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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 %
WB
176
WesBanco Bank
West Virginia
$1.21M 15,026 +28 +0.2%
CI
177
Cavalier Investments
Georgia
$1.21M 14,977 -2,670 -15%
SIAS
178
Shine Investment Advisory Services
Colorado
$1.2M 14,869 +163 +1%
MCM
179
MAI Capital Management
Ohio
$1.17M 14,541 +4,881 +51%
DW
180
Domani Wealth
Pennsylvania
$1.16M 14,461 -1,176 -8%
TCM
181
Telos Capital Management
California
$1.11M 13,780 +663 +5%
MWP
182
MYCIO Wealth Partners
Pennsylvania
$1.11M 13,781 +3,362 +32%
PFP
183
Pinnacle Financial Partners
Tennessee
$1.08M 13,380 +5,135 +62%
DWA
184
Dorsey Wright & Associates
California
$1.03M 12,779 +12,779 New
SWP
185
Stratos Wealth Partners
Ohio
$1.01M 12,591 +1,474 +13%
MGIA
186
Moneta Group Investment Advisors
Missouri
$1M 12,475 -1,235 -9%
BUB
187
BBVA USA Bancshares
Texas
$995K 12,368 -2,006 -14%
GP
188
Girard Partners
Pennsylvania
$980K 12,189 -295 -2%
WI
189
WrapManager Inc
California
$977K 12,152 +1,022 +9%
BPB
190
Badgley, Phelps & Bell
Washington
$973K 12,100 – –
CA
191
Cetera Advisors
Colorado
$954K 11,937 -387 -3%
Chevy Chase Trust
192
Chevy Chase Trust
Maryland
$935K 11,623 +1,000 +9%
AllianceBernstein
193
AllianceBernstein
Tennessee
$921K 11,451 +11,451 New
Comerica Bank
194
Comerica Bank
Texas
$911K 11,193 -4,277 -28%
WI
195
Wedgewood Investors
Pennsylvania
$886K 11,016 -880 -7%
BWFA
196
Baltimore-Washington Financial Advisors
Maryland
$874K 10,869 +1,486 +16%
BCM
197
BTC Capital Management
Iowa
$868K 10,785 – –
FA
198
FDx Advisors
Illinois
$864K 10,738 +2,288 +27%
SS
199
Simplicity Solutions
Minnesota
$856K 10,648 +6,796 +176%
BFPW
200
BOK Financial Private Wealth
Colorado
$849K 10,554 -3,174 -23%
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