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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 %
BCIM
51
Bishop & Co Investment Management
Pennsylvania
$16.5M 174,168 +6,442 +4%
Goldman Sachs
52
Goldman Sachs
New York
$16.5M 174,010 +11,488 +7%
CIBC Private Wealth Group
53
CIBC Private Wealth Group
Georgia
$16.2M 171,081 -99 -0.1%
HSBC Holdings
54
HSBC Holdings
United Kingdom
$16.2M 170,547 -4,009 -2%
OCM
55
One Capital Management
California
$16M 168,510 +19,257 +13%
AMG
56
Asset Management Group
Connecticut
$15.7M 165,934 +1,258 +0.8%
JIC
57
Johnson Investment Counsel
Ohio
$15.7M 165,317 -3,491 -2%
BIM
58
Bridges Investment Management
Nebraska
$15.2M 160,873 +1,610 +1%
SEI Investments
59
SEI Investments
Pennsylvania
$15M 158,661 +32,085 +25%
HighTower Advisors
60
HighTower Advisors
Illinois
$15M 158,602 +15,101 +11%
PWAG
61
Polaris Wealth Advisory Group
California
$14.2M 147,674 +8,500 +6%
JPMPWA
62
J.P. Morgan Private Wealth Advisors
California
$14.2M 150,043 +6,198 +4%
GG
63
GenWealth Group
New Jersey
$13.5M 142,949 +2,476 +2%
Stifel Financial
64
Stifel Financial
Missouri
$13.3M 140,537 +34,396 +32%
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$13.2M 139,311 -523 -0.4%
CP
66
Covenant Partners
Tennessee
$13M 137,153 +3,326 +2%
LFWA
67
LBJ Family Wealth Advisors
Texas
$12.6M 134,364 +767 +0.6%
MM
68
Main Management
California
$12.6M 132,937 -565 -0.4%
NP
69
NorthRock Partners
Minnesota
$12.3M 130,273 +4,566 +4%
CG
70
Colony Group
Massachusetts
$11.7M 123,236 -151 -0.1%
HAFS
71
Hapanowicz & Associates Financial Services
Pennsylvania
$11.6M 122,805 -2,852 -2%
LL
72
LPWM LLC
Minnesota
$11.6M 122,506 +122,506 New
HFBOT
73
Home Federal Bank of Tennessee
Tennessee
$11.5M 121,304 -257 -0.2%
JFG
74
JMG Financial Group
Illinois
$10.9M 114,583 -4,033 -3%
Mariner
75
Mariner
Kansas
$10.5M 110,846 -388 -0.3%
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3
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