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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 %
PFM
101
Parsec Financial Management
North Carolina
$4.81M 53,959 -1,416 -3%
Bank of New York Mellon
102
Bank of New York Mellon
New York
$4.54M 50,864 -961 -2%
Two Sigma Investments
103
Two Sigma Investments
New York
$4.52M 50,700 +50,700 New
SEI Investments
104
SEI Investments
Pennsylvania
$4.49M 50,374 -15,089 -23%
BNP Paribas Financial Markets
105
BNP Paribas Financial Markets
France
$4.48M 50,222 -301 -0.6%
PGFC
106
Peapack-Gladstone Financial Corp
New Jersey
$4.29M 48,126 -95 -0.2%
LPIC
107
LeJeune Puetz Investment Counsel
Michigan
$4.29M 48,072 – –
Natixis Advisors
108
Natixis Advisors
Massachusetts
$4.28M 48,053 -18,135 -27%
RFC
109
Regions Financial Corp
Alabama
$4.25M 47,660 +5 +0%
RP
110
Reinhart Partners
Wisconsin
$4.06M 45,515 +37,115 +442%
RC
111
Rinet Company
Massachusetts
$3.99M 44,714 -684 -2%
Prudential Financial
112
Prudential Financial
New Jersey
$3.94M 44,200 -134 -0.3%
PFP
113
Pinnacle Financial Partners
Tennessee
$3.71M 41,660 +4,865 +13%
DC
114
Derby & Company
Massachusetts
$3.67M 41,209 +41,209 New
SRSA
115
S.R. Schill & Associates
Washington
$3.61M 40,473 -135 -0.3%
CB
116
Community Bank
New York
$3.43M 38,497 -750 -2%
CG
117
Corundum Group
Colorado
$3.4M 38,123 +2,840 +8%
AF
118
Advisornet Financial
Minnesota
$3.32M 37,266 +37,266 New
V
119
Veritable
Delaware
$3.21M 36,044 – –
SC
120
Sasco Capital
Connecticut
$3.13M 35,150 +35,150 New
GW
121
GW & Wade
Massachusetts
$3.13M 35,067 +2,118 +6%
AFP
122
Ausdal Financial Partners
Iowa
$2.93M 32,898 -1,039 -3%
BA
123
BKS Advisors
Michigan
$2.9M 32,564 +317 +1%
Creative Planning
124
Creative Planning
Kansas
$2.89M 32,464 +404 +1%
FTS
125
Fifth Third Securities
Ohio
$2.77M 31,071 +1,187 +4%
3 4
5
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