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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

432 hedge funds and large institutions have $5.89B invested in iShares Russell Mid-Cap Value ETF in 2016 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 144 increasing their positions, 120 reducing their positions, and 29 closing their positions.

Holders
432
Holders Change
+48
Holders Change %
+12.5%
% of All Funds
10.82%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.78%
New
80
Increased
144
Reduced
120
Closed
29
Calls
$5.35M
Puts
$8.54M
Net Calls
-$3.19M
Net Calls Change
-$624K

Top Buyers

1
TCT
1
TIAA CREF Trust
Missouri
$1.07B
2
Wells Fargo
2
Wells Fargo
California
$429M
3
American Century Companies
3
American Century Companies
Missouri
$362M
4
Victory Capital Management
4
Victory Capital Management
Texas
$119M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$262M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$16.9M
2
AssetMark Inc
2
AssetMark Inc
California
$95.4M
3
GAMA
3
Graticule Asia Macro Advisors
New York
$0
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$399M
5
Ohio Public Employees Retirement System (OPERS)
5
Ohio Public Employees Retirement System (OPERS)
Ohio
$11.5M
Name Market Value Shares Shares
Change 		Shares
Change %
FC
76
Forte Capital
New York
$6.09M 75,752 +578 +0.8%
GLI
77
Guardian Life Insurance
New York
$5.98M 74,332 – –
OWM
78
Orgel Wealth Management
Wisconsin
$5.94M 73,893 +73,893 New
Northern Trust
79
Northern Trust
Illinois
$5.9M 73,341 +29,770 +68%
RC
80
Rinet Company
Massachusetts
$5.63M 70,034 -835 -1%
UCFA
81
United Capital Financial Advisors
Texas
$5.3M 65,949 -241 -0.4%
RFC
82
Regions Financial Corp
Alabama
$5.19M 64,535 +679 +1%
Mariner
83
Mariner
Kansas
$5.17M 64,225 +13,591 +27%
HS
84
Huntington Steele
Pennsylvania
$5.15M 63,987 -113 -0.2%
PFG
85
Piershale Financial Group
Illinois
$4.93M 61,316 +61,316 New
SEI Investments
86
SEI Investments
Pennsylvania
$4.72M 58,650 +25,682 +78%
OAM
87
Occidental Asset Management
California
$4.67M 58,070 +1,546 +3%
PFM
88
Parsec Financial Management
North Carolina
$4.64M 57,727 +769 +1%
HighTower Advisors
89
HighTower Advisors
Illinois
$4.63M 57,530 +381 +0.7%
William Blair & Company
90
William Blair & Company
Illinois
$4.53M 56,310 -1,356 -2%
1IA
91
1834 Investment Advisors
Wisconsin
$4.49M 55,869 -315 -0.6%
JPMPWA
92
J.P. Morgan Private Wealth Advisors
California
$4.39M 54,539 +886 +2%
GT
93
Glenmede Trust
Pennsylvania
$4.23M 52,546 +550 +1%
BNP Paribas Financial Markets
94
BNP Paribas Financial Markets
France
$4.19M 52,144 +1,429 +3%
Citigroup
95
Citigroup
New York
$4.15M 51,570 +14,412 +39%
GFG
96
Gray Financial Group
Georgia
$4.05M 50,390 – –
Baird Financial Group
97
Baird Financial Group
Wisconsin
$4M 49,764 +10,566 +27%
Cambridge Investment Research Advisors
98
Cambridge Investment Research Advisors
Iowa
$4M 49,714 -5,660 -10%
MWM
99
Meridian Wealth Management
Kentucky
$3.96M 49,268 +49,268 New
PGFC
100
Peapack-Gladstone Financial Corp
New Jersey
$3.94M 49,044 -69 -0.1%
2 3
4
5 6