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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

437 hedge funds and large institutions have $6.15B invested in iShares Russell Mid-Cap Value ETF in 2017 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 127 increasing their positions, 157 reducing their positions, and 36 closing their positions.

Holders
437
Holders Change
+5
Holders Change %
+1.16%
% of All Funds
10.9%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.82%
New
45
Increased
127
Reduced
157
Closed
36
Calls
$4.22M
Puts
$7.81M
Net Calls
-$3.59M
Net Calls Change
-$401K

Top Buyers

1
UBS AM
1
UBS AM
Illinois
$63.6M
2
TCT
2
TIAA CREF Trust
Missouri
$1.17B
3
Morgan Stanley
3
Morgan Stanley
New York
$369M
4
Stifel Financial
4
Stifel Financial
Missouri
$40M
5
Victory Capital Management
5
Victory Capital Management
Texas
$153M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$10.8M
2
American Century Companies
2
American Century Companies
Missouri
$295M
3
Wells Fargo
3
Wells Fargo
California
$419M
4
Jane Street
4
Jane Street
New York
$0
5
US Bancorp
5
US Bancorp
Minnesota
$31.3M
Name Market Value Shares Shares
Change 		Shares
Change %
OBWP
151
O'Brien Wealth Partners
Massachusetts
$1.82M 21,925 -3,835 -15%
ACA
152
Anchor Capital Advisors
Massachusetts
$1.81M 21,830 -3,030 -12%
GWM
153
Geneos Wealth Management
Colorado
$1.77M 21,343 -670 -3%
STMM
154
South Texas Money Management
Texas
$1.77M 21,291 -343 -2%
CHC
155
City Holding Co
West Virginia
$1.75M 21,134 – –
BJL
156
Brighton Jones LLC
Washington
$1.7M 20,521 +16,598 +423%
SFG
157
Sage Financial Group
Pennsylvania
$1.54M 18,598 -140 -0.7%
CTC
158
Central Trust Company
Missouri
$1.54M 18,543 +352 +2%
MA
159
MCF Advisors
Kentucky
$1.54M 18,531 -8,501 -31%
CA
160
Cetera Advisors
Colorado
$1.51M 18,380 +6,443 +54%
WTC
161
WhitTier Trust Company
Nevada
$1.49M 18,000 – –
HCMT
162
Highland Capital Management (Tennessee)
Tennessee
$1.49M 17,933 -2,350 -12%
JWM
163
Jackson Wealth Management
Florida
$1.46M 17,672 +2,323 +15%
BWFA
164
Baltimore-Washington Financial Advisors
Maryland
$1.43M 17,258 +6,389 +59%
BSWMG
165
Barrington Strategic Wealth Management Group
Illinois
$1.43M 17,225 -800 -4%
AB
166
Atlas Brown
Kentucky
$1.41M 17,031 -653 -4%
GT
167
Glenview Trust
Kentucky
$1.38M 16,578 – –
SWP
168
Stratos Wealth Partners
Ohio
$1.38M 16,567 +3,976 +32%
SIM
169
SSI Investment Management
California
$1.35M 16,279 -11 -0.1%
CWM
170
Calamos Wealth Management
Illinois
$1.34M 16,117 -110 -0.7%
TFA
171
Transamerica Financial Advisors
Florida
$1.32M 15,890 +5,962 +60%
HNB
172
Huntington National Bank
Ohio
$1.3M 3,724 -85 -2%
TFCP
173
Twin Focus Capital Partners
Massachusetts
$1.27M 15,311 -721 -4%
TNB
174
Thomasville National Bank
Georgia
$1.27M 15,259 +15,259 New
MSTVIM
175
Messner & Smith Theme Value Investment Management
California
$1.26M 15,141 – –
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