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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

542 hedge funds and large institutions have $7.68B invested in iShares Russell Mid-Cap Value ETF in 2019 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 190 increasing their positions, 171 reducing their positions, and 53 closing their positions.

Holders
542
Holders Change
-21
Holders Change %
-3.73%
% of All Funds
11.79%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.61%
New
39
Increased
190
Reduced
171
Closed
53
Calls
$624K
Puts
$446K
Net Calls
+$178K
Net Calls Change
-$5K

Top Buyers

1
TF
1
TIAA FSB
Florida
$1.49B
2
US Bancorp
2
US Bancorp
Minnesota
$70.4M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$664M
4
SS
4
Simplicity Solutions
Minnesota
$38.4M
5
American Century Companies
5
American Century Companies
Missouri
$392M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$326M
2
CL
2
Cabana LLC
Arkansas
$822K
3
FIA
3
Foundations Investment Advisors
Arizona
$501K
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$211M
5
Morgan Stanley
5
Morgan Stanley
New York
$415M
Name Market Value Shares Shares
Change 		Shares
Change %
SS
26
Simplicity Solutions
Minnesota
$38.4M 430,389 +242,585 +129%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$36.6M 410,625 -3,298 -0.8%
Truist Financial
28
Truist Financial
North Carolina
$36.3M 407,796 +38,887 +11%
AWM
29
AE Wealth Management
Kansas
$36M 403,789 +217,815 +117%
M&T Bank
30
M&T Bank
New York
$32.3M 361,891 -50,430 -12%
SF
31
Synovus Financial
Georgia
$30.6M 343,331 -14 -0%
WWM
32
Windsor Wealth Management
Indiana
$30.5M 339,869 +1,773 +0.5%
CPIG
33
Chicago Partners Investment Group
Illinois
$29M 325,269 +3,980 +1%
TAIM
34
TD Ameritrade Investment Management
Nebraska
$25.9M 290,520 +63,908 +28%
KeyBank National Association
35
KeyBank National Association
Ohio
$24.7M 277,266 -1,611 -0.6%
MMEA
36
Main Management ETF Advisors
California
$23.7M 266,400 +16,000 +6%
NSCM
37
New South Capital Management
Tennessee
$22.9M 256,854 -122,430 -32%
Ohio Public Employees Retirement System (OPERS)
38
Ohio Public Employees Retirement System (OPERS)
Ohio
$22.4M 251,154 -112,030 -31%
RJA
39
Raymond James & Associates
Florida
$21.5M 241,666 +14,908 +7%
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$20.8M 236,527 -17,775 -7%
NP
41
NorthRock Partners
Minnesota
$20.8M 233,366 +1,900 +0.8%
WSTAM
42
Wilbanks Smith & Thomas Asset Management
Virginia
$19.4M 218,190 -10,118 -4%
HWA
43
Heritage Wealth Advisors
Virginia
$17.2M 193,349 -2,007 -1%
BF
44
BOK Financial
Oklahoma
$17.1M 191,789 -28,740 -13%
HSBC Holdings
45
HSBC Holdings
United Kingdom
$16.7M 187,154 +27,137 +17%
ANTB
46
AMG National Trust Bank
Colorado
$16.4M 183,812 -3,160 -2%
JIC
47
Johnson Investment Counsel
Ohio
$15.5M 174,084 -5,267 -3%
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
$15.3M 171,162 +7,813 +5%
BCIM
49
Bishop & Co Investment Management
Pennsylvania
$15M 168,269 -1,644 -1%
AMG
50
Asset Management Group
Connecticut
$14.7M 164,944 -2,146 -1%
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