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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
0.56%
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 %
CIBC Private Wealth Group
51
CIBC Private Wealth Group
Georgia
$12M 157,259 -17,222 -10%
SEI Investments
52
SEI Investments
Pennsylvania
$11.5M 149,962 +97,606 +186%
BIM
53
Bridges Investment Management
Nebraska
$11.3M 148,123 – –
LL
54
LPWM LLC
Minnesota
$11M 143,206 -5,657 -4%
JPMPWA
55
J.P. Morgan Private Wealth Advisors
California
$10.9M 143,064 -7,717 -5%
HAFS
56
Hapanowicz & Associates Financial Services
Pennsylvania
$10.8M 140,955 +5,182 +4%
ACA
57
Anchor Capital Advisors
Massachusetts
$10.8M 140,888 -196,182 -58%
LFWA
58
LBJ Family Wealth Advisors
Texas
$10.5M 137,108 +1,784 +1%
PWAG
59
Polaris Wealth Advisory Group
California
$10.5M 137,296 -3,043 -2%
PAG
60
Private Advisor Group
New Jersey
$10.4M 136,191 -19,869 -13%
Brown Advisory
61
Brown Advisory
Maryland
$10.2M 132,682 +122,990 +1,269%
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$9.97M 130,243 -20,744 -14%
HighTower Advisors
63
HighTower Advisors
Illinois
$9.87M 128,947 -8,369 -6%
Stifel Financial
64
Stifel Financial
Missouri
$9.16M 119,721 -14,142 -11%
SPIA
65
Steward Partners Investment Advisory
New York
$9.15M 119,513 +565 +0.5%
JIC
66
Johnson Investment Counsel
Ohio
$8.8M 114,971 -27,332 -19%
CAN
67
Cetera Advisor Networks
California
$8.7M 113,673 +64 +0.1%
BF
68
BOK Financial
Oklahoma
$8.49M 110,976 -55,273 -33%
JFG
69
JMG Financial Group
Illinois
$8.4M 109,700 -666 -0.6%
TA
70
TCG Advisors
Texas
$8.28M 108,148 +27,565 +34%
FPIS
71
Financial Planning & Information Services
Wisconsin
$8.12M 106,067 +5,577 +6%
CWM
72
Connecticut Wealth Management
Connecticut
$7.54M 98,500 -183 -0.2%
FHA
73
First Horizon Advisors
Tennessee
$7.27M 94,990 +3,222 +4%
Northern Trust
74
Northern Trust
Illinois
$7.09M 92,587 -11,165 -11%
FC
75
Forte Capital
New York
$6.83M 89,238 -3,296 -4%
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