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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

563 hedge funds and large institutions have $6.35B invested in iShares Russell Mid-Cap Value ETF in 2019 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 139 increasing their positions, 214 reducing their positions, and 30 closing their positions.

Holders
563
Holders Change
+32
Holders Change %
+6.03%
% of All Funds
12.2%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.61%
New
67
Increased
139
Reduced
214
Closed
30
Calls
$565K
Puts
$382K
Net Calls
+$183K
Net Calls Change
+$744K

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$361M
2
ZB
2
Zions Bancorporation
Utah
$43.4M
3
CL
3
Cabana LLC
Arkansas
$23.4M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$625M
5
SGAM
5
Stephens Group Asset Management
Arkansas
$148M

Top Sellers

1
TF
1
TIAA FSB
Florida
$277M
2
Bank of America
2
Bank of America
North Carolina
$348M
3
Wells Fargo
3
Wells Fargo
California
$376M
4
TSW
4
Thompson Siegel & Walmsley
Virginia
$4.51M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$346M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
126
Creative Planning
Kansas
$3.51M 40,356 -2,815 -7%
CG
127
Corundum Group
Colorado
$3.44M 39,629 -19,720 -33%
RWP
128
RWA Wealth Partners
Massachusetts
$3.12M 35,940 +13,726 +62%
IP
129
Investment Partners
Ohio
$3.08M 35,490 +2,562 +8%
APA
130
American Portfolios Advisors
New York
$3.04M 34,972 +2,271 +7%
SPL
131
Smart Portfolios LLC
Washington
$2.91M 33,465 -49,346 -60%
SWM
132
Strategic Wealth Management
Washington
$2.91M 33,465 -47,638 -59%
LPIC
133
LeJeune Puetz Investment Counsel
Michigan
$2.87M 33,072 – –
GWMIA
134
Global Wealth Management Investment Advisory
Florida
$2.75M 31,666 +6,866 +28%
WT
135
Whittier Trust
California
$2.67M 30,675 -900 -3%
PFA
136
Pure Financial Advisors
California
$2.66M 30,663 -821 -3%
BA
137
BKS Advisors
Michigan
$2.64M 30,430 -196 -0.6%
Kovitz Investment Group Partners
138
Kovitz Investment Group Partners
Illinois
$2.59M 29,781 +26,725 +875%
SFG
139
Sage Financial Group
Pennsylvania
$2.52M 28,972 -581 -2%
SQA
140
Simon Quick Advisors
New Jersey
$2.51M 28,918 -8,509 -23%
BlackRock
141
BlackRock
New York
$2.48M 28,600 -32,546 -53%
HFS
142
HL Financial Services
Kentucky
$2.47M 28,412 -3,299 -10%
NFC
143
Northeast Financial Consultants
Connecticut
$2.43M 27,919 +38 +0.1%
CL
144
Choreo LLC
Illinois
$2.42M 27,888 -407 -1%
RC
145
Rinet Company
Massachusetts
$2.41M 27,692 -1,312 -5%
FNT
146
First National Trust
Pennsylvania
$2.38M 27,437 +4,009 +17%
GIM
147
Goelzer Investment Management
Indiana
$2.25M 25,878 -368 -1%
ANB
148
Amarillo National Bank
Texas
$2.24M 25,750 -1,631 -6%
Carson Wealth (CWM LLC)
149
Carson Wealth (CWM LLC)
Nebraska
$2.19M 19,071 +16,664 +692%
FWM
150
Frontier Wealth Management
Missouri
$2.18M 25,145 -394 -2%
4 5
6
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