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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

384 hedge funds and large institutions have $5.28B invested in iShares Russell Mid-Cap Value ETF in 2016 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 121 increasing their positions, 128 reducing their positions, and 25 closing their positions.

Holders
384
Holders Change
+6
Holders Change %
+1.59%
% of All Funds
10.26%
Holding in Top 10
27
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.9%
% of All Funds
0.72%
New
36
Increased
121
Reduced
128
Closed
25
Calls
$2.73M
Puts
$5.3M
Net Calls
-$2.57M
Net Calls Change
-$1.29M

Top Buyers

1
TCT
1
TIAA CREF Trust
Missouri
$971M
2
AssetMark Inc
2
AssetMark Inc
California
$101M
3
American Century Companies
3
American Century Companies
Missouri
$298M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$219M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$210M

Top Sellers

1
LTFS
1
Ladenburg Thalmann Financial Services
Florida
$35.9M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$33M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$5.31M
4
AG
4
Advisor Group
Arizona
$7.74M
5
NSCM
5
New South Capital Management
Tennessee
$22.5M
Name Market Value Shares Shares
Change 		Shares
Change %
HFS
101
HL Financial Services
Kentucky
$3.1M 40,410 -605 -1%
V
102
Veritable
Delaware
$3.09M 40,234 – –
CB
103
Community Bank
New York
$3.07M 39,932 +3,025 +8%
AFP
104
Ausdal Financial Partners
Iowa
$3.05M 39,719 -70 -0.2%
Baird Financial Group
105
Baird Financial Group
Wisconsin
$3.01M 39,198 +1,461 +4%
GWA
106
Guidant Wealth Advisors
Illinois
$2.93M 38,719 +38,719 New
TAIM
107
TD Ameritrade Investment Management
Nebraska
$2.92M 38,040 -933 -2%
SG Americas Securities
108
SG Americas Securities
New York
$2.86M 37,305 +37,305 New
Citigroup
109
Citigroup
New York
$2.85M 37,158 -374 -1%
GIM
110
Goelzer Investment Management
Indiana
$2.79M 36,355 -974 -3%
NCMW
111
Northern Capital Management (Wisconsin)
Wisconsin
$2.7M 35,193 -265 -0.7%
CL
112
Choreo LLC
Illinois
$2.6M 33,908 -466 -1%
OBWP
113
O'Brien Wealth Partners
Massachusetts
$2.55M 33,208 -497 -1%
FUBT
114
First United Bank & Trust
Maryland
$2.54M 33,099 +994 +3%
SEI Investments
115
SEI Investments
Pennsylvania
$2.53M 32,968 +3,847 +13%
AI
116
Atria Investments
North Carolina
$2.49M 32,479 +3,311 +11%
OC
117
Oppenheimer & Co
New York
$2.46M 31,973 +1,141 +4%
BA
118
BKS Advisors
Michigan
$2.43M 31,631 -125 -0.4%
SRSA
119
S.R. Schill & Associates
Washington
$2.41M 31,357 -469 -1%
SCG
120
Sonata Capital Group
Washington
$2.34M 30,421 – –
MA
121
MCF Advisors
Kentucky
$2.31M 30,107 -2,965 -9%
ANB
122
Amarillo National Bank
Texas
$2.23M 29,026 +593 +2%
AT
123
Arden Trust
Delaware
$2.12M 27,662 +27,662 New
CG
124
Corundum Group
Colorado
$2.11M 27,467 +109 +0.4%
WSFS
125
Wilmington Savings Fund Society
Delaware
$2.1M 27,339 – –
3 4
5
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