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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

436 hedge funds and large institutions have $6.38B invested in iShares Russell Mid-Cap Value ETF in 2017 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 134 increasing their positions, 147 reducing their positions, and 32 closing their positions.

Holders
436
Holders Change
-1
Holders Change %
-0.23%
% of All Funds
10.89%
Holding in Top 10
27
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-18.18%
% of All Funds
0.67%
New
37
Increased
134
Reduced
147
Closed
32
Calls
$1.02M
Puts
$1.37M
Net Calls
-$350K
Net Calls Change
+$3.24M

Top Buyers

1
TF
1
TIAA FSB
Florida
$1.25B
2
Ameriprise
2
Ameriprise
Minnesota
$147M
3
LPL Financial
3
LPL Financial
California
$68.1M
4
American Century Companies
4
American Century Companies
Missouri
$340M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$328M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$37.8M
2
LFAS
2
Level Four Advisory Services
Texas
$293K
3
TFA
3
Transamerica Financial Advisors
Florida
$1K
4
Stifel Financial
4
Stifel Financial
Missouri
$25.8M
5
BFG
5
Barber Financial Group
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
126
Creative Planning
Kansas
$2.38M 28,322 -2,560 -8%
FTS
127
Fifth Third Securities
Ohio
$2.37M 28,198 +2,017 +8%
IP
128
Investment Partners
Ohio
$2.28M 27,083 +704 +3%
SSB
129
Sandy Spring Bank
Maryland
$2.28M 27,060 +540 +2%
ACA
130
Anchor Capital Advisors
Massachusetts
$2.28M 27,055 +5,225 +24%
FA
131
FCG Advisors
New Jersey
$2.26M 26,916 -255 -0.9%
IA
132
IFP Advisors
Florida
$2.21M 26,233 +3,072 +13%
SRSA
133
S.R. Schill & Associates
Washington
$2.17M 25,849 +2,510 +11%
WIC
134
Whitegate Investment Counselors
New Hampshire
$2.11M 25,062 +155 +0.6%
AT
135
Arden Trust
Delaware
$2.11M 25,044 -1,100 -4%
BlackRock
136
BlackRock
New York
$2.08M 24,667 +9 +0%
WSFS
137
Wilmington Savings Fund Society
Delaware
$1.99M 23,604 -235 -1%
GWM
138
Geneos Wealth Management
Colorado
$1.98M 23,594 +2,251 +11%
SCG
139
Sonata Capital Group
Washington
$1.97M 23,404 +342 +1%
SAM
140
Silvercrest Asset Management
New York
$1.95M 23,141 – –
SIA
141
Starfire Investment Advisers
Michigan
$1.91M 22,744 +250 +1%
VKH
142
Virtu KCG Holdings
New York
$1.9M 22,619 +20,072 +788%
CHC
143
City Holding Co
West Virginia
$1.78M 21,182 +48 +0.2%
WT
144
Whittier Trust
California
$1.75M 20,844 -1,115 -5%
UCFA
145
United Capital Financial Advisors
Texas
$1.74M 20,662 -52,221 -72%
BJL
146
Brighton Jones LLC
Washington
$1.74M 20,660 +139 +0.7%
STMM
147
South Texas Money Management
Texas
$1.74M 20,645 -646 -3%
AIG
148
American International Group
New York
$1.69M 20,084 -13,896 -41%
CA
149
Cetera Advisors
Colorado
$1.66M 19,722 +1,342 +7%
BWFA
150
Baltimore-Washington Financial Advisors
Maryland
$1.62M 19,248 +1,990 +12%
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