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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 %
OBWP
151
O'Brien Wealth Partners
Massachusetts
$1.5M 17,662 -592 -3%
HCMT
152
Highland Capital Management (Tennessee)
Tennessee
$1.45M 17,095 -600 -3%
SWP
153
Stratos Wealth Partners
Ohio
$1.45M 17,029 +589 +4%
CSM
154
CAMG Solamere Management
North Carolina
$1.44M 16,981 +16,981 New
MA
155
MCF Advisors
Kentucky
$1.44M 16,942 -1,456 -8%
CTC
156
Central Trust Company
Missouri
$1.42M 16,714 -1,793 -10%
AB
157
Atlas Brown
Kentucky
$1.42M 16,688 -11 -0.1%
Janney Montgomery Scott
158
Janney Montgomery Scott
Pennsylvania
$1.42M 16,658 -320 -2%
GT
159
Glenview Trust
Kentucky
$1.41M 16,578 – –
CWM
160
Calamos Wealth Management
Illinois
$1.39M 16,406 – –
CWM
161
Cahaba Wealth Management
Georgia
$1.39M 16,316 +16,316 New
MGIA
162
Moneta Group Investment Advisors
Missouri
$1.38M 16,218 +3,115 +24%
PPA
163
Parametric Portfolio Associates
Washington
$1.37M 16,099 +16,099 New
TFCP
164
Twin Focus Capital Partners
Massachusetts
$1.3M 15,344 -413 -3%
WB
165
WesBanco Bank
West Virginia
$1.29M 15,141 +63 +0.4%
MWP
166
MYCIO Wealth Partners
Pennsylvania
$1.28M 15,077 +609 +4%
SIAS
167
Shine Investment Advisory Services
Colorado
$1.28M 15,013 +78 +0.5%
TCM
168
Telos Capital Management
California
$1.26M 14,858 +1,130 +8%
VF
169
Virtu Financial
New York
$1.26M 14,837 +8,114 +121%
TNB
170
Thomasville National Bank
Georgia
$1.25M 14,675 -260 -2%
BSWMG
171
Barrington Strategic Wealth Management Group
Illinois
$1.2M 14,100 -375 -3%
HNB
172
Huntington National Bank
Ohio
– – – –
VNIM
173
Vaughan Nelson Investment Management
Texas
$1.15M 13,500 -550 -4%
WI
174
WrapManager Inc
California
$1.11M 13,070 +251 +2%
MSTVIM
175
Messner & Smith Theme Value Investment Management
California
$1.1M 12,930 -2,500 -16%
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