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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

536 hedge funds and large institutions have $7.96B invested in iShares Russell Mid-Cap Value ETF in 2019 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 158 increasing their positions, 190 reducing their positions, and 34 closing their positions.

Holders
536
Holders Change
-6
Holders Change %
-1.11%
% of All Funds
11.77%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.61%
New
32
Increased
158
Reduced
190
Closed
34
Calls
$359K
Puts
$816K
Net Calls
-$457K
Net Calls Change
-$635K

Top Buyers

1
SCM
1
Sterling Capital Management
North Carolina
$152M
2
US Bancorp
2
US Bancorp
Minnesota
$144M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$121M
4
TF
4
TIAA FSB
Florida
$1.54B
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$684M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$330M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$49.1M
3
SB
3
Suntrust Banks
Georgia
$36.5M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$73K
5
NP
5
NorthRock Partners
Minnesota
$11.3M
Name Market Value Shares Shares
Change 		Shares
Change %
SS
26
Simplicity Solutions
Minnesota
$39.7M 442,565 +12,176 +3%
Truist Financial
27
Truist Financial
North Carolina
$37.5M 418,488 +10,692 +3%
AWM
28
AE Wealth Management
Kansas
$36.9M 411,198 +7,409 +2%
SB
29
Suntrust Banks
Georgia
$36.5M 407,043 -167,988 -29%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$36.1M 402,329 -8,296 -2%
SF
31
Synovus Financial
Georgia
$31.8M 354,753 +11,422 +3%
TAIM
32
TD Ameritrade Investment Management
Nebraska
$31.5M 351,100 +60,580 +21%
M&T Bank
33
M&T Bank
New York
$30.4M 339,082 -22,809 -6%
CPIG
34
Chicago Partners Investment Group
Illinois
$29.5M 326,715 +1,446 +0.4%
WWM
35
Windsor Wealth Management
Indiana
$28.8M 332,505 -7,364 -2%
MMEA
36
Main Management ETF Advisors
California
$25.1M 280,000 +13,600 +5%
Ohio Public Employees Retirement System (OPERS)
37
Ohio Public Employees Retirement System (OPERS)
Ohio
$24.3M 270,711 +19,557 +8%
KeyBank National Association
38
KeyBank National Association
Ohio
$23.7M 263,843 -13,423 -5%
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$23.3M 259,294 +22,767 +10%
NSCM
40
New South Capital Management
Tennessee
$23.1M 257,799 +945 +0.4%
RJA
41
Raymond James & Associates
Florida
$21.2M 236,398 -5,268 -2%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$20.3M 226,814 +62,688 +38%
ANTB
43
AMG National Trust Bank
Colorado
$18.7M 208,173 +24,361 +13%
WSTAM
44
Wilbanks Smith & Thomas Asset Management
Virginia
$18.4M 204,911 -13,279 -6%
HWA
45
Heritage Wealth Advisors
Virginia
$18M 201,074 +7,725 +4%
ACA
46
Anchor Capital Advisors
Massachusetts
$17.4M 194,387 +175,815 +947%
BF
47
BOK Financial
Oklahoma
$17M 189,708 -2,081 -1%
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
$16.1M 179,188 +8,026 +5%
HSBC Holdings
49
HSBC Holdings
United Kingdom
$15.7M 174,556 -12,598 -7%
CIBC Private Wealth Group
50
CIBC Private Wealth Group
Georgia
$15.4M 171,180 +11,632 +7%
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