontario, Canada
– – -10,110 Closed
New York State Common Retirement Fund
536
New York State Common Retirement Fund
New York
– – -8,350 Closed
SI
537
Sapience Investments
California
– – -8,350 Closed
WA
538
WESPAC Advisors
California
– – -8,252 Closed
Susquehanna International Group
539
Susquehanna International Group
Pennsylvania
– – -5,673 Closed
MOACM
540
Mutual of America Capital Management
New York
– – -5,320 Closed
Two Sigma Advisers
541
Two Sigma Advisers
New York
– – -5,300 Closed
PFC
542
Personal Financial Consultants
California
– – -4,626 Closed
SCM
543
Sterneck Capital Management
Missouri
– – -4,440 Closed
VDI
544
Vaughan David Investments
Illinois
– – -4,352 Closed
RWM
545
Ritholtz Wealth Management
New York
– – -4,050 Closed
PA
546
Pinnacle Associates
New York
– – -3,967 Closed
TSWM
547
Triangle Securities Wealth Management
North Carolina
– – -3,710 Closed
TYCC
548
Texas Yale Capital Corp
Florida
– – -3,608 Closed
PWMAG
549
Pinnacle Wealth Management Advisory Group
New Jersey
– – -3,450 Closed
SXL
550
Summit X LLC
Missouri
– – -3,263 Closed
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