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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

542 hedge funds and large institutions have $7.68B invested in iShares Russell Mid-Cap Value ETF in 2019 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 190 increasing their positions, 171 reducing their positions, and 53 closing their positions.

Holders
542
Holders Change
-21
Holders Change %
-3.73%
% of All Funds
11.79%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.61%
New
39
Increased
190
Reduced
171
Closed
53
Calls
$624K
Puts
$446K
Net Calls
+$178K
Net Calls Change
-$5K

Top Buyers

1
TF
1
TIAA FSB
Florida
$1.49B
2
US Bancorp
2
US Bancorp
Minnesota
$70.4M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$664M
4
SS
4
Simplicity Solutions
Minnesota
$38.4M
5
American Century Companies
5
American Century Companies
Missouri
$392M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$326M
2
CL
2
Cabana LLC
Arkansas
$822K
3
FIA
3
Foundations Investment Advisors
Arizona
$501K
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$211M
5
Morgan Stanley
5
Morgan Stanley
New York
$415M
Name Market Value Shares Shares
Change 		Shares
Change %
GT
526
Glenmede Trust
Pennsylvania
$4.56K 51,132 -8,788 -15%
MWM
527
Mascoma Wealth Management
New Hampshire
$4K 50 – –
PCA
528
Providence Capital Advisors
North Carolina
$4K 48 – –
TC
529
Truvestments Capital
Florida
$4K 50 – –
SFM
530
Systematic Financial Management
New Jersey
$4K 45 +9 +25%
DWM
531
Doyle Wealth Management
Florida
$4K 40 +40 New
LC
532
Lindbrook Capital
California
$3K 38 -18 -32%
LFG
533
Larson Financial Group
Missouri
$3K 39 +1 +3%
BRWM
534
B. Riley Wealth Management
Tennessee
$2.08K 23,287 +399 +2%
LFG
535
LifePlan Financial Group
Ohio
$2K 25 -302 -92%
TFA
536
Transamerica Financial Advisors
Florida
$2K 16 +16 New
Loomis, Sayles & Company
537
Loomis, Sayles & Company
Massachusetts
$2K 18 +18 New
MWM
538
Meridian Wealth Management
Kentucky
$1.93K 2,164 -2,030 -48%
QCIG
539
Quad-Cities Investment Group
Iowa
$1K 10 – –
BRC
540
Bell Rock Capital
Delaware
$1K 12 – –
AIP
541
Ameritas Investment Partners
Nebraska
$1K 16 +16 New
FCH
542
Freestone Capital Holdings
Washington
$639 7,165 – –
AP
543
Advisors Preferred
Maryland
– – -119,848 Closed
SWM
544
Strategic Wealth Management
Washington
– – -33,465 Closed
SPL
545
Smart Portfolios LLC
Washington
– – -33,465 Closed
BAS
546
Brown Advisory Securities
Maryland
– – -12,609 Closed
MIAN
547
Mariner Independent Advisor Network
Kansas
– – -10,864 Closed
Two Sigma Advisers
548
Two Sigma Advisers
New York
– – -7,100 Closed
PAS
549
Park Avenue Securities
New York
– – -4,386 Closed
EWMCB
550
EisnerAmper Wealth Management Corporate Benefits
New Jersey
– – -3,900 Closed
20 21
22
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