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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

367 hedge funds and large institutions have $4.49B invested in iShares Russell Mid-Cap Value ETF in 2015 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 135 increasing their positions, 86 reducing their positions, and 34 closing their positions.

Holders
367
Holders Change
+20
Holders Change %
+5.76%
% of All Funds
9.64%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.58%
New
59
Increased
135
Reduced
86
Closed
34
Calls
$8.56M
Puts
$1.31M
Net Calls
+$7.26M
Net Calls Change
+$1.02M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$409M
2
American Century Companies
2
American Century Companies
Missouri
$98.6M
3
Bank of America
3
Bank of America
North Carolina
$313M
4
LPL Financial
4
LPL Financial
California
$111M
5
Wells Fargo
5
Wells Fargo
California
$328M

Top Sellers

1
CC
1
Cassaday & Co
Virginia
$1.02M
2
M&T Bank
2
M&T Bank
New York
$64.8M
3
QIM
3
Quest Investment Management
Oregon
$0
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$2.29M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$5.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWMG
76
Alliance Wealth Management Group
New Jersey
$4.54M +$4.54M +66,094 New
HS
77
Huntington Steele
Pennsylvania
$4.4M +$962 +14 +0%
MAM
78
Meeder Asset Management
Ohio
$4.33M +$4.28M +62,392 +10,228%
JA
79
JOYN Advisors
Georgia
$4.27M +$2.55M +37,127 +148%
Cambridge Investment Research Advisors
80
Cambridge Investment Research Advisors
Iowa
$4.16M +$87.2K +1,270 +2%
OBWP
81
O'Brien Wealth Partners
Massachusetts
$4.08M +$4.08M +59,482 New
FC
82
Forte Capital
New York
$4.03M +$245K +3,575 +6%
RP
83
Reinhart Partners
Wisconsin
$3.82M +$3.82M +55,560 New
UR
84
USCA RIA
Texas
$3.79M +$65.4K +952 +2%
SWM
85
Strategic Wealth Management
Washington
$3.76M – – –
RT
86
Rockland Trust
Massachusetts
$3.76M +$3.43M +50,003 +1,062%
HighTower Advisors
87
HighTower Advisors
Illinois
$3.7M +$1.06M +15,368 +40%
GT
88
Glenmede Trust
Pennsylvania
$3.59M +$602K +8,772 +20%
CWM
89
Calamos Wealth Management
Illinois
$3.51M +$20.1K +293 +0.6%
PGFC
90
Peapack-Gladstone Financial Corp
New Jersey
$3.47M -$174K -2,535 -5%
OAM
91
Occidental Asset Management
California
$3.43M -$96.7K -1,408 -3%
Northern Trust
92
Northern Trust
Illinois
$3.33M -$37.4K -544 -1%
I2I
93
Insight 2811 Inc
Illinois
$3.32M -$244K -3,551 -7%
FHA
94
First Horizon Advisors
Tennessee
$3.32M -$238K -3,464 -7%
1IA
95
1834 Investment Advisors
Wisconsin
$3.3M – – –
HWP
96
Hefty Wealth Partners
Indiana
$3.29M +$3.29M +47,931 New
Jane Street
97
Jane Street
New York
$3.27M +$3.27M +47,613 New
Citigroup
98
Citigroup
New York
$3.2M +$247K +3,592 +8%
BIM
99
BlackRock Investment Management
Delaware
$3.17M +$170K +2,471 +6%
NSCM
100
New South Capital Management
Tennessee
$3.12M -$1.59M -23,100 -34%
2 3
4
5 6