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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 %
FAIM
326
Financial Advocates Investment Management
Washington
$316K 3,220 +3,220 New
NI
327
Nuance Investments
Missouri
$314K 4,099 -27,343 -87%
BEAM
328
Baker Ellis Asset Management
Washington
$314K 4,107 – –
1SB
329
1ST Source Bank
Indiana
$314K 4,097 – –
BAM
330
Berkshire Asset Management
Pennsylvania
$312K 4,080 -85 -2%
Barclays
331
Barclays
United Kingdom
$311K 4,060 – –
EWMCB
332
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$298K 3,900 – –
WAM
333
Wealthspire Advisors (Maryland)
Maryland
$296K 3,865 -733 -16%
VWA
334
V Wealth Advisors
Kansas
$295K 3,851 -355 -8%
HSWM
335
Hubbell Strickland Wealth Management
Louisiana
$295K 3,851 +4 +0.1%
MIC
336
Means Investment Company
Maine
$295K 3,531 +12 +0.3%
IB
337
Intrust Bank
Kansas
$294K 3,847 – –
Chevy Chase Trust
338
Chevy Chase Trust
Maryland
$292K 3,812 -300 -7%
HTC
339
Haverford Trust Company
Pennsylvania
$289K 3,771 – –
WT
340
Washington Trust
Rhode Island
$285K 3,776 -250 -6%
FMWA
341
Forvis Mazars Wealth Advisors
Missouri
$284K 3,714 – –
AWA
342
Arkadios Wealth Advisors
Georgia
$281K 3,646 -8,091 -69%
NWS
343
Newport Wealth Strategies
California
$279K 3,641 -5,665 -61%
DW
344
Domani Wealth
Pennsylvania
$278K 3,630 -1,051 -22%
IWP
345
Icon Wealth Partners
Texas
$273K 3,567 -1 -0%
MBT
346
Montecito Bank & Trust
California
$271K 3,543 – –
C
347
Certuity
Florida
$271K 3,544 +3,544 New
AWA
348
Artemis Wealth Advisors
New York
$268K 3,500 – –
BFIM
349
Beese Fulmer Investment Management
Ohio
$266K 3,478 – –
CFB
350
Cullen/Frost Bankers
Texas
$262K 3,419 +3,010 +736%
12 13
14
15 16