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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

378 hedge funds and large institutions have $4.88B invested in iShares Russell Mid-Cap Value ETF in 2016 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 127 increasing their positions, 121 reducing their positions, and 10 closing their positions.

Holders
378
Holders Change
+28
Holders Change %
+8%
% of All Funds
10.1%
Holding in Top 10
29
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+26.09%
% of All Funds
0.77%
New
40
Increased
127
Reduced
121
Closed
10
Calls
$2.88M
Puts
$4.17M
Net Calls
-$1.28M
Net Calls Change
-$713K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$93.8M
2
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$105M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$49.5M
4
NSCM
4
New South Capital Management
Tennessee
$37.4M
5
Ohio Public Employees Retirement System (OPERS)
5
Ohio Public Employees Retirement System (OPERS)
Ohio
$32.1M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$13.9M
2
American Century Companies
2
American Century Companies
Missouri
$247M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$387M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$192M
5
BWM
5
Braver Wealth Management
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
V
101
Veritable
Delaware
$2.99M 40,234 – –
AFP
102
Ausdal Financial Partners
Iowa
$2.96M 39,789 +28,004 +238%
TAIM
103
TD Ameritrade Investment Management
Nebraska
$2.9M 38,973 +6,084 +18%
NFG
104
Noven Financial Group
Colorado
$2.89M 38,917 +38,917 New
CS
105
Credit Suisse
Switzerland
$2.88M 38,771 -85,136 -69%
Baird Financial Group
106
Baird Financial Group
Wisconsin
$2.8M 37,737 -1,991 -5%
Citigroup
107
Citigroup
New York
$2.79M 37,532 -1,726 -4%
GIM
108
Goelzer Investment Management
Indiana
$2.77M 37,329 +1,688 +5%
CB
109
Community Bank
New York
$2.74M 36,907 +2,775 +8%
NCMW
110
Northern Capital Management (Wisconsin)
Wisconsin
$2.63M 35,458 -159 -0.4%
Millennium Management
111
Millennium Management
New York
$2.57M 34,634 +15,083 +77%
CL
112
Choreo LLC
Illinois
$2.55M 34,374 -1,047 -3%
OBWP
113
O'Brien Wealth Partners
Massachusetts
$2.5M 33,705 -654 -2%
MA
114
MCF Advisors
Kentucky
$2.46M 33,072 -1,605 -5%
VWA
115
V Wealth Advisors
Kansas
$2.45M 32,963 -2,822 -8%
FAAS
116
First Allied Advisory Services
California
$2.42M 32,556 +26,824 +468%
FUBT
117
First United Bank & Trust
Maryland
$2.39M 32,105 +840 +3%
SRSA
118
S.R. Schill & Associates
Washington
$2.36M 31,826 -14,163 -31%
BA
119
BKS Advisors
Michigan
$2.36M 31,756 +980 +3%
AIG
120
American International Group
New York
$2.33M 31,300 -78,970 -72%
OC
121
Oppenheimer & Co
New York
$2.29M 30,832 +13,844 +81%
SCG
122
Sonata Capital Group
Washington
$2.26M 30,421 -1,273 -4%
BFA
123
Beaumont Financial Advisors
Massachusetts
$2.22M 29,816 -37,997 -56%
SEI Investments
124
SEI Investments
Pennsylvania
$2.16M 29,121 -6,465 -18%
AI
125
Atria Investments
North Carolina
$2.16M 29,168 +15,582 +115%
3 4
5
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