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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 %
BAM
626
Belpointe Asset Management
Nevada
– – -1,143 Closed
ACM
627
Anfield Capital Management
California
– – -1,101 Closed
JGIA
628
Jackson Grant Investment Advisers
Connecticut
– – -754 Closed
FMTCOCP
629
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
– – -700 Closed
WQ
630
Wealth Quarterback
New Jersey
– – -675 Closed
BAMG
631
Brand Asset Management Group
Missouri
– – -613 Closed
CCP
632
Clarkston Capital Partners
Michigan
– – -592 Closed
EP
633
Eudaimonia Partners
Tennessee
– – -460 Closed
SIC
634
Samalin Investment Counsel
New York
– – -437 Closed
THWM
635
Taylor Hoffman Wealth Management
Virginia
– – -375 Closed
PWP
636
Personal Wealth Partners
Minnesota
– – -370 Closed
LWM
637
Lionsbridge Wealth Management
Florida
– – -355 Closed
Deutsche Bank
638
Deutsche Bank
Germany
– – -350 Closed
LFA
639
Lighthouse Financial Advisors
Maryland
– – -301 Closed
TI
640
tru Independence
Oregon
– – -276 Closed
DC
641
DeDora Capital
California
– – -274 Closed
RWA
642
Ropes Wealth Advisors
Massachusetts
– – -232 Closed
HWM
643
Howard Wealth Management
Connecticut
– – -191 Closed
LWA
644
LWS Wealth Advisors
New Jersey
– – -166 Closed
TF
645
TimeScale Financial
Massachusetts
– – -153 Closed
NG
646
NWK Group
California
– – -151 Closed
BCI
647
Brinker Capital Investments
Pennsylvania
– – -112 Closed
LWM
648
Lenox Wealth Management
Ohio
– – -91 Closed
HFM
649
Hartford Financial Management
Connecticut
– – -80 Closed
TCM
650
TD Capital Management
Tennessee
– – -77 Closed
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