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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

378 hedge funds and large institutions have $4.88B invested in iShares Russell Mid-Cap Value ETF in 2016 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 127 increasing their positions, 121 reducing their positions, and 10 closing their positions.

Holders
378
Holders Change
+28
Holders Change %
+8%
% of All Funds
10.1%
Holding in Top 10
29
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+26.09%
% of All Funds
0.77%
New
40
Increased
127
Reduced
121
Closed
10
Calls
$2.88M
Puts
$4.17M
Net Calls
-$1.28M
Net Calls Change
-$713K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$93.8M
2
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$105M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$49.5M
4
NSCM
4
New South Capital Management
Tennessee
$37.4M
5
Ohio Public Employees Retirement System (OPERS)
5
Ohio Public Employees Retirement System (OPERS)
Ohio
$32.1M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$13.9M
2
American Century Companies
2
American Century Companies
Missouri
$247M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$387M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$192M
5
BWM
5
Braver Wealth Management
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PFG
51
Piershale Financial Group
Illinois
$11.8M 159,101 +159,101 New
MA
52
MUFG Americas
New York
$11.7M 157,037 +3,991 +3%
BCIM
53
Bishop & Co Investment Management
Pennsylvania
$11.4M 153,306 -668 -0.4%
CIBC Private Wealth Group
54
CIBC Private Wealth Group
Georgia
$10.9M 146,682 -47 -0%
PWAG
55
Polaris Wealth Advisory Group
California
$10.6M 142,695 -2,003 -1%
HWA
56
Heritage Wealth Advisors
Virginia
$10.1M 136,175 +10,459 +8%
OCM
57
One Capital Management
California
$10M 134,655 -3,803 -3%
I2I
58
Insight 2811 Inc
Illinois
$9.19M 123,724 -4,961 -4%
IWA
59
Inspirion Wealth Advisors
Illinois
$9.12M 122,729 +7,155 +6%
HFBOT
60
Home Federal Bank of Tennessee
Tennessee
$8.08M 108,820 +1,447 +1%
LFWA
61
LBJ Family Wealth Advisors
Texas
$7.85M 105,700 – –
FMT
62
First Mercantile Trust
Tennessee
$7.72M 103,965 -396 -0.4%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$7.41M 99,783 +23,689 +31%
CPIG
64
Chicago Partners Investment Group
Illinois
$7.36M 99,058 +4,072 +4%
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$6.84M 92,019 +301 +0.3%
NFA
66
Nationwide Fund Advisors
Ohio
$6.82M 91,745 -22,728 -20%
SCM
67
Sterling Capital Management
North Carolina
$6.69M 90,092 -8,420 -9%
VNIM
68
Vaughan Nelson Investment Management
Texas
$6.67M 89,790 +69,785 +349%
CAN
69
Cetera Advisor Networks
California
$6.36M 85,537 -2,745 -3%
RC
70
Rinet Company
Massachusetts
$6.3M 84,826 -41,839 -33%
IAA
71
Ironsides Asset Advisors
North Carolina
$6.15M 82,810 +310 +0.4%
MFS
72
MSI Financial Services
Massachusetts
$5.81M 78,194 +2,958 +4%
FC
73
Forte Capital
New York
$5.6M 75,314 +980 +1%
FHA
74
First Horizon Advisors
Tennessee
$5.52M 74,373 +261 +0.4%
GLI
75
Guardian Life Insurance
New York
$5.52M 74,332 – –
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