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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
0.56%
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 Market Value Shares Shares
Change 		Shares
Change %
CC
26
Cassaday & Co
Virginia
$38.1M 497,255 +903 +0.2%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$37M 483,033 +35,078 +8%
SF
28
Synovus Financial
Georgia
$32.4M 423,665 -182,934 -30%
Osaic Holdings
29
Osaic Holdings
Arizona
$28.4M 371,024 -97,693 -21%
WWM
30
Windsor Wealth Management
Indiana
$26.3M 344,127 -817 -0.2%
ANTB
31
AMG National Trust Bank
Colorado
$24.4M 319,324 +46,762 +17%
CPIG
32
Chicago Partners Investment Group
Illinois
$22.9M 286,143 -3,670 -1%
M&T Bank
33
M&T Bank
New York
$22.2M 290,717 -30,577 -10%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$20.5M 267,437 -37,336 -12%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$19.5M 254,667 -9,071 -3%
CMA
36
Cedar Mountain Advisors
Oregon
$19M 247,831 -4,670 -2%
Baird Financial Group
37
Baird Financial Group
Wisconsin
$17.8M 232,304 -671 -0.3%
KeyBank National Association
38
KeyBank National Association
Ohio
$17.7M 231,576 -6,756 -3%
UB
39
UMB Bank
Missouri
$16.7M 218,435 -15,951 -7%
RJA
40
Raymond James & Associates
Florida
$15.1M 197,936 -109,003 -36%
BCIM
41
Bishop & Co Investment Management
Pennsylvania
$14.8M 193,662 +22,405 +13%
HWA
42
Heritage Wealth Advisors
Virginia
$14.2M 185,526 -163 -0.1%
WSTAM
43
Wilbanks Smith & Thomas Asset Management
Virginia
$13.7M 179,566 -7,329 -4%
OCM
44
One Capital Management
California
$13.7M 178,996 +257 +0.1%
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$13.4M 175,697 -26,905 -13%
Mariner
46
Mariner
Kansas
$13.2M 172,302 +58,574 +52%
HSBC Holdings
47
HSBC Holdings
United Kingdom
$13M 169,575 -3,562 -2%
AMG
48
Asset Management Group
Connecticut
$12.8M 167,729 +2,201 +1%
CP
49
Covenant Partners
Tennessee
$12.6M 165,277 -85,773 -34%
GG
50
GenWealth Group
New Jersey
$12.4M 162,568 +162,568 New
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