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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.

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
GLI
2
Guardian Life Insurance
New York
$0
3
UBS Group
3
UBS Group
Switzerland
$144M
4
JFGIW
4
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.83M
5
MMEA
5
Main Management ETF Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ZB
26
Zions Bancorporation
Utah
$32.8M 512,428 +73,017 +17%
CC
27
Cassaday & Co
Virginia
$31.8M 496,352 +482,879 +3,584%
Osaic Holdings
28
Osaic Holdings
Arizona
$29.9M 468,717 +468,717 New
RJFSA
29
Raymond James Financial Services Advisors
Florida
$28.7M 447,955 -21,653 -5%
WWM
30
Windsor Wealth Management
Indiana
$22.1M 344,944 +19,172 +6%
ACA
31
Anchor Capital Advisors
Massachusetts
$21.6M 337,070 +119,365 +55%
M&T Bank
32
M&T Bank
New York
$20.6M 321,294 +321,294 New
CPIG
33
Chicago Partners Investment Group
Illinois
$20.4M 289,813 -39,008 -12%
RJA
34
Raymond James & Associates
Florida
$19.7M 306,939 +26,346 +9%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$19.5M 304,773 -360,434 -54%
ANTB
36
AMG National Trust Bank
Colorado
$17.5M 272,562 +28,191 +12%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$16.9M 263,738 -5,605 -2%
BCIM
38
Bishop & Co Investment Management
Pennsylvania
$16.2M 171,257 -2,911 -2%
CMA
39
Cedar Mountain Advisors
Oregon
$16.2M 252,501 +11,823 +5%
CP
40
Covenant Partners
Tennessee
$16.1M 251,050 +113,897 +83%
KeyBank National Association
41
KeyBank National Association
Ohio
$15.3M 238,332 -15,677 -6%
UB
42
UMB Bank
Missouri
$15M 234,386 -8,792 -4%
Baird Financial Group
43
Baird Financial Group
Wisconsin
$14.9M 232,975 +4,185 +2%
TSW
44
Thompson Siegel & Walmsley
Virginia
$13.9M 217,642 -34,185 -14%
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$13M 202,602 +19,999 +11%
CS
46
Credit Suisse
Switzerland
$12.8M 200,000 +189,556 +1,815%
AAP
47
Arax Advisory Partners
Colorado
$12.2M 189,815 +189,815 New
NFG
48
Noven Financial Group
Colorado
$12.1M 188,854 +188,854 New
WSTAM
49
Wilbanks Smith & Thomas Asset Management
Virginia
$12M 186,895 -7,822 -4%
HWA
50
Heritage Wealth Advisors
Virginia
$11.9M 185,689 -28,336 -13%
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