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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 %
GTAM
276
Global Trust Asset Management
Florida
$468K 6,114 +2,125 +53%
CAC
277
Certified Advisory Corp
Florida
$468K 6,118 +6,118 New
AAM
278
Autus Asset Management
Arizona
$467K 6,099 -199 -3%
RMCM
279
Reynders McVeigh Capital Management
Massachusetts
$466K 6,092 -1,001 -14%
KWM
280
Kingsview Wealth Management
Oregon
$464K 6,061 +1 +0%
BB
281
Busey Bank
Illinois
$463K 6,050 -210 -3%
TGAM
282
TBH Global Asset Management
Tennessee
$461K 6,029 – –
TP
283
Tranquility Partners
Tennessee
$461K 6,028 +1,194 +25%
Cetera Investment Advisers
284
Cetera Investment Advisers
Illinois
$446K 5,833 -270 -4%
ZF
285
Zhang Financial
Michigan
$446K 5,826 – –
IWC
286
Integrated Wealth Concepts
Massachusetts
$445K 5,818 -914 -14%
DWA
287
Douglass Winthrop Advisors
New York
$436K 5,700 – –
Neuberger Berman Group
288
Neuberger Berman Group
New York
$431K 5,633 -1,981 -26%
CAM
289
Cubic Asset Management
Massachusetts
$430K 5,619 – –
AI
290
Accredited Investors
Minnesota
$429K 5,612 -23,477 -81%
FLI
291
Family Legacy Inc
South Carolina
$418K 5,456 +321 +6%
CCM
292
Cohen Capital Management
California
$415K 5,418 +51 +1%
HB
293
Homrich & Berg
Georgia
$414K 5,408 +104 +2%
Bessemer Group
294
Bessemer Group
New Jersey
$408K 5,337 +4,458 +507%
Luther King Capital Management (LKCM)
295
Luther King Capital Management (LKCM)
Texas
– – – –
BCM
296
Brookstone Capital Management
Illinois
$394K 5,144 -491 -9%
AllianceBernstein
297
AllianceBernstein
Tennessee
$393K 5,139 -17,628 -77%
AA
298
Alesco Advisors
New York
$386K 5,040 -1,461 -22%
GPA
299
Guidance Point Advisors
Massachusetts
$384K 5,027 +5,027 New
FNBT
300
FineMark National Bank & Trust
Florida
$383K 5,006 -675 -12%
10 11
12
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