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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
American Century Companies
2
American Century Companies
Missouri
$416M
3
JFGIW
3
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$51.6M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$175M
5
FCBT
5
First Citizens Bank & Trust
North Carolina
$37.7M

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 Holding Trade Value Shares
Change 		Shares
Change %
HNB
276
Huntington National Bank
Ohio
$647K -$625K – –
Franklin Resources
277
Franklin Resources
California
$645K +$143K +1,510 +29%
PTC
278
Private Trust Company
Ohio
$643K -$44.5K -470 -6%
TI
279
Truepoint Inc
Ohio
$643K – – –
MGIA
280
Moneta Group Investment Advisors
Missouri
$642K +$50.3K +531 +9%
FUBT
281
First United Bank & Trust
Maryland
$637K -$15.3K -161 -2%
MWM
282
Mission Wealth Management
California
$628K +$38.2K +403 +6%
CC
283
Courier Capital
New York
$627K +$472 +5 +0.1%
FMTC
284
Farmers & Merchants Trust Company
California
$623K – – –
BB
285
Busey Bank
Illinois
$621K +$158K +1,672 +34%
HB
286
Homrich & Berg
Georgia
$619K -$2.94K -31 -0.5%
FFN
287
Focus Financial Network
Minnesota
$618K +$10.9K +115 +2%
BCM
288
BTC Capital Management
Iowa
$610K -$41.7K -440 -6%
SWM
289
SeaCrest Wealth Management
New York
$610K -$4.55K -48 -0.7%
AAM
290
Autus Asset Management
Arizona
$607K -$9.96K -105 -2%
ZF
291
Zhang Financial
Michigan
$607K – – –
PJSIMP
292
P.J. Schmidt Investment Management (PJS)
Wisconsin
$597K +$18.9K +200 +3%
SAM
293
Silvercrest Asset Management
New York
$594K – – –
Cetera Investment Advisers
294
Cetera Investment Advisers
Illinois
$589K -$214K -2,258 -27%
PFS
295
Prospera Financial Services
Texas
$586K +$586K +6,182 New
KPW
296
Kore Private Wealth
New York
$575K – – –
CFG
297
Cooper Financial Group
California
$573K -$3.7K -39 -0.6%
TGAM
298
TBH Global Asset Management
Tennessee
$571K +$571K +6,029 New
MPWT
299
MassMutual Private Wealth & Trust
Connecticut
$556K +$467K +4,924 +524%
APP
300
Avantax Planning Partners
Iowa
$555K -$569 -6 -0.1%
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