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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 %
TF
1
TIAA FSB
Florida
$1.98B 22,181,767 +879,812 +4%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$485M 5,438,776 +465,402 +9%
Wells Fargo
3
Wells Fargo
California
$448M 5,019,617 +123,448 +3%
Morgan Stanley
4
Morgan Stanley
New York
$411M 4,613,558 -33,584 -0.7%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$403M 4,520,037 +304,944 +7%
CB
6
Commerce Bank
Missouri
$353M 3,960,538 -46,819 -1%
Bank of America
7
Bank of America
North Carolina
$335M 3,761,304 +379,022 +11%
American Century Companies
8
American Century Companies
Missouri
$267M 2,989,602 -1,329,719 -31%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$230M 2,575,172 -36,079 -1%
UBS Group
10
UBS Group
Switzerland
$219M 2,452,226 +21,519 +0.9%
Victory Capital Management
11
Victory Capital Management
Texas
$164M 1,843,960 -163,740 -8%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$151M 1,689,380 +91,655 +6%
SI
13
Stephens Inc
Arkansas
$97M 1,088,361 -739,627 -40%
Ameriprise
14
Ameriprise
Minnesota
$82M 920,258 +98,609 +12%
Goldman Sachs
15
Goldman Sachs
New York
$81.5M 913,880 +33,467 +4%
SGAM
16
Stephens Group Asset Management
Arkansas
$79.7M 893,939 +893,939 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$73.7M 826,231 +18,964 +2%
Axa
18
Axa
France
$67.3M 754,375 – –
LPL Financial
19
LPL Financial
California
$64.6M 724,535 -16,946 -2%
SB
20
Suntrust Banks
Georgia
$54.6M 612,842 -4,308 -0.7%
Betterment LLC
21
Betterment LLC
New York
$49.8M 558,246 -11,715 -2%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$40.2M 450,827 -14,673 -3%
M&T Bank
23
M&T Bank
New York
$39.6M 443,854 -26,703 -6%
ZB
24
Zions Bancorporation
Utah
$37.6M 421,232 +34,456 +9%
US Bancorp
25
US Bancorp
Minnesota
$34M 381,728 -2,822 -0.7%
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