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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 %
GIM
151
Goelzer Investment Management
Indiana
$2M 26,246 -205 -0.8%
FWM
152
Frontier Wealth Management
Missouri
$1.95M 25,539 -1,403 -5%
CAPTRUST Financial Advisors
153
CAPTRUST Financial Advisors
North Carolina
$1.92M 25,170 -2,891 -10%
WIC
154
Whitegate Investment Counselors
New Hampshire
$1.91M 24,962 – –
GWMIA
155
Global Wealth Management Investment Advisory
Florida
$1.89M 24,800 +24,800 New
BTS
156
BB&T Securities
Virginia
$1.87M 24,545 -2 -0%
Janney Montgomery Scott
157
Janney Montgomery Scott
Pennsylvania
$1.83M 23,924 +5,721 +31%
WTC
158
WhitTier Trust Company
Nevada
$1.8M 23,608 +2,275 +11%
FNT
159
First National Trust
Pennsylvania
$1.79M 23,428 +14,795 +171%
I2I
160
Insight 2811 Inc
Illinois
$1.79M 23,388 -38,367 -62%
HCM
161
Hollencrest Capital Management
California
$1.79M 23,380 +23,380 New
FMBTD
162
First Midwest Bank Trust Division
Illinois
$1.78M 23,316 +3,744 +19%
Comerica Bank
163
Comerica Bank
Texas
$1.71M 20,546 +14,349 +232%
GWM
164
Geneos Wealth Management
Colorado
$1.7M 22,525 -984 -4%
FWP
165
FAS Wealth Partners
Kansas
$1.7M 22,257 +22,257 New
RWP
166
RWA Wealth Partners
Massachusetts
$1.7M 22,214 -22,014 -50%
CS
167
Credit Suisse
Switzerland
$1.69M 22,102 +22,102 New
SWP
168
Stratos Wealth Partners
Ohio
$1.68M 21,956 +2,195 +11%
CHC
169
City Holding Co
West Virginia
$1.66M 21,772 -330 -1%
BWFA
170
Baltimore-Washington Financial Advisors
Maryland
$1.65M 21,664 -216 -1%
WSFS
171
Wilmington Savings Fund Society
Delaware
$1.6M 20,933 +2,522 +14%
FA
172
FCG Advisors
New Jersey
$1.57M 20,578 -1,062 -5%
TC
173
Telemus Capital
Michigan
$1.56M 20,432 +560 +3%
BRWM
174
B. Riley Wealth Management
Tennessee
$1.56M 20,405 +1,468 +8%
VF
175
Virtu Financial
New York
$1.5M 19,636 +19,636 New
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