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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

531 hedge funds and large institutions have $7.31B invested in iShares Russell Mid-Cap Value ETF in 2018 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 180 increasing their positions, 137 reducing their positions, and 60 closing their positions.

Holders
531
Holders Change
+28
Holders Change %
+5.57%
% of All Funds
11.85%
Holding in Top 10
28
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.7%
% of All Funds
0.62%
New
94
Increased
180
Reduced
137
Closed
60
Calls
$214K
Puts
$775K
Net Calls
-$561K
Net Calls Change
-$642K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$391M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$75.3M
3
FIA
3
Foundations Investment Advisors
Arizona
$41M
4
ACA
4
Anchor Capital Advisors
Massachusetts
$42.6M
5
TSW
5
Thompson Siegel & Walmsley
Virginia
$45.6M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$193M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$342M
3
SS
3
Simplicity Solutions
Minnesota
$616K
4
AWM
4
AE Wealth Management
Kansas
$589K
5
GG
5
GenWealth Group
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FC
101
Forte Capital
New York
$5.14M 67,280 -1,113 -2%
Cambridge Investment Research Advisors
102
Cambridge Investment Research Advisors
Iowa
$4.79M 62,707 -107 -0.2%
KFP
103
KMG Fiduciary Partners
Ohio
$4.68M 61,298 +61,298 New
BlackRock
104
BlackRock
New York
$4.67M 61,146 +14,509 +31%
CG
105
Corundum Group
Colorado
$4.53M 59,349 +59,349 New
TA
106
TCG Advisors
Texas
$4.36M 57,153 +57,153 New
GW
107
GW & Wade
Massachusetts
$4.24M 55,492 +13,594 +32%
1IA
108
1834 Investment Advisors
Wisconsin
$4.18M 54,705 – –
William Blair & Company
109
William Blair & Company
Illinois
$4.06M 53,203 -3,108 -6%
Citigroup
110
Citigroup
New York
$4.05M 53,078 -2,990 -5%
Bank of New York Mellon
111
Bank of New York Mellon
New York
$4.05M 53,010 -2,943 -5%
PFM
112
Parsec Financial Management
North Carolina
$3.99M 52,279 +3,248 +7%
BCWM
113
Bartlett & Co Wealth Management
Ohio
$3.89M 50,951 +7,093 +16%
BC
114
Bartlett & Co
Ohio
$3.89M 50,951 +7,093 +16%
A
115
AdvicePeriod
California
$3.87M 50,656 +12,364 +32%
CA
116
Cornerstone Advisory
Maryland
$3.75M 49,107 +19,225 +64%
CC
117
Cassaday & Co
Virginia
$3.73M 48,843 +39,461 +421%
PFP
118
Pinnacle Financial Partners
Tennessee
$3.72M 48,724 +3,671 +8%
IWA
119
Inspirion Wealth Advisors
Illinois
$3.69M 48,306 -11,443 -19%
DC
120
Derby & Company
Massachusetts
$3.65M 47,803 +1,233 +3%
Jane Street
121
Jane Street
New York
$3.63M 47,497 -7,251 -13%
CA
122
Cetera Advisors
Colorado
$3.6M 47,130 +19,165 +69%
RFC
123
Regions Financial Corp
Alabama
$3.58M 46,871 -959 -2%
Neuberger Berman Group
124
Neuberger Berman Group
New York
$3.58M 46,861 +42,643 +1,011%
BNP Paribas Financial Markets
125
BNP Paribas Financial Markets
France
$3.57M 46,818 -2,329 -5%
3 4
5
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