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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 %
LAS
376
Lloyd Advisory Services
Georgia
$207K +$57.4K +895 +38%
SHWM
377
Smith & Howard Wealth Management
Georgia
$206K – – –
CAAS
378
Capital Asset Advisory Services
Michigan
$206K +$116K +1,720 +128%
MCM
379
MV Capital Management
Maryland
$204K -$2.11K -33 -1%
TNB
380
TCF National Bank
South Dakota
$202K – – –
RBFC
381
Roman Butler Fullerton & Co
Missouri
$201K -$50.1K -784 -20%
PFG
382
Pacific Financial Group
Washington
$201K – – –
CAG
383
Crestwood Advisors Group
Massachusetts
$200K -$55.6K -869 -22%
IA
384
IFP Advisors
Florida
$197K -$54.9K -853 -22%
PAI
385
Pittenger & Anderson Inc
Nebraska
$192K – – –
Lazard Asset Management
386
Lazard Asset Management
New York
$190K -$3.43M -53,755 -95%
DWA
387
Dougherty Wealth Advisers
Minnesota
$181K – – –
WAP
388
Wealthcare Advisory Partners
Pennsylvania
$172K +$19.5K +304 +13%
1IA
389
1834 Investment Advisors
Wisconsin
$170K – – –
SC
390
Steph & Co
Wisconsin
$166K +$18.1K +282 +12%
CFA
391
Carroll Financial Associates
North Carolina
$164K -$30.3K -475 -16%
PFBT
392
Parkside Financial Bank & Trust
Missouri
$154K -$14.7K -229 -9%
BWA
393
Burt Wealth Advisors
Maryland
$152K – – –
TFGT
394
TS Financial Group (TSFG)
Illinois
$150K +$641 +10 +0.4%
FHA
395
Flagship Harbor Advisors
Massachusetts
$149K +$767 +12 +0.5%
OAM
396
Oppenheimer Asset Management
New York
$148K -$690K -10,785 -82%
AA
397
Ancora Advisors
Ohio
$147K – – –
PB
398
Pinnacle Bancorp
Nebraska
$147K +$65.3K +1,020 +80%
CCM
399
Colorado Capital Management
Colorado
$145K -$23.2K -364 -14%
ACA
400
Aptus Capital Advisors
Alabama
$139K -$320 -5 -0.2%
14 15
16
17 18