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

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$50.7M
2
UBS Group
2
UBS Group
Switzerland
$144M
3
JFGIW
3
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.83M
4
MMEA
4
Main Management ETF Advisors
California
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$19.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAAS
301
First Allied Advisory Services
California
$344K -$26.9K -421 -7%
CCM
302
Cohen Capital Management
California
$344K – – –
DJSG
303
D.J. St. Germain
Massachusetts
$341K +$51.9K +809 +18%
HB
304
Homrich & Berg
Georgia
$340K -$78.6K -1,226 -19%
Luther King Capital Management (LKCM)
305
Luther King Capital Management (LKCM)
Texas
$338K -$500K – –
RJT
306
Raymond James Trust
Florida
$329K -$3.39K -53 -1%
FLI
307
Family Legacy Inc
South Carolina
$329K +$2.76K +43 +0.8%
IA
308
IFG Advisory
Georgia
$325K +$1.15K +18 +0.4%
CWM
309
Cranbrook Wealth Management
Michigan
$324K – – –
LC
310
LCNB Corp
Ohio
$323K +$28.9K +451 +10%
BSW
311
Buckingham Strategic Wealth
Missouri
$323K +$323K +5,038 New
CHJWM
312
Carlton Hofferkamp & Jenks Wealth Management
Texas
$322K +$44.6K +597 +16%
PWMG
313
Prestige Wealth Management Group
New Jersey
$315K -$21.5K -335 -6%
TI
314
Trexquant Investment
Connecticut
$312K +$312K +4,870 New
TP
315
Tranquility Partners
Tennessee
$310K – – –
ECG
316
Edge Capital Group
Georgia
$309K – – –
SFG
317
SNS Financial Group
Minnesota
$305K +$305K +4,761 New
DW
318
Domani Wealth
Pennsylvania
$300K -$8.2K -128 -3%
CWM
319
Cordatus Wealth Management
Pennsylvania
$295K -$4.04K -63 -1%
WAM
320
Wealthspire Advisors (Maryland)
Maryland
$295K +$192 +3 +0.1%
WANY
321
Wealthspire Advisors (New York)
New York
$295K +$295K +4,598 New
Cetera Investment Advisers
322
Cetera Investment Advisers
Illinois
$294K -$5.54K -115 -2%
MPW
323
MA Private Wealth
California
$294K -$4.04K -63 -1%
NFG
324
NewFocus Financial Group
Washington
$281K +$281K +4,378 New
MCM
325
Manchester Capital Management
Vermont
$280K – – –
11 12
13
14 15