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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

378 hedge funds and large institutions have $4.88B invested in iShares Russell Mid-Cap Value ETF in 2016 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 127 increasing their positions, 121 reducing their positions, and 10 closing their positions.

Holders
378
Holders Change
+28
Holders Change %
+8%
% of All Funds
10.1%
Holding in Top 10
29
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+26.09%
% of All Funds
0.77%
New
40
Increased
127
Reduced
121
Closed
10
Calls
$2.88M
Puts
$4.17M
Net Calls
-$1.28M
Net Calls Change
-$713K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$93.8M
2
LTFS
2
Ladenburg Thalmann Financial Services
Florida
$105M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$49.5M
4
NSCM
4
New South Capital Management
Tennessee
$37.4M
5
Ohio Public Employees Retirement System (OPERS)
5
Ohio Public Employees Retirement System (OPERS)
Ohio
$32.1M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$13.9M
2
American Century Companies
2
American Century Companies
Missouri
$247M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$387M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$192M
5
BWM
5
Braver Wealth Management
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BPB
176
Badgley, Phelps & Bell
Washington
$899K 12,100 -530 -4%
Franklin Resources
177
Franklin Resources
California
$893K 12,031 +1,050 +10%
WI
178
Wedgewood Investors
Pennsylvania
$884K 11,896 -600 -5%
ICAS
179
Investors Capital Advisory Services
Massachusetts
$853K 11,485 -44 -0.4%
WI
180
WrapManager Inc
California
$844K 11,355 -257 -2%
HNB
181
Huntington National Bank
Ohio
– – – –
CA
182
Cetera Advisors
Colorado
$834K 11,271 +1,873 +20%
VFA
183
Voya Financial Advisors
Connecticut
$828K 11,341 +11,341 New
HCA
184
Harbour Capital Advisors
Virginia
$803K 10,812 +3,275 +43%
BCM
185
BTC Capital Management
Iowa
$802K 10,785 – –
SWP
186
Stratos Wealth Partners
Ohio
$796K 10,714 +1,357 +15%
Chevy Chase Trust
187
Chevy Chase Trust
Maryland
$790K 10,623 +7,403 +230%
ACA
188
Anchor Capital Advisors
Massachusetts
$789K 10,625 -150 -1%
MCM
189
MAI Capital Management
Ohio
$783K 10,533 +641 +6%
MWP
190
MYCIO Wealth Partners
Pennsylvania
$771K 10,372 – –
NPF
191
Norris Perne & French
Michigan
$753K 10,140 – –
ASN
192
Advisory Services Network
Georgia
$730K 9,822 +8,639 +730%
GFG
193
Gray Financial Group
Georgia
$727K 8,780 -41,160 -82%
MFW
194
Mosaic Family Wealth
Missouri
$718K 9,653 -412 -4%
AAM
195
Autus Asset Management
Arizona
$684K 9,206 +3,265 +55%
CC
196
Cassaday & Co
Virginia
$683K 9,192 -344 -4%
SPC
197
Sigma Planning Corp
Michigan
$667K 8,974 +2,058 +30%
MBT
198
Montecito Bank & Trust
California
$653K 8,789 +8,789 New
Simplex Trading
199
Simplex Trading
Illinois
$633K 8,527 +3,116 +58%
BTS
200
BB&T Securities
Virginia
$624K 8,402 +782 +10%
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