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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 Holding Trade Value Shares
Change 		Shares
Change %
APW
351
Acima Private Wealth
Virginia
$261K – – –
EARNEST Partners
352
EARNEST Partners
Georgia
$260K -$410K -5,371 -61%
DY
353
Dowling & Yahnke
California
$258K +$3.53K +46 +1%
CCA
354
Cobblestone Capital Advisors
New York
$256K – – –
AIC
355
Ameritas Investment Company
Nebraska
$255K +$766 +10 +0.3%
LAS
356
Lloyd Advisory Services
Georgia
$255K +$7.59K +99 +3%
CAAS
357
Capital Asset Advisory Services
Michigan
$253K -$3.18K -38 -1%
VFA
358
Valeo Financial Advisors
Indiana
$253K +$11.9K +155 +5%
NAM
359
NTV Asset Management
West Virginia
$251K – – –
SHWM
360
Smith & Howard Wealth Management
Georgia
$247K – – –
RTC
361
Riverview Trust Company
Washington
$247K – – –
FA
362
FDx Advisors
Illinois
$246K -$23.5K -307 -9%
QC
363
QCM Cayman
Texas
$243K +$243K +3,174 New
RMDI
364
R.M. Davis Inc
Maine
$242K -$6.74K -88 -3%
AFC
365
AFT Forsyth & Company
Florida
$239K -$54.8K -715 -19%
9WM
366
9258 Wealth Management
Ohio
$239K +$1.76K +23 +0.7%
RBFC
367
Roman Butler Fullerton & Co
Missouri
$237K -$3.98K -52 -2%
IWAG
368
Integer Wealth Advisors Group
Georgia
$237K – – –
DWA
369
Dougherty Wealth Advisers
Minnesota
$236K +$19.9K +260 +9%
BCM
370
BTC Capital Management
Iowa
$235K +$235K +3,069 New
WP
371
WealthPLAN Partners
Nebraska
$234K +$234K +2,799 New
MWM
372
Mission Wealth Management
California
$232K +$232K +3,031 New
VA
373
Valmark Advisers
Ohio
$231K +$231K +3,021 New
PAI
374
Pittenger & Anderson Inc
Nebraska
$230K – – –
Lido Advisors
375
Lido Advisors
California
$230K +$230K +3,002 New
13 14
15
16 17