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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

542 hedge funds and large institutions have $7.68B invested in iShares Russell Mid-Cap Value ETF in 2019 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 190 increasing their positions, 171 reducing their positions, and 53 closing their positions.

Holders
542
Holders Change
-21
Holders Change %
-3.73%
% of All Funds
11.79%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.61%
New
39
Increased
190
Reduced
171
Closed
53
Calls
$624K
Puts
$446K
Net Calls
+$178K
Net Calls Change
-$5K

Top Buyers

1
TF
1
TIAA FSB
Florida
$1.49B
2
US Bancorp
2
US Bancorp
Minnesota
$70.4M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$664M
4
SS
4
Simplicity Solutions
Minnesota
$38.4M
5
American Century Companies
5
American Century Companies
Missouri
$392M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$326M
2
CL
2
Cabana LLC
Arkansas
$822K
3
FIA
3
Foundations Investment Advisors
Arizona
$501K
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$211M
5
Morgan Stanley
5
Morgan Stanley
New York
$415M
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
76
Connecticut Wealth Management
Connecticut
$8.57M 96,105 +96,105 New
Northern Trust
77
Northern Trust
Illinois
$8.48M 95,136 +6,851 +8%
MWP
78
MYCIO Wealth Partners
Pennsylvania
$8.2M 91,953 +201 +0.2%
SPIA
79
Steward Partners Investment Advisory
New York
$8.08M 90,632 +6,544 +8%
WA
80
Waverly Advisors
Alabama
$7.89M 88,535 -687 -0.8%
FTS
81
Fifth Third Securities
Ohio
$7.85M 88,092 +88,092 New
AG
82
Advisor Group
Arizona
$7.6M 85,267 -5,825 -6%
Natixis Advisors
83
Natixis Advisors
Massachusetts
$7.58M 84,979 +10,528 +14%
TA
84
TCG Advisors
Texas
$7.16M 79,964 +387 +0.5%
PAG
85
Private Advisor Group
New Jersey
$6.78M 76,430 +12,511 +20%
FMT
86
First Mercantile Trust
Tennessee
$6.74M 75,634 -2,280 -3%
AI
87
Accredited Investors
Minnesota
$6.64M 74,528 -332 -0.4%
IAA
88
Ironsides Asset Advisors
North Carolina
$6.42M 71,980 – –
HSA
89
HBK Sorce Advisory
Pennsylvania
$6.39M 71,651 -4,896 -6%
William Blair & Company
90
William Blair & Company
Illinois
$6.31M 70,814 +6,111 +9%
CAN
91
Cetera Advisor Networks
California
$6.22M 69,911 -24,138 -26%
TSW
92
Thompson Siegel & Walmsley
Virginia
$6.17M 69,247 +17,347 +33%
Bank of New York Mellon
93
Bank of New York Mellon
New York
$5.83M 65,359 +14,122 +28%
KFP
94
KMG Fiduciary Partners
Ohio
$5.81M 65,126 +1,848 +3%
MA
95
MUFG Americas
New York
$5.73M 64,323 -3,478 -5%
FC
96
Forte Capital
New York
$5.41M 60,705 -4,960 -8%
Cambridge Investment Research Advisors
97
Cambridge Investment Research Advisors
Iowa
$5.31M 59,523 -20,301 -25%
RT
98
Rockland Trust
Massachusetts
$5.26M 58,980 -31,211 -35%
A
99
AdvicePeriod
California
$5.26M 58,973 +3,886 +7%
PC
100
Port Capital
Illinois
$4.96M 55,635 -17,043 -23%
2 3
4
5 6