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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

541 hedge funds and large institutions have $7.26B invested in iShares Russell Mid-Cap Value ETF in 2020 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 130 increasing their positions, 232 reducing their positions, and 46 closing their positions.

Holders
541
Holders Change
+9
Holders Change %
+1.69%
% of All Funds
11.12%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.55%
New
60
Increased
130
Reduced
232
Closed
46
Calls
$1.4M
Puts
$892K
Net Calls
+$506K
Net Calls Change
+$138K

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$324M
2
Truist Financial
2
Truist Financial
North Carolina
$355M
3
Morgan Stanley
3
Morgan Stanley
New York
$744M
4
GG
4
GenWealth Group
New Jersey
$12.4M
5
Brown Advisory
5
Brown Advisory
Maryland
$10.2M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$107M
2
Betterment LLC
2
Betterment LLC
New York
$154M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$623M
4
CB
4
Commerce Bank
Missouri
$301M
5
Bank of America
5
Bank of America
North Carolina
$257M
Name Market Value Shares Shares
Change 		Shares
Change %
CA
251
Cornerstone Advisory
Maryland
$579K 7,561 -21,914 -74%
BPA
252
Beacon Pointe Advisors
California
$553K 7,234 +528 +8%
MC
253
Mathes Company
New York
$552K 7,219 +1,279 +22%
MFW
254
Mosaic Family Wealth
Missouri
$551K 7,195 +83 +1%
MW
255
Marcum Wealth
Ohio
$548K 7,156 +7,156 New
HCA
256
Harbour Capital Advisors
Virginia
$542K 7,080 -50 -0.7%
PTC
257
Private Trust Company
Ohio
$538K 7,028 +489 +7%
SFG
258
SNS Financial Group
Minnesota
$534K 6,983 +2,222 +47%
Deutsche Bank
259
Deutsche Bank
Germany
$533K 6,965 +6,965 New
TRCT
260
Tower Research Capital (TRC)
New York
$530K 6,917 +6,917 New
CFG
261
Cooper Financial Group
California
$526K 6,869 +348 +5%
BAM
262
Blueshift Asset Management
New Jersey
$512K 6,694 +6,694 New
HNB
263
Huntington National Bank
Ohio
– – – –
HCMT
264
Highland Capital Management (Tennessee)
Tennessee
$509K 6,655 – –
CWM
265
Cahaba Wealth Management
Georgia
$507K 6,261 -1,918 -23%
FMTC
266
Farmers & Merchants Trust Company
California
$503K 6,579 – –
RIM
267
Rockbridge Investment Management
New York
$499K 6,523 +6,523 New
TWP
268
Total Wealth Planning
Ohio
$491K 6,411 -278 -4%
SWPG
269
Strategic Wealth Partners Group
Illinois
$489K 6,384 -505 -7%
AFP
270
Ausdal Financial Partners
Iowa
$487K 6,361 – –
KPW
271
Kore Private Wealth
New York
$480K 6,283 +216 +4%
PFS
272
Prospera Financial Services
Texas
$475K 6,200 +16 +0.3%
MWP
273
MYCIO Wealth Partners
Pennsylvania
$475K 6,205 +84 +1%
CG
274
Colony Group
Massachusetts
$473K 6,175 -2,659 -30%
SAM
275
Silvercrest Asset Management
New York
$471K 6,151 – –
9 10
11
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