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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

489 hedge funds and large institutions have $7.57B invested in iShares Russell Mid-Cap Value ETF in 2017 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 152 increasing their positions, 137 reducing their positions, and 30 closing their positions.

Holders
489
Holders Change
+55
Holders Change %
+12.67%
% of All Funds
11.11%
Holding in Top 10
33
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+22.22%
% of All Funds
0.75%
New
87
Increased
152
Reduced
137
Closed
30
Calls
$205K
Puts
$2.86M
Net Calls
-$2.66M
Net Calls Change
-$27.7M

Top Buyers

1
SGAM
1
Stephens Group Asset Management
Arkansas
$79.7M
2
TF
2
TIAA FSB
Florida
$1.98B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$485M
4
Bank of America
4
Bank of America
North Carolina
$335M
5
WWM
5
Windsor Wealth Management
Indiana
$29.3M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$267M
2
SI
2
Stephens Inc
Arkansas
$97M
3
SAM
3
Sentinel Asset Management
Vermont
$9.88M
4
Victory Capital Management
4
Victory Capital Management
Texas
$164M
5
Ohio Public Employees Retirement System (OPERS)
5
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.27M
Name Market Value Shares Shares
Change 		Shares
Change %
MIAN
201
Mariner Independent Advisor Network
Kansas
$1.04M 11,663 -29,682 -72%
BUB
202
BBVA USA Bancshares
Texas
$1.02M 11,422 +57 +0.5%
OC
203
Oppenheimer & Co
New York
$1.02M 11,390 -87 -0.8%
MWM
204
Meridian Wealth Management
Kentucky
$1M 11,718 +17 +0.1%
BIA
205
Bigelow Investment Advisors
Maine
$987K 11,075 +11,075 New
A
206
AdvicePeriod
California
$973K 10,915 +10,915 New
FFG
207
Ford Financial Group
California
$962K 10,648 +10,648 New
Two Sigma Advisers
208
Two Sigma Advisers
New York
$954K 10,700 +10,700 New
WI
209
Wedgewood Investors
Pennsylvania
$945K 10,604 -162 -2%
BCM
210
Brookstone Capital Management
Illinois
$901K 10,109 +4,114 +69%
IWP
211
Icon Wealth Partners
Texas
$877K 9,837 +9,837 New
Comerica Bank
212
Comerica Bank
Texas
$872K 9,437 +1,017 +12%
FA
213
FDx Advisors
Illinois
$860K 9,644 -1,043 -10%
CC
214
Cassaday & Co
Virginia
$855K 9,587 +19 +0.2%
BAS
215
Brown Advisory Securities
Maryland
$853K 9,541 +5,014 +111%
PFT
216
Providence First Trust
Arizona
$852K 9,555 -150 -2%
CIBC World Market
217
CIBC World Market
Ontario, Canada
$846K 9,490 +2,090 +28%
HCA
218
Harbour Capital Advisors
Virginia
$837K 9,390 -200 -2%
BFPW
219
BOK Financial Private Wealth
Colorado
$836K 9,383 – –
MCWS
220
McKinley Carter Wealth Services
West Virginia
$820K 9,196 -129 -1%
NFC
221
Northeast Financial Consultants
Connecticut
$799K 8,963 +46 +0.5%
CBN
222
Cadence Bank NA
Texas
$773K 8,663 – –
PSUF
223
People's United Financial
Connecticut
$773K 8,666 +8,666 New
AW
224
ACG Wealth
Georgia
$765K 8,582 +4,860 +131%
BIA
225
BHK Investment Advisors
Alabama
$720K 8,079 +8,079 New
7 8
9
10 11