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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

434 hedge funds and large institutions have $7.03B invested in iShares Russell Mid-Cap Value ETF in 2017 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 142 increasing their positions, 135 reducing their positions, and 35 closing their positions.

Holders
434
Holders Change
-2
Holders Change %
-0.46%
% of All Funds
10.84%
Holding in Top 10
27
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.67%
New
35
Increased
142
Reduced
135
Closed
35
Calls
$26.7M
Puts
$1.61M
Net Calls
+$25M
Net Calls Change
+$25.4M

Top Buyers

1
TF
1
TIAA FSB
Florida
$1.81B
2
Goldman Sachs
2
Goldman Sachs
New York
$74.8M
3
LFAS
3
Level Four Advisory Services
Texas
$29.7M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$358M
5
American Century Companies
5
American Century Companies
Missouri
$367M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$69.7M
2
UBS AM
2
UBS AM
Illinois
$73.5K
3
Stifel Financial
3
Stifel Financial
Missouri
$9.11M
4
Bank of America
4
Bank of America
North Carolina
$287M
5
BFEC
5
Benjamin F. Edwards & Company
Missouri
$141K
Name Market Value Shares Shares
Change 		Shares
Change %
BC
126
Bartlett & Co
Ohio
$2.39M 28,091 +10,095 +56%
IP
127
Investment Partners
Ohio
$2.32M 27,366 +283 +1%
IA
128
IFP Advisors
Florida
$2.32M 27,347 +1,114 +4%
FA
129
FCG Advisors
New Jersey
$2.25M 26,587 -329 -1%
Citadel Advisors
130
Citadel Advisors
Florida
$2.21M 26,059 -8,402 -24%
SSB
131
Sandy Spring Bank
Maryland
$2.21M 26,011 -1,049 -4%
FUBT
132
First United Bank & Trust
Maryland
$2.17M 25,576 -2,855 -10%
WIC
133
Whitegate Investment Counselors
New Hampshire
$2.12M 24,962 -100 -0.4%
AT
134
Arden Trust
Delaware
$2.09M 24,601 -443 -2%
GWM
135
Geneos Wealth Management
Colorado
$1.99M 23,475 -119 -0.5%
SCG
136
Sonata Capital Group
Washington
$1.99M 23,404 – –
BlackRock
137
BlackRock
New York
$1.97M 23,144 -1,523 -6%
SIA
138
Starfire Investment Advisers
Michigan
$1.94M 22,806 +62 +0.3%
UCFA
139
United Capital Financial Advisors
Texas
$1.87M 21,979 +1,317 +6%
BWFA
140
Baltimore-Washington Financial Advisors
Maryland
$1.86M 21,905 +2,657 +14%
WT
141
Whittier Trust
California
$1.8M 21,244 +400 +2%
WSFS
142
Wilmington Savings Fund Society
Delaware
$1.79M 21,089 -2,515 -11%
CHC
143
City Holding Co
West Virginia
$1.79M 21,022 -160 -0.8%
BJL
144
Brighton Jones LLC
Washington
$1.77M 20,785 +125 +0.6%
CA
145
Cetera Advisors
Colorado
$1.76M 20,622 +900 +5%
STMM
146
South Texas Money Management
Texas
$1.73M 20,360 -285 -1%
MCM
147
MAI Capital Management
Ohio
$1.65M 19,448 +2,712 +16%
WTC
148
WhitTier Trust Company
Nevada
$1.58M 18,595 +95 +0.5%
SFG
149
Sage Financial Group
Pennsylvania
$1.54M 18,171 -193 -1%
TAIM
150
TD Ameritrade Investment Management
Nebraska
$1.54M 18,140 -31 -0.2%
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