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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 %
OAM
126
Occidental Asset Management
California
$3.56M 46,686 -69 -0.1%
Boston Partners
127
Boston Partners
Massachusetts
$3.42M 44,769 +44,769 New
PGFC
128
Peapack-Gladstone Financial Corp
New Jersey
$3.41M 44,647 -1,767 -4%
AF
129
Advisornet Financial
Minnesota
$3.39M 44,386 +2,054 +5%
Creative Planning
130
Creative Planning
Kansas
$3.3M 43,171 +2,506 +6%
STMM
131
South Texas Money Management
Texas
$3.27M 42,782 +4,154 +11%
CB
132
Community Bank
New York
$3.19M 41,769 +1,255 +3%
SQA
133
Simon Quick Advisors
New Jersey
$2.86M 37,427 +10,546 +39%
TG
134
TCW Group
California
$2.8M 36,680 +36,680 New
WTB
135
Washington Trust Bank
Washington
$2.69M 35,186 +35,186 New
TAM
136
Tocqueville Asset Management
New York
$2.55M 33,410 +33,410 New
LPIC
137
LeJeune Puetz Investment Counsel
Michigan
$2.53M 33,072 -15,000 -31%
IP
138
Investment Partners
Ohio
$2.51M 32,928 -214 -0.6%
APA
139
American Portfolios Advisors
New York
$2.5M 32,701 +2,580 +9%
HFS
140
HL Financial Services
Kentucky
$2.42M 31,711 -2,548 -7%
WT
141
Whittier Trust
California
$2.41M 31,575 – –
PFA
142
Pure Financial Advisors
California
$2.4M 31,484 -690 -2%
BA
143
BKS Advisors
Michigan
$2.34M 30,626 -743 -2%
MAM
144
Meeder Asset Management
Ohio
$2.29M 30,034 +20,297 +208%
SFG
145
Sage Financial Group
Pennsylvania
$2.26M 29,553 +11,685 +65%
RC
146
Rinet Company
Massachusetts
$2.21M 29,004 -7,418 -20%
CL
147
Choreo LLC
Illinois
$2.16M 28,295 -968 -3%
NFC
148
Northeast Financial Consultants
Connecticut
$2.13M 27,881 +11,206 +67%
ANB
149
Amarillo National Bank
Texas
$2.09M 27,381 +303 +1%
NCMW
150
Northern Capital Management (Wisconsin)
Wisconsin
$2.02M 26,449 -1,173 -4%
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