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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

437 hedge funds and large institutions have $6.15B invested in iShares Russell Mid-Cap Value ETF in 2017 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 127 increasing their positions, 157 reducing their positions, and 36 closing their positions.

Holders
437
Holders Change
+5
Holders Change %
+1.16%
% of All Funds
10.9%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.82%
New
45
Increased
127
Reduced
157
Closed
36
Calls
$4.22M
Puts
$7.81M
Net Calls
-$3.59M
Net Calls Change
-$401K

Top Buyers

1
UBS AM
1
UBS AM
Illinois
$63.6M
2
TCT
2
TIAA CREF Trust
Missouri
$1.17B
3
Morgan Stanley
3
Morgan Stanley
New York
$369M
4
Stifel Financial
4
Stifel Financial
Missouri
$40M
5
Victory Capital Management
5
Victory Capital Management
Texas
$153M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$10.8M
2
American Century Companies
2
American Century Companies
Missouri
$295M
3
Wells Fargo
3
Wells Fargo
California
$419M
4
Jane Street
4
Jane Street
New York
$0
5
US Bancorp
5
US Bancorp
Minnesota
$31.3M
Name Market Value Shares Shares
Change 		Shares
Change %
IWA
51
Inspirion Wealth Advisors
Illinois
$13M 156,710 +22,517 +17%
NSCM
52
New South Capital Management
Tennessee
$12.7M 153,600 -105,980 -41%
FIG
53
FundX Investment Group
California
$12.6M 151,459 -42,900 -22%
SCM
54
Sterling Capital Management
North Carolina
$12M 144,912 -5,669 -4%
JFG
55
JMG Financial Group
Illinois
$12M 144,482 -4,805 -3%
HWA
56
Heritage Wealth Advisors
Virginia
$11.6M 139,801 +2,732 +2%
PWAG
57
Polaris Wealth Advisory Group
California
$10.9M 131,204 -4,277 -3%
MA
58
MUFG Americas
New York
$10.9M 130,976 +3,840 +3%
OCM
59
One Capital Management
California
$10.8M 130,341 -5,617 -4%
AssetMark Inc
60
AssetMark Inc
California
$10.8M 130,093 -1,056,193 -89%
LFWA
61
LBJ Family Wealth Advisors
Texas
$9.7M 116,934 +479 +0.4%
CIM
62
Confluence Investment Management
Missouri
$9.65M 116,326 +116,326 New
HFBOT
63
Home Federal Bank of Tennessee
Tennessee
$9.39M 113,193 -314 -0.3%
WFWM
64
Wechter Feldman Wealth Management
New Jersey
$9.35M 112,599 +1,884 +2%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$9.2M 110,894 +61,180 +123%
I2I
66
Insight 2811 Inc
Illinois
$9.16M 110,373 -3,045 -3%
HAFS
67
Hapanowicz & Associates Financial Services
Pennsylvania
$8.65M 105,015 -10,147 -9%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$8.58M 103,388 +6,891 +7%
FHA
69
First Horizon Advisors
Tennessee
$8.51M 102,535 +18,182 +22%
Ohio Public Employees Retirement System (OPERS)
70
Ohio Public Employees Retirement System (OPERS)
Ohio
$8.39M 101,100 -36,000 -26%
BTS
71
BB&T Securities
Virginia
$8.17M 98,445 +82,249 +508%
HIMCH
72
Hartford Investment Management Co (HIMCO)
Connecticut
$7.57M 91,229 -25,275 -22%
AG
73
Advisor Group
Arizona
$7.56M 91,119 -9,959 -10%
FMT
74
First Mercantile Trust
Tennessee
$7.4M 89,167 -711 -0.8%
PFG
75
Piershale Financial Group
Illinois
$7.29M 87,865 +26,549 +43%
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