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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 %
FUBT
301
First United Bank & Trust
Maryland
$382K 4,994 -1,355 -21%
LC
302
LCNB Corp
Ohio
$378K 4,945 -100 -2%
CWM
303
Cranbrook Wealth Management
Michigan
$377K 4,926 -124 -2%
DJSG
304
D.J. St. Germain
Massachusetts
$372K 4,864 -449 -8%
FAAS
305
First Allied Advisory Services
California
$370K 4,830 -544 -10%
ECG
306
Edge Capital Group
Georgia
$369K 4,815 – –
TI
307
Trexquant Investment
Connecticut
$363K 4,749 -121 -2%
IA
308
IFG Advisory
Georgia
$359K 4,703 -376 -7%
CAG
309
Csenge Advisory Group
Florida
$358K 4,680 +4,680 New
CWM
310
Cordatus Wealth Management
Pennsylvania
$356K 4,649 +44 +1%
CHJWM
311
Carlton Hofferkamp & Jenks Wealth Management
Texas
$352K 4,348 +33 +0.8%
TNB
312
TCF National Bank
South Dakota
$345K 3,870 +720 +23%
Mercer Global Advisors
313
Mercer Global Advisors
Colorado
$339K 4,424 -4,170 -49%
NFG
314
Nadler Financial Group
Illinois
$339K 4,430 +575 +15%
NFG
315
NewFocus Financial Group
Washington
$335K 4,378 – –
MCM
316
Manchester Capital Management
Vermont
$335K 4,376 – –
AW
317
ACG Wealth
Georgia
$333K 4,354 -1,923 -31%
CCP
318
Corient Capital Partners
California
$333K 4,352 – –
OFG
319
Oxford Financial Group
Indiana
$327K 4,276 -20 -0.5%
RJT
320
Raymond James Trust
Florida
$322K 4,204 -933 -18%
CWS
321
Cypress Wealth Services
California
$322K 4,207 – –
AIM
322
Allen Investment Management
New York
$319K 4,165 -81 -2%
GFP
323
Gryphon Financial Partners
Ohio
$318K 4,156 -186 -4%
FCM
324
Firestone Capital Management
Florida
$318K 4,160 – –
BFEC
325
Benjamin F. Edwards & Company
Missouri
$318K 4,150 +3,230 +351%
11 12
13
14 15