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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
0.55%
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 %
AC
526
AlphaCore Capital
California
$4K 51 -186 -78%
CWC
527
Carolinas Wealth Consulting
North Carolina
$4K 46 – –
GAM
528
Gemmer Asset Management
California
$4K 57 – –
YAL
529
Your Advocates Ltd
Texas
$4K 60 – –
LFG
530
Larson Financial Group
Missouri
$4K 50 +1 +2%
CI
531
CX Institutional
Indiana
$4K 49 +49 New
WR
532
Watson Rebecca
$4K 50 +50 New
CAM
533
Costello Asset Management
Pennsylvania
$4K 58 +58 New
LC
534
Lindbrook Capital
California
$3K 38 – –
GI
535
Gradient Investments
Minnesota
$2K 29 -120 -81%
LWA
536
Lenox Wealth Advisors
New York
$2K 21 +21 New
NL
537
NVWM LLC
Pennsylvania
$2K 28 +28 New
MIM
538
Macroview Investment Management
Maryland
$2K 28 +28 New
TFA
539
Transamerica Financial Advisors
Florida
$1K 5 +5 New
FCH
540
Freestone Capital Holdings
Washington
$548 7,165 – –
AAP
541
Arax Advisory Partners
Colorado
– – -189,815 Closed
EVM
542
Eaton Vance Management
Massachusetts
– – -48,230 Closed
SCA
543
Spearhead Capital Advisors
Florida
– – -21,642 Closed
BPB
544
Badgley, Phelps & Bell
Washington
– – -13,078 Closed
RWP
545
RWA Wealth Partners
Massachusetts
– – -10,456 Closed
SWM
546
SVA Wealth Management
Wisconsin
– – -10,054 Closed
Jane Street
547
Jane Street
New York
– – -9,855 Closed
HC
548
HNP Capital
New York
– – -9,715 Closed
ZCM
549
Ziegler Capital Management
Illinois
– – -9,680 Closed
HPC
550
Hobart Private Capital
North Carolina
– – -8,751 Closed
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