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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

563 hedge funds and large institutions have $6.35B invested in iShares Russell Mid-Cap Value ETF in 2019 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 139 increasing their positions, 214 reducing their positions, and 30 closing their positions.

Holders
563
Holders Change
+32
Holders Change %
+6.03%
% of All Funds
12.2%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.61%
New
67
Increased
139
Reduced
214
Closed
30
Calls
$565K
Puts
$382K
Net Calls
+$183K
Net Calls Change
+$744K

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$361M
2
ZB
2
Zions Bancorporation
Utah
$43.4M
3
CL
3
Cabana LLC
Arkansas
$23.4M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$625M
5
SGAM
5
Stephens Group Asset Management
Arkansas
$148M

Top Sellers

1
TF
1
TIAA FSB
Florida
$277M
2
Bank of America
2
Bank of America
North Carolina
$348M
3
Wells Fargo
3
Wells Fargo
California
$376M
4
TSW
4
Thompson Siegel & Walmsley
Virginia
$4.51M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$346M
Name Market Value Shares Shares
Change 		Shares
Change %
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$36M 413,923 -90,674 -18%
M&T Bank
27
M&T Bank
New York
$35.8M 412,321 -7,383 -2%
NSCM
28
New South Capital Management
Tennessee
$32.9M 379,284 +167,315 +79%
Truist Financial
29
Truist Financial
North Carolina
$32M 368,909 +21,928 +6%
Ohio Public Employees Retirement System (OPERS)
30
Ohio Public Employees Retirement System (OPERS)
Ohio
$31.5M 363,184 +159,300 +78%
SF
31
Synovus Financial
Georgia
$29.8M 343,345 -2,642 -0.8%
WWM
32
Windsor Wealth Management
Indiana
$29.4M 338,096 +1,834 +0.5%
CPIG
33
Chicago Partners Investment Group
Illinois
$28.5M 321,289 +12,501 +4%
KeyBank National Association
34
KeyBank National Association
Ohio
$24.2M 278,877 -9,891 -3%
CL
35
Cabana LLC
Arkansas
$23.4M 269,725 +269,725 New
UB
36
UMB Bank
Missouri
$22.8M 262,674 -5,832 -2%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$22.1M 254,302 -123,601 -33%
MMEA
38
Main Management ETF Advisors
California
$21.8M 250,400 +13,600 +6%
NP
39
NorthRock Partners
Minnesota
$20.1M 231,466 +9,195 +4%
FIA
40
Foundations Investment Advisors
Arizona
$19.9M 229,589 -252,737 -52%
WSTAM
41
Wilbanks Smith & Thomas Asset Management
Virginia
$19.8M 228,308 -10,336 -4%
RJA
42
Raymond James & Associates
Florida
$19.7M 226,758 -188,030 -45%
TAIM
43
TD Ameritrade Investment Management
Nebraska
$19.7M 226,612 +61,985 +38%
BF
44
BOK Financial
Oklahoma
$19.2M 220,529 -2,740 -1%
HWA
45
Heritage Wealth Advisors
Virginia
$17M 195,356 +4,744 +2%
SS
46
Simplicity Solutions
Minnesota
$16.3M 187,804 +179,729 +2,226%
ANTB
47
AMG National Trust Bank
Colorado
$16.2M 186,972 +5,685 +3%
AWM
48
AE Wealth Management
Kansas
$16.2M 185,974 +178,253 +2,309%
JIC
49
Johnson Investment Counsel
Ohio
$15.6M 179,351 +675 +0.4%
CIBC Private Wealth Group
50
CIBC Private Wealth Group
Georgia
$15.2M 174,900 -12,300 -7%
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