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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

620 hedge funds and large institutions have $8.91B invested in iShares Russell Mid-Cap Value ETF in 2019 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 206 increasing their positions, 145 reducing their positions, and 32 closing their positions.

Holders
620
Holders Change
+84
Holders Change %
+15.67%
% of All Funds
12.24%
Holding in Top 10
38
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+35.71%
% of All Funds
0.75%
New
123
Increased
206
Reduced
145
Closed
32
Calls
$315K
Puts
$540K
Net Calls
-$225K
Net Calls Change
+$232K

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$361M
2
EH
2
Equitable Holdings
New York
$69.7M
3
American Century Companies
3
American Century Companies
Missouri
$416M
4
JFGIW
4
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$51.6M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$175M

Top Sellers

1
SGAM
1
Stephens Group Asset Management
Arkansas
$85M
2
Axa
2
Axa
France
$0
3
M&T Bank
3
M&T Bank
New York
$0
4
AP
4
Advisors Preferred
Maryland
$0
5
Ameriprise
5
Ameriprise
Minnesota
$86.4M
Name Market Value Shares Shares
Change 		Shares
Change %
PA
226
Paracle Advisors
Washington
$1.19M 12,572 – –
SCM
227
SOL Capital Management
Maryland
$1.19M 12,521 +21 +0.2%
SIA
228
Starfire Investment Advisers
Michigan
$1.18M 12,499 +31 +0.2%
NNP
229
Nachman Norwood & Parrott
South Carolina
$1.14M 12,066 – –
AAS
230
Avantax Advisory Services
Texas
$1.14M 12,050 +12,050 New
VR
231
Viridian RIA
Washington
$1.11M 11,752 – –
BUB
232
BBVA USA Bancshares
Texas
$1.11M 11,695 +12 +0.1%
NWS
233
Newport Wealth Strategies
California
$1.09M 11,621 – –
PPA
234
Parametric Portfolio Associates
Washington
$1.09M 11,509 +844 +8%
FIA
235
Foundations Investment Advisors
Arizona
$1.07M 11,318 +2,315 +26%
SFA
236
Sequoia Financial Advisors
Ohio
$1.06M 11,212 +773 +7%
BCM
237
Brookstone Capital Management
Illinois
$1.06M 11,194 +680 +6%
IWM
238
IHT Wealth Management
Illinois
$1.04M 10,988 -4,253 -28%
BIA
239
BHK Investment Advisors
Alabama
$1.04M 10,962 -246 -2%
TFCP
240
Twin Focus Capital Partners
Massachusetts
$1.04M 10,943 +1,230 +13%
Citadel Advisors
241
Citadel Advisors
Florida
$1.02M 10,799 +10,799 New
WI
242
Wedgewood Investors
Pennsylvania
$1M 10,592 – –
CS
243
Credit Suisse
Switzerland
$990K 10,444 +10,444 New
BIA
244
Bigelow Investment Advisors
Maine
$988K 10,427 +2 +0%
FCI
245
Financial Counselors Inc
Kansas
$978K 10,319 -161 -2%
ATPW
246
Ashton Thomas Private Wealth
Arizona
$976K 10,297 +10,297 New
SWM
247
SVA Wealth Management
Wisconsin
$945K 9,971 +15 +0.2%
MA
248
MCF Advisors
Kentucky
$940K 9,920 -57 -0.6%
MC
249
Mathes Company
New York
$933K 9,840 +600 +6%
ASN
250
Advisory Services Network
Georgia
$922K 9,727 -3,455 -26%
8 9
10
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