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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 %
TF
1
TIAA FSB
Florida
$1.82B 23,842,495 +441,109 +2%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$528M 6,970,649 +290,032 +4%
Bank of America
3
Bank of America
North Carolina
$391M 5,123,736 +1,558,608 +44%
Wells Fargo
4
Wells Fargo
California
$386M 5,051,005 +364,062 +8%
Morgan Stanley
5
Morgan Stanley
New York
$377M 4,931,540 +49,359 +1%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$342M 4,476,185 -293,250 -6%
CB
7
Commerce Bank
Missouri
$340M 4,456,809 +220,187 +5%
UBS Group
8
UBS Group
Switzerland
$212M 2,771,190 +273,260 +11%
American Century Companies
9
American Century Companies
Missouri
$193M 2,530,672 -1,476,053 -37%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$191M 2,499,795 -15,520 -0.6%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$159M 2,086,675 +16,497 +0.8%
Victory Capital Management
12
Victory Capital Management
Texas
$148M 1,937,847 +34,847 +2%
SGAM
13
Stephens Group Asset Management
Arkansas
$115M 1,509,962 +11,469 +0.8%
SI
14
Stephens Inc
Arkansas
$94.5M 1,237,409 +35,956 +3%
Betterment LLC
15
Betterment LLC
New York
$88.4M 1,158,194 +399,086 +53%
Ameriprise
16
Ameriprise
Minnesota
$85.6M 1,116,654 +86,424 +8%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$85.4M 1,119,036 +272,160 +32%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$75.3M 985,774 +768,100 +353%
Axa
19
Axa
France
$55.6M 728,475 -10,900 -1%
LPL Financial
20
LPL Financial
California
$55.1M 721,125 +7,489 +1%
SB
21
Suntrust Banks
Georgia
$48.7M 638,405 -10,111 -2%
TSW
22
Thompson Siegel & Walmsley
Virginia
$45.6M 597,575 +526,030 +735%
ACA
23
Anchor Capital Advisors
Massachusetts
$42.6M 558,416 +529,666 +1,842%
FIA
24
Foundations Investment Advisors
Arizona
$41M 482,326 +482,326 New
GLI
25
Guardian Life Insurance
New York
$38.5M 504,628 – –
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