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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 %
BJL
176
Brighton Jones LLC
Washington
$1.5M 19,588 -1,263 -6%
AT
177
Arden Trust
Delaware
$1.47M 19,297 -1,016 -5%
MPW
178
MA Private Wealth
California
$1.47M 19,236 +19,236 New
Renaissance Technologies
179
Renaissance Technologies
New York
$1.47M 19,218 +19,218 New
SCG
180
Sonata Capital Group
Washington
$1.44M 18,793 -2,760 -13%
EAM
181
Eukles Asset Management
Ohio
$1.42M 18,631 +18,631 New
FIM
182
Freedom Investment Management
Connecticut
$1.42M 18,541 +4,756 +35%
MCM
183
MAI Capital Management
Ohio
$1.4M 18,366 +258 +1%
SPC
184
Sigma Planning Corp
Michigan
$1.38M 18,127 +1,220 +7%
AI
185
Ariel Investments
Illinois
$1.37M 17,986 +17,986 New
IA
186
IFP Advisors
Florida
$1.37M 18,036 -6,257 -26%
GT
187
Glenview Trust
Kentucky
$1.36M 17,844 -109 -0.6%
V
188
Veritable
Delaware
$1.36M 17,814 – –
TCM
189
Telos Capital Management
California
$1.31M 17,191 +2,097 +14%
CTC
190
Central Trust Company
Missouri
$1.29M 16,960 +1,743 +11%
FCBT
191
First Citizens Bank & Trust
North Carolina
$1.29M 16,886 +8,695 +106%
IWM
192
IHT Wealth Management
Illinois
$1.27M 16,598 +637 +4%
PCG
193
Private Capital Group
Connecticut
$1.26M 16,481 +1,939 +13%
HCMT
194
Highland Capital Management (Tennessee)
Tennessee
$1.2M 15,735 -1,255 -7%
SIAS
195
Shine Investment Advisory Services
Colorado
$1.19M 15,525 +200 +1%
AB
196
Atlas Brown
Kentucky
$1.16M 15,177 -87 -0.6%
OC
197
Oppenheimer & Co
New York
$1.16M 15,152 +279 +2%
MGIA
198
Moneta Group Investment Advisors
Missouri
$1.15M 15,088 +826 +6%
WB
199
WesBanco Bank
West Virginia
$1.14M 14,915 -263 -2%
MA
200
MCF Advisors
Kentucky
$1.12M 14,685 -421 -3%
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