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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.

New
Increased
Maintained
Reduced
Closed
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
Morgan Stanley
New York
$608M
2
TF
TIAA FSB
Florida
$1.24B
3
Betterment LLC
Betterment LLC
New York
$206M
4
Victory Capital Management
Victory Capital Management
Texas
$248M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$600M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
$50.7M
2
UBS Group
UBS Group
Switzerland
$144M
3
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.83M
4
MMEA
Main Management ETF Advisors
California
$0
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$19.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
476
Baystate Wealth Management
Massachusetts
$19K +$190 +3 +1%
CA
477
Clearstead Advisors
Ohio
$19K +$19K +289 New
SIC
478
Salem Investment Counselors
North Carolina
$18K – – –
EIP
479
Ellis Investment Partners
Pennsylvania
$18K – – –
FWM
480
Focused Wealth Management
New York
$18K +$1.22K +19 +7%
SFPG
481
Stonebridge Financial Planning Group
Florida
$18K +$3.22K +48 +22%
DWM
482
Darwin Wealth Management
Florida
$18K +$18K +287 New
LDFR
483
Lehman & Derafelo Financial Resources
Pennsylvania
$17K -$719 -11 -4%
BCM
484
Bourgeon Capital Management
Connecticut
$17K – – –
RFA
485
Reilly Financial Advisors
California
$17K – – –
ADL
486
Asset Dedication LLC
California
$17K – – –
IRC
487
Investors Research Corp
Georgia
$17K +$9.39K +143 +123%
IFAM
488
Institutional & Family Asset Management
Colorado
$16K -$8.45K -132 -35%
LWANC
489
Laurel Wealth Advisors (North Carolina)
North Carolina
$16K – – –
WCG
490
Weaver Consulting Group
California
$16K +$9.23K +143 +136%
AC
491
AlphaCore Capital
California
$15K – – –
PK
492
Pflug Koory
Nebraska
$15K – – –
JPLA
493
Joseph P. Lucia & Associates
New York
$14K – – –
VNA
494
Valley National Advisers
Pennsylvania
$14K – – –
BAM
495
Bellevue Asset Management
Washington
$14K – – –
RCG
496
Ruggie Capital Group
Florida
$13K – – –
RE
497
RBC Europe
United Kingdom
$12.6K – – –
HDIM
498
Hanson & Doremus Investment Management
Vermont
$12K – – –
FGAM
499
Financial Gravity Asset Management
Texas
$11.7K -$14K -218 -54%
PMFA
500
Plante Moran Financial Advisors
Michigan
$10K -$18.9K -306 -65%
18 19
20
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