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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 %
PB
401
Pinnacle Bancorp
Nebraska
$176K – – –
AA
402
Ancora Advisors
Ohio
$176K – – –
CCM
403
Colorado Capital Management
Colorado
$173K – – –
PWMG
404
Prestige Wealth Management Group
New Jersey
$154K -$221K -2,895 -59%
CAW
405
Cornerstone Advisors (Washington)
Washington
$152K – – –
IA
406
IFP Advisors
Florida
$151K -$82.6K -1,082 -35%
CDIA
407
Capital Directions Investment Advisors
Georgia
$139K -$19.7K -258 -12%
PIMG
408
Patriot Investment Management Group
Tennessee
$129K +$129K +1,691 New
CAL
409
Capital Analysts LLC
Pennsylvania
$128K -$403K -5,270 -76%
HFS
410
HBC Financial Services
Washington
$128K – – –
PA
411
Parallel Advisors
California
$125K -$9.01K -118 -7%
ACA
412
Aptus Capital Advisors
Alabama
$123K -$42.5K -557 -26%
BGIM
413
Brandywine Global Investment Management
Pennsylvania
$122K -$163K -2,118 -57%
FMT
414
First Mercantile Trust
Tennessee
$121K -$162K -2,118 -57%
GWS
415
Glassman Wealth Services
Virginia
$118K -$27.9K -366 -19%
CFG
416
Citizens Financial Group
Rhode Island
$118K +$18.5K +242 +19%
PFO
417
Pathstone Family Office
New Jersey
$117K -$5.49M -71,975 -98%
MCM
418
MV Capital Management
Maryland
$117K -$127K -1,660 -52%
CFGS
419
Concourse Financial Group Securities
Alabama
$114K -$993 -13 -0.9%
ST
420
Smithfield Trust
Pennsylvania
$108K – – –
Bank of Montreal
421
Bank of Montreal
Ontario, Canada
$106K -$341K -4,547 -76%
HF
422
Halpern Financial
Virginia
$101K -$33.2K -434 -25%
RDWM
423
Red Door Wealth Management
Tennessee
$97K – – –
MPWT
424
MassMutual Private Wealth & Trust
Connecticut
$94K +$4.65K +61 +5%
S
425
SignatureFD
Georgia
$93K -$14.5K -190 -14%
15 16
17
18 19