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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

620 hedge funds and large institutions have $8.91B invested in iShares Russell Mid-Cap Value ETF in 2019 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 206 increasing their positions, 145 reducing their positions, and 32 closing their positions.

Holders
620
Holders Change
+84
Holders Change %
+15.67%
% of All Funds
12.24%
Holding in Top 10
38
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+35.71%
% of All Funds
0.75%
New
123
Increased
206
Reduced
145
Closed
32
Calls
$315K
Puts
$540K
Net Calls
-$225K
Net Calls Change
+$232K

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$361M
2
EH
2
Equitable Holdings
New York
$69.7M
3
American Century Companies
3
American Century Companies
Missouri
$416M
4
JFGIW
4
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$51.6M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$175M

Top Sellers

1
SGAM
1
Stephens Group Asset Management
Arkansas
$85M
2
Axa
2
Axa
France
$0
3
M&T Bank
3
M&T Bank
New York
$0
4
AP
4
Advisors Preferred
Maryland
$0
5
Ameriprise
5
Ameriprise
Minnesota
$86.4M
Name Market Value Shares Shares
Change 		Shares
Change %
FMT
476
First Mercantile Trust
Tennessee
$159K 1,676 -74,286 -98%
CFGS
477
Concourse Financial Group Securities
Alabama
$157K 1,656 +1,642 +11,729%
HFS
478
HBC Financial Services
Washington
$152K 1,620 +1,620 New
ST
479
Smithfield Trust
Pennsylvania
$134K 1,410 – –
WHG
480
Westwood Holdings Group
Texas
$130K 1,373 +1,138 +484%
CAAS
481
Capital Asset Advisory Services
Michigan
$129K 1,343 +1,343 New
FA
482
Fortis Advisors
Pennsylvania
$128K 1,347 +13 +1%
PB
483
Pinnacle Bancorp
Nebraska
$121K 1,276 +66 +5%
CIA
484
Cascade Investment Advisors
Oregon
$113K 1,190 +1,190 New
BFEC
485
Benjamin F. Edwards & Company
Missouri
$112K 1,179 +401 +52%
FPS
486
Fieldpoint Private Securities
Connecticut
$111K 1,171 – –
CFG
487
Citizens Financial Group
Rhode Island
$109K 1,150 -44 -4%
BAM
488
Belpointe Asset Management
Nevada
$109K 1,143 +1,143 New
ACM
489
Anfield Capital Management
California
$106K 1,101 +1,101 New
BBA
490
Braun-Bostich & Associates
Pennsylvania
$104K 1,101 +1,101 New
IA
491
Independence Advisors
Pennsylvania
$101K 1,065 +1,065 New
Bessemer Group
492
Bessemer Group
New Jersey
$100K 1,051 – –
SWM
493
Sugarloaf Wealth Management
Georgia
$99K 1,044 +1,044 New
TC
494
Trust Company
Kansas
$97K 1,019 – –
BBHC
495
Brown Brothers Harriman & Co
New York
$97K 1,020 – –
FGAM
496
Financial Gravity Asset Management
Texas
$95K 401 -16 -4%
WP
497
WealthShield Partners
North Carolina
$91K 962 – –
EWM
498
EPG Wealth Management
Georgia
$91K 958 +958 New
WB
499
West Bancorporation
Iowa
$87K 918 +918 New
JCM
500
Jacobi Capital Management
Pennsylvania
$83K 871 – –
18 19
20
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