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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 %
PWS
626
Peloton Wealth Strategists
Indiana
– – -17,686 Closed
FTIOP
627
Fiduciary Trust International of Pennsylvania
Pennsylvania
– – -8,590 Closed
Renaissance Technologies
628
Renaissance Technologies
New York
– – -7,200 Closed
ABTD
629
Arvest Bank Trust Division
Oklahoma
– – -5,471 Closed
WT
630
Washington Trust
Rhode Island
– – -4,896 Closed
IF
631
IRON Financial
Illinois
– – -4,365 Closed
WJWM
632
Williams Jones Wealth Management
New York
– – -3,146 Closed
Two Sigma Investments
633
Two Sigma Investments
New York
– – -2,855 Closed
GM
634
GeoWealth Management
Illinois
– – -2,811 Closed
DAS
635
Dynamic Advisor Solutions
Arizona
– – -2,413 Closed
ACI
636
Alpha Cubed Investments
California
– – -2,303 Closed
UBS AM
637
UBS AM
Illinois
– – -1,849 Closed
SRC
638
Shufro Rose & Co
New York
– – -1,267 Closed
RCA
639
Rowland Carmichael Advisors
Arizona
– – -980 Closed
GSWM
640
Golden State Wealth Management
California
– – -598 Closed
CG
641
Cutler Group
California
– – -540 Closed
HI
642
Hudock Inc
Pennsylvania
– – -373 Closed
Simplex Trading
643
Simplex Trading
Illinois
– – -319 Closed
MIM
644
Macroview Investment Management
Maryland
– – -240 Closed
FA
645
Financial Advantage
Maryland
– – -225 Closed
CAN
646
Claraphi Advisory Network
United States
– – -147 Closed
HS
647
Horan Securities
United States
– – -125 Closed
AA
648
AlphaMark Advisors
Kentucky
– – -120 Closed
TA
649
Thor Advisors
New York
– – -119 Closed
KWA
650
KCS Wealth Advisory
California
– – -80 Closed
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