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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

620 hedge funds and large institutions have $8.91B invested in iShares Russell Mid-Cap Value ETF in 2019 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 206 increasing their positions, 145 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
620
Holders Change
+84
Holders Change %
+15.67%
% of All Funds
12.24%
Holding in Top 10
38
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+35.71%
% of All Funds
0.75%
New
123
Increased
206
Reduced
145
Closed
32
Calls
$315K
Puts
$540K
Net Calls
-$225K
Net Calls Change
+$232K

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
$361M
2
American Century Companies
American Century Companies
Missouri
$416M
3
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$51.6M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$175M
5
FCBT
First Citizens Bank & Trust
North Carolina
$37.7M

Top Sellers

1
SGAM
Stephens Group Asset Management
Arkansas
$85M
2
Axa
Axa
France
$0
3
M&T Bank
M&T Bank
New York
$0
4
AP
Advisors Preferred
Maryland
$0
5
Ameriprise
Ameriprise
Minnesota
$86.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Barclays
351
Barclays
United Kingdom
$385K – – –
CAG
352
Crestwood Advisors Group
Massachusetts
$379K -$18.7K -197 -5%
IB
353
Intrust Bank
Kansas
$374K +$9.48K +100 +3%
RBFC
354
Roman Butler Fullerton & Co
Missouri
$373K -$20K -211 -5%
EWMCB
355
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$370K – – –
IA
356
IFP Advisors
Florida
$367K -$51.1K -545 -12%
CIBC World Market
357
CIBC World Market
Ontario, Canada
$367K +$52.3K +552 +17%
Boston Partners
358
Boston Partners
Massachusetts
$367K +$308K +3,258 +525%
FNBOO
359
First National Bank of Omaha
Nebraska
$364K -$53.2K -561 -13%
HSWM
360
Hubbell Strickland Wealth Management
Louisiana
$364K +$474 +5 +0.1%
VFA
361
Voya Financial Advisors
Connecticut
$362K -$37.3K -396 -9%
RIS
362
Retirement Income Solutions
Michigan
$360K -$92.2K -973 -20%
FMWA
363
Forvis Mazars Wealth Advisors
Missouri
$359K +$2.09K +22 +0.6%
HTC
364
Haverford Trust Company
Pennsylvania
$357K +$357K +3,771 New
CBFP
365
Cedar Brook Financial Partners
Ohio
$354K -$6.26K -66 -2%
CHJWM
366
Carlton Hofferkamp & Jenks Wealth Management
Texas
$349K +$349K +3,718 New
BFPW
367
BOK Financial Private Wealth
Colorado
$345K -$2.84K -30 -0.8%
IWP
368
Icon Wealth Partners
Texas
$341K -$11.8K -125 -3%
VWA
369
V Wealth Advisors
Kansas
$338K – – –
MIC
370
Means Investment Company
Maine
$337K +$1.54K +16 +0.5%
NGA
371
Naples Global Advisors
Florida
$336K – – –
MBT
372
Montecito Bank & Trust
California
$336K – – –
CIC
373
Carnegie Investment Counsel
Ohio
$334K – – –
AWA
374
Artemis Wealth Advisors
New York
$332K – – –
LNC
375
Lincoln National Corp
Pennsylvania
$331K +$15.1K +159 +5%
13 14
15
16 17