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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 %
HSA
76
HBK Sorce Advisory
Pennsylvania
$8.29M 93,035 +90,638 +3,781%
JPMPWA
77
J.P. Morgan Private Wealth Advisors
California
$8.18M 91,709 +6,548 +8%
ACA
78
Anchor Capital Advisors
Massachusetts
$8.02M 89,971 +61,031 +211%
HIMCH
79
Hartford Investment Management Co (HIMCO)
Connecticut
$7.93M 88,917 -31,508 -26%
CAN
80
Cetera Advisor Networks
California
$7.86M 88,159 -1,267 -1%
TSS
81
Two Sigma Securities
New York
$7.85M 88,104 -51,241 -37%
SPL
82
Smart Portfolios LLC
Washington
$7.53M 84,483 +84,483 New
FMT
83
First Mercantile Trust
Tennessee
$7.44M 83,426 -1,836 -2%
Ohio Public Employees Retirement System (OPERS)
84
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.27M 81,500 -121,700 -60%
SWM
85
Strategic Wealth Management
Washington
$7.25M 81,305 +81,305 New
Northern Trust
86
Northern Trust
Illinois
$6.89M 77,279 -12,722 -14%
Baird Financial Group
87
Baird Financial Group
Wisconsin
$6.81M 76,390 +2,439 +3%
IAA
88
Ironsides Asset Advisors
North Carolina
$6.62M 74,280 – –
OAM
89
Occidental Asset Management
California
$6.44M 72,283 +1,301 +2%
AG
90
Advisor Group
Arizona
$6.23M 69,876 +2,153 +3%
FC
91
Forte Capital
New York
$6.19M 69,488 -239 -0.3%
GG
92
GenWealth Group
New Jersey
$6.09M 66,042 +2,620 +4%
Cambridge Investment Research Advisors
93
Cambridge Investment Research Advisors
Iowa
$6.02M 67,551 +11,154 +20%
HS
94
Huntington Steele
Pennsylvania
$5.81M 65,218 -123 -0.2%
I2I
95
Insight 2811 Inc
Illinois
$5.58M 62,577 -1,342 -2%
Citigroup
96
Citigroup
New York
$4.98M 55,812 +877 +2%
GT
97
Glenmede Trust
Pennsylvania
$4.9M 54,990 +2,558 +5%
1IA
98
1834 Investment Advisors
Wisconsin
$4.88M 54,705 -100 -0.2%
William Blair & Company
99
William Blair & Company
Illinois
$4.84M 54,299 -1,250 -2%
Mariner
100
Mariner
Kansas
$4.84M 54,243 -3,348 -6%
2 3
4
5 6