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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.

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
1
Morgan Stanley
New York
$608M
2
TF
2
TIAA FSB
Florida
$1.24B
3
Betterment LLC
3
Betterment LLC
New York
$206M
4
Victory Capital Management
4
Victory Capital Management
Texas
$248M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$600M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$50.7M
2
GLI
2
Guardian Life Insurance
New York
$0
3
UBS Group
3
UBS Group
Switzerland
$144M
4
JFGIW
4
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.83M
5
MMEA
5
Main Management ETF Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JWCA
576
J.W. Cole Advisors
Florida
– – -3,287 Closed
SIC
577
Sigma Investment Counselors
Michigan
– – -3,233 Closed
VA
578
Valmark Advisers
Ohio
– – -3,201 Closed
WI
579
WrapManager Inc
California
– – -3,193 Closed
MFGP
580
Marshall Financial Group (Pennsylvania)
Pennsylvania
– – -3,168 Closed
UBV
581
United Bank (Virginia)
Virginia
– – -3,153 Closed
PWM
582
Perigon Wealth Management
California
– – -3,137 Closed
AP
583
Appleton Partners
Massachusetts
– – -3,120 Closed
QCM
584
Quest Capital Management
Texas
– – -2,985 Closed
IC
585
IEQ Capital
California
– – -2,976 Closed
OBWP
586
O'Brien Wealth Partners
Massachusetts
– – -2,888 Closed
HCIA
587
Hochman Cole Investment Advisors
Illinois
– – -2,881 Closed
MAFM
588
Mid Atlantic Financial Management
Pennsylvania
– – -2,857 Closed
NWM
589
Northwest Wealth Management
Iowa
– – -2,831 Closed
SYBT
590
Stock Yards Bank & Trust
Kentucky
– – -2,808 Closed
SFP
591
Strategic Financial Partners
Oregon
– – -2,727 Closed
Lido Advisors
592
Lido Advisors
California
– – -2,726 Closed
RFN
593
RDA Financial Network
Iowa
– – -2,626 Closed
NA
594
NewEdge Advisors
Louisiana
– – -2,626 Closed
BMCM
595
Bryn Mawr Capital Management
Pennsylvania
– – -2,610 Closed
NWP
596
Northstar Wealth Partners
Connecticut
– – -2,608 Closed
SWP
597
Summit Wealth Partners
Florida
– – -2,571 Closed
AWS
598
AJ Wealth Strategies
New York
– – -2,539 Closed
Koshinski Asset Management
599
Koshinski Asset Management
Illinois
– – -2,507 Closed
BI
600
Ballast Inc
Kentucky
– – -2,504 Closed
22 23
24
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