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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

432 hedge funds and large institutions have $5.89B invested in iShares Russell Mid-Cap Value ETF in 2016 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 144 increasing their positions, 120 reducing their positions, and 29 closing their positions.

Holders
432
Holders Change
+48
Holders Change %
+12.5%
% of All Funds
10.82%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.78%
New
80
Increased
144
Reduced
120
Closed
29
Calls
$5.35M
Puts
$8.54M
Net Calls
-$3.19M
Net Calls Change
-$624K

Top Buyers

1
TCT
1
TIAA CREF Trust
Missouri
$1.07B
2
Wells Fargo
2
Wells Fargo
California
$429M
3
American Century Companies
3
American Century Companies
Missouri
$362M
4
Victory Capital Management
4
Victory Capital Management
Texas
$119M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$262M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$16.9M
2
AssetMark Inc
2
AssetMark Inc
California
$95.4M
3
GAMA
3
Graticule Asia Macro Advisors
New York
$0
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$399M
5
Ohio Public Employees Retirement System (OPERS)
5
Ohio Public Employees Retirement System (OPERS)
Ohio
$11.5M
Name Market Value Shares Shares
Change 		Shares
Change %
GWA
151
Guidant Wealth Advisors
Illinois
$1.79M 21,954 -16,765 -43%
WT
152
Whittier Trust
California
$1.78M 22,143 -214 -1%
GWM
153
Geneos Wealth Management
Colorado
$1.77M 22,013 +379 +2%
STMM
154
South Texas Money Management
Texas
$1.74M 21,634 -261 -1%
CHC
155
City Holding Co
West Virginia
$1.7M 21,134 -390 -2%
HCMT
156
Highland Capital Management (Tennessee)
Tennessee
$1.63M 20,283 +900 +5%
VNIM
157
Vaughan Nelson Investment Management
Texas
$1.51M 18,775 -5,535 -23%
SFG
158
Sage Financial Group
Pennsylvania
$1.51M 18,738 -964 -5%
EAMA
159
EFG Asset Management (Americas)
Florida
$1.47M 18,508 -764 -4%
ACP
160
Aveo Capital Partners
Colorado
$1.47M 18,268 +18,268 New
CTC
161
Central Trust Company
Missouri
$1.46M 18,191 -614 -3%
BSWMG
162
Barrington Strategic Wealth Management Group
Illinois
$1.45M 18,025 -425 -2%
WTC
163
WhitTier Trust Company
Nevada
$1.45M 18,000 +132 +0.7%
AB
164
Atlas Brown
Kentucky
$1.36M 17,684 – –
GT
165
Glenview Trust
Kentucky
$1.33M 16,578 +16,578 New
SIM
166
SSI Investment Management
California
$1.31M 16,290 -2,547 -14%
HNB
167
Huntington National Bank
Ohio
$1.31M 3,809 +325 +9%
CWM
168
Calamos Wealth Management
Illinois
$1.31M 16,227 -994 -6%
MAM
169
Meeder Asset Management
Ohio
$1.3M 16,212 +9,255 +133%
GA
170
GFS Advisors
Texas
$1.3M 16,162 +16,162 New
TFCP
171
Twin Focus Capital Partners
Massachusetts
$1.29M 16,032 -395 -2%
JWM
172
Jackson Wealth Management
Florida
$1.25M 15,349 +15,349 New
BTS
173
BB&T Securities
Virginia
$1.24M 16,196 – –
PSW
174
Portfolio Strategies (Washington)
Washington
$1.23M 15,225 +15,225 New
MSTVIM
175
Messner & Smith Theme Value Investment Management
California
$1.22M 15,141 -1,000 -6%
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