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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

437 hedge funds and large institutions have $6.15B invested in iShares Russell Mid-Cap Value ETF in 2017 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 127 increasing their positions, 157 reducing their positions, and 36 closing their positions.

Holders
437
Holders Change
+5
Holders Change %
+1.16%
% of All Funds
10.9%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.82%
New
45
Increased
127
Reduced
157
Closed
36
Calls
$4.22M
Puts
$7.81M
Net Calls
-$3.59M
Net Calls Change
-$401K

Top Buyers

1
UBS AM
1
UBS AM
Illinois
$63.6M
2
TCT
2
TIAA CREF Trust
Missouri
$1.17B
3
Morgan Stanley
3
Morgan Stanley
New York
$369M
4
Stifel Financial
4
Stifel Financial
Missouri
$40M
5
Victory Capital Management
5
Victory Capital Management
Texas
$153M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$10.8M
2
American Century Companies
2
American Century Companies
Missouri
$295M
3
Wells Fargo
3
Wells Fargo
California
$419M
4
Jane Street
4
Jane Street
New York
$0
5
US Bancorp
5
US Bancorp
Minnesota
$31.3M
Name Market Value Shares Shares
Change 		Shares
Change %
TCT
1
TIAA CREF Trust
Missouri
$1.17B 14,111,789 +752,803 +6%
Wells Fargo
2
Wells Fargo
California
$419M 5,053,101 -275,973 -5%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$409M 4,930,785 -35,521 -0.7%
Morgan Stanley
4
Morgan Stanley
New York
$369M 4,448,679 +474,306 +12%
CB
5
Commerce Bank
Missouri
$331M 3,987,003 +9,183 +0.2%
Bank of America
6
Bank of America
North Carolina
$298M 3,590,748 -74,046 -2%
American Century Companies
7
American Century Companies
Missouri
$295M 3,558,601 -945,692 -21%
Jones Financial Companies
8
Jones Financial Companies
Missouri
$292M 3,524,507 +268,223 +8%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$224M 2,698,690 -10,158 -0.4%
UBS Group
10
UBS Group
Switzerland
$201M 2,427,347 -29,891 -1%
Victory Capital Management
11
Victory Capital Management
Texas
$153M 1,839,300 +361,500 +24%
SI
12
Stephens Inc
Arkansas
$138M 1,661,557 +60,719 +4%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$128M 1,547,264 +99,312 +7%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$83.8M 1,010,150 -20,273 -2%
Axa
15
Axa
France
$66M 794,975 -30,900 -4%
UBS AM
16
UBS AM
Illinois
$63.6M 766,320 +766,320 New
SB
17
Suntrust Banks
Georgia
$50.1M 604,017 -30,269 -5%
Ameriprise
18
Ameriprise
Minnesota
$50.1M 604,321 +139,868 +30%
Betterment LLC
19
Betterment LLC
New York
$46.9M 564,745 -21,771 -4%
M&T Bank
20
M&T Bank
New York
$45M 542,195 -23,067 -4%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$43.8M 527,444 +41,919 +9%
Stifel Financial
22
Stifel Financial
Missouri
$40M 482,428 +446,317 +1,236%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$35.9M 435,417 -23,807 -5%
US Bancorp
24
US Bancorp
Minnesota
$31.3M 376,740 -120,349 -24%
LFAS
25
Level Four Advisory Services
Texas
$28.5M 343,051 -479 -0.1%
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