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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 %
SCM
51
Sterling Capital Management
North Carolina
$15.1M 168,898 +6,526 +4%
AMG
52
Asset Management Group
Connecticut
$15M 168,134 +2,490 +2%
GLI
53
Guardian Life Insurance
New York
$14.5M 162,558 +88,226 +119%
BCIM
54
Bishop & Co Investment Management
Pennsylvania
$14.5M 162,420 +2,389 +1%
Fifth Third Bancorp
55
Fifth Third Bancorp
Ohio
$14M 157,342 +2,976 +2%
NSCM
56
New South Capital Management
Tennessee
$13.2M 148,400 -103,700 -41%
HWA
57
Heritage Wealth Advisors
Virginia
$12.5M 140,283 -1,149 -0.8%
OCM
58
One Capital Management
California
$12.1M 136,175 -3,501 -3%
JFG
59
JMG Financial Group
Illinois
$12M 134,913 -1,313 -1%
LFWA
60
LBJ Family Wealth Advisors
Texas
$11.7M 130,932 +707 +0.5%
HAFS
61
Hapanowicz & Associates Financial Services
Pennsylvania
$10.8M 119,740 +643 +0.5%
HighTower Advisors
62
HighTower Advisors
Illinois
$10.8M 121,050 -7,154 -6%
BTS
63
BB&T Securities
Virginia
$10.8M 120,713 +5,444 +5%
FHA
64
First Horizon Advisors
Tennessee
$10.8M 120,595 +3,546 +3%
MA
65
MUFG Americas
New York
$10.5M 117,598 +761 +0.7%
RWM
66
Ritholtz Wealth Management
New York
$10.3M 115,407 +9,182 +9%
HFBOT
67
Home Federal Bank of Tennessee
Tennessee
$10.2M 113,993 -450 -0.4%
AWM
68
AE Wealth Management
Kansas
$10M 112,551 +24,283 +28%
SAM
69
Sentinel Asset Management
Vermont
$9.88M 99,481 -221,160 -69%
SS
70
Simplicity Solutions
Minnesota
$9.81M 110,003 +110,003 New
Stifel Financial
71
Stifel Financial
Missouri
$9.71M 109,299 +1,968 +2%
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$9.63M 107,979 -1,807 -2%
PC
73
Port Capital
Illinois
$9.56M 107,251 +107,251 New
SPIA
74
Steward Partners Investment Advisory
New York
$9.26M 103,858 +21,414 +26%
RT
75
Rockland Trust
Massachusetts
$8.47M 94,973 +91,807 +2,900%
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