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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

434 hedge funds and large institutions have $7.03B invested in iShares Russell Mid-Cap Value ETF in 2017 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 142 increasing their positions, 135 reducing their positions, and 35 closing their positions.

Holders
434
Holders Change
-2
Holders Change %
-0.46%
% of All Funds
10.84%
Holding in Top 10
27
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.67%
New
35
Increased
142
Reduced
135
Closed
35
Calls
$26.7M
Puts
$1.61M
Net Calls
+$25M
Net Calls Change
+$25.4M

Top Buyers

1
TF
1
TIAA FSB
Florida
$1.81B
2
Goldman Sachs
2
Goldman Sachs
New York
$74.8M
3
LFAS
3
Level Four Advisory Services
Texas
$29.7M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$358M
5
American Century Companies
5
American Century Companies
Missouri
$367M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$69.7M
2
UBS AM
2
UBS AM
Illinois
$73.5K
3
Stifel Financial
3
Stifel Financial
Missouri
$9.11M
4
Bank of America
4
Bank of America
North Carolina
$287M
5
BFEC
5
Benjamin F. Edwards & Company
Missouri
$141K
Name Market Value Shares Shares
Change 		Shares
Change %
TF
1
TIAA FSB
Florida
$1.81B 21,301,955 +6,480,886 +44%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$422M 4,973,374 +10,430 +0.2%
Wells Fargo
3
Wells Fargo
California
$416M 4,896,169 -56,414 -1%
Morgan Stanley
4
Morgan Stanley
New York
$395M 4,647,142 +255,746 +6%
American Century Companies
5
American Century Companies
Missouri
$367M 4,319,321 +279,958 +7%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$358M 4,215,093 +313,729 +8%
CB
7
Commerce Bank
Missouri
$340M 4,007,357 +20,376 +0.5%
Bank of America
8
Bank of America
North Carolina
$287M 3,382,282 -151,770 -4%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$222M 2,611,251 -49,030 -2%
UBS Group
10
UBS Group
Switzerland
$206M 2,430,707 +11,263 +0.5%
Victory Capital Management
11
Victory Capital Management
Texas
$171M 2,007,700 +140,900 +8%
SI
12
Stephens Inc
Arkansas
$155M 1,827,988 -5,528 -0.3%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$136M 1,597,725 +31,611 +2%
Goldman Sachs
14
Goldman Sachs
New York
$74.8M 880,413 +757,669 +617%
Ameriprise
15
Ameriprise
Minnesota
$69.7M 821,649 -931,046 -53%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$68.6M 807,267 +180,351 +29%
Axa
17
Axa
France
$64.1M 754,375 -28,200 -4%
LPL Financial
18
LPL Financial
California
$63M 741,481 -68,277 -8%
SB
19
Suntrust Banks
Georgia
$52.4M 617,150 +11,258 +2%
Betterment LLC
20
Betterment LLC
New York
$48.4M 569,961 +14,466 +3%
M&T Bank
21
M&T Bank
New York
$40M 470,557 -32,449 -6%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$39.5M 465,500 +28,949 +7%
ZB
23
Zions Bancorporation
Utah
$32.8M 386,776 +49,583 +15%
US Bancorp
24
US Bancorp
Minnesota
$32.7M 384,550 +17,162 +5%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$29.7M 350,100 -99,917 -22%
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