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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 %
SCM
51
Sterling Capital Management
North Carolina
$12.8M 167,922 +37,759 +29%
Goldman Sachs
52
Goldman Sachs
New York
$12.8M 167,065 -63,192 -27%
AMG
53
Asset Management Group
Connecticut
$12.7M 166,863 +1,331 +0.8%
RT
54
Rockland Trust
Massachusetts
$12.6M 164,818 +18,230 +12%
TAIM
55
TD Ameritrade Investment Management
Nebraska
$12.6M 164,627 +44,558 +37%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$12.5M 164,179 +1,942 +1%
BCIM
57
Bishop & Co Investment Management
Pennsylvania
$12.5M 163,667 +399 +0.2%
HSBC Holdings
58
HSBC Holdings
United Kingdom
$12.3M 161,380 -36,640 -19%
PWAG
59
Polaris Wealth Advisory Group
California
$11.8M 154,823 -1,916 -1%
Fifth Third Bancorp
60
Fifth Third Bancorp
Ohio
$11.7M 153,260 +9,233 +6%
HighTower Advisors
61
HighTower Advisors
Illinois
$11.5M 150,436 +23,614 +19%
SEI Investments
62
SEI Investments
Pennsylvania
$11.2M 130,412 +14,550 +13%
BIM
63
Bridges Investment Management
Nebraska
$11.2M 146,812 +90,778 +162%
FHA
64
First Horizon Advisors
Tennessee
$11M 144,364 +8,840 +7%
OCM
65
One Capital Management
California
$10.6M 138,780 -7,338 -5%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$10.4M 136,684 +32,549 +31%
LFWA
67
LBJ Family Wealth Advisors
Texas
$10.2M 134,090 +3,361 +3%
MM
68
Main Management
California
$10.2M 133,282 +133,282 New
JFG
69
JMG Financial Group
Illinois
$10.1M 132,046 -1,136 -0.9%
FPIS
70
Financial Planning & Information Services
Wisconsin
$9.93M 130,093 -23,132 -15%
HAFS
71
Hapanowicz & Associates Financial Services
Pennsylvania
$9.81M 128,373 +2,825 +2%
MML Investors Services
72
MML Investors Services
Massachusetts
$9.33M 122,254 +7,050 +6%
JPMPWA
73
J.P. Morgan Private Wealth Advisors
California
$9.04M 118,350 +7,070 +6%
KCM
74
Kennedy Capital Management
Missouri
$8.93M 116,956 +86,257 +281%
HFBOT
75
Home Federal Bank of Tennessee
Tennessee
$8.83M 115,625 +2,222 +2%
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