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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

532 hedge funds and large institutions have $6.5B invested in iShares Russell Mid-Cap Value ETF in 2020 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 167 increasing their positions, 202 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
532
Holders Change
-88
Holders Change %
-14.19%
% of All Funds
11.75%
Holding in Top 10
25
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-34.21%
% of All Funds
0.55%
New
49
Increased
167
Reduced
202
Closed
128
Calls
$378K
Puts
$10K
Net Calls
+$368K
Net Calls Change
+$593K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$608M
2
TF
TIAA FSB
Florida
$1.24B
3
Betterment LLC
Betterment LLC
New York
$206M
4
Victory Capital Management
Victory Capital Management
Texas
$248M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$600M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
$50.7M
2
UBS Group
UBS Group
Switzerland
$144M
3
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.83M
4
MMEA
Main Management ETF Advisors
California
$0
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$19.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
276
OneDigital Investment Advisors
Kansas
$415K +$415K +6,472 New
FUBT
277
First United Bank & Trust
Maryland
$407K -$24K -375 -6%
AAM
278
Autus Asset Management
Arizona
$404K -$6.54K -102 -2%
AW
279
ACG Wealth
Georgia
$402K +$92.5K +1,445 +30%
BB
280
Busey Bank
Illinois
$401K -$19K -297 -5%
PFS
281
Prospera Financial Services
Texas
$396K +$128 +2 +0%
SAM
282
Silvercrest Asset Management
New York
$394K -$7.75K -121 -2%
MWP
283
MYCIO Wealth Partners
Pennsylvania
$392K -$5.47M -85,466 -93%
KPW
284
Kore Private Wealth
New York
$389K – – –
KWM
285
Kingsview Wealth Management
Oregon
$388K -$56.5K -883 -13%
BIA
286
Bigelow Investment Advisors
Maine
$386K -$283K -4,408 -42%
TGAM
287
TBH Global Asset Management
Tennessee
$386K – – –
BP
288
BBR Partners
New York
$383K +$383K +5,981 New
MC
289
Mathes Company
New York
$381K -$250K -3,900 -40%
APP
290
Avantax Planning Partners
Iowa
$375K – – –
ZF
291
Zhang Financial
Michigan
$373K -$37K -578 -9%
BP
292
Ballentine Partners
Massachusetts
$367K +$197K +3,082 +116%
Bank of Montreal
293
Bank of Montreal
Ontario, Canada
$366K +$191K +3,105 +109%
DWA
294
Douglass Winthrop Advisors
New York
$365K – – –
FNBT
295
FineMark National Bank & Trust
Florida
$364K +$7.95K +124 +2%
BCM
296
Brookstone Capital Management
Illinois
$361K -$356K -5,559 -50%
CAM
297
Cubic Asset Management
Massachusetts
$360K -$961 -15 -0.3%
Franklin Resources
298
Franklin Resources
California
$357K -$79.3K -1,237 -18%
QCG
299
Quadrant Capital Group
Ohio
$355K – – –
Renaissance Technologies
300
Renaissance Technologies
New York
$352K +$352K +5,500 New
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12
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