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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

437 hedge funds and large institutions have $6.15B invested in iShares Russell Mid-Cap Value ETF in 2017 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 127 increasing their positions, 157 reducing their positions, and 36 closing their positions.

Holders
437
Holders Change
+5
Holders Change %
+1.16%
% of All Funds
10.9%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.82%
New
45
Increased
127
Reduced
157
Closed
36
Calls
$4.22M
Puts
$7.81M
Net Calls
-$3.59M
Net Calls Change
-$401K

Top Buyers

1
UBS AM
1
UBS AM
Illinois
$63.6M
2
TCT
2
TIAA CREF Trust
Missouri
$1.17B
3
Morgan Stanley
3
Morgan Stanley
New York
$369M
4
Stifel Financial
4
Stifel Financial
Missouri
$40M
5
Victory Capital Management
5
Victory Capital Management
Texas
$153M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$10.8M
2
American Century Companies
2
American Century Companies
Missouri
$295M
3
Wells Fargo
3
Wells Fargo
California
$419M
4
Jane Street
4
Jane Street
New York
$0
5
US Bancorp
5
US Bancorp
Minnesota
$31.3M
Name Market Value Shares Shares
Change 		Shares
Change %
OC
126
Oppenheimer & Co
New York
$2.7M 32,553 -466 -1%
BA
127
BKS Advisors
Michigan
$2.62M 31,514 +173 +0.6%
PAG
128
Private Advisor Group
New Jersey
$2.57M 56,240 +28,046 +99%
Creative Planning
129
Creative Planning
Kansas
$2.56M 30,882 +4,832 +19%
FUBT
130
First United Bank & Trust
Maryland
$2.54M 30,621 -1,820 -6%
GIM
131
Goelzer Investment Management
Indiana
$2.51M 30,251 -4,978 -14%
FAAS
132
First Allied Advisory Services
California
$2.47M 29,767 -1,126 -4%
ANB
133
Amarillo National Bank
Texas
$2.41M 29,026 – –
FA
134
FCG Advisors
New Jersey
$2.24M 27,171 -302 -1%
GW
135
GW & Wade
Massachusetts
$2.22M 26,749 +3,468 +15%
SSB
136
Sandy Spring Bank
Maryland
$2.2M 26,520 +1,460 +6%
IP
137
Investment Partners
Ohio
$2.19M 26,379 +230 +0.9%
FTS
138
Fifth Third Securities
Ohio
$2.17M 26,181 -752 -3%
AT
139
Arden Trust
Delaware
$2.17M 26,144 -634 -2%
WIC
140
Whitegate Investment Counselors
New Hampshire
$2.07M 24,907 +1,700 +7%
BlackRock
141
BlackRock
New York
$2.05M 24,658 +24,313 +7,047%
PFP
142
Pinnacle Financial Partners
Tennessee
$1.98M 23,890 +10,510 +79%
WSFS
143
Wilmington Savings Fund Society
Delaware
$1.98M 23,839 – –
SRSA
144
S.R. Schill & Associates
Washington
$1.94M 23,339 +185 +0.8%
IA
145
IFP Advisors
Florida
$1.92M 23,161 +517 +2%
SAM
146
Silvercrest Asset Management
New York
$1.92M 23,141 +93 +0.4%
SCG
147
Sonata Capital Group
Washington
$1.91M 23,062 +241 +1%
VNIM
148
Vaughan Nelson Investment Management
Texas
$1.9M 22,900 +4,125 +22%
SIA
149
Starfire Investment Advisers
Michigan
$1.86M 22,494 +51 +0.2%
WT
150
Whittier Trust
California
$1.82M 21,959 -184 -0.8%
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