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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

536 hedge funds and large institutions have $7.96B invested in iShares Russell Mid-Cap Value ETF in 2019 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 158 increasing their positions, 190 reducing their positions, and 34 closing their positions.

Holders
536
Holders Change
-6
Holders Change %
-1.11%
% of All Funds
11.77%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.61%
New
32
Increased
158
Reduced
190
Closed
34
Calls
$359K
Puts
$816K
Net Calls
-$457K
Net Calls Change
-$635K

Top Buyers

1
SCM
1
Sterling Capital Management
North Carolina
$152M
2
US Bancorp
2
US Bancorp
Minnesota
$144M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$121M
4
TF
4
TIAA FSB
Florida
$1.54B
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$684M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$330M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$49.1M
3
SB
3
Suntrust Banks
Georgia
$36.5M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$73K
5
NP
5
NorthRock Partners
Minnesota
$11.3M
Name Market Value Shares Shares
Change 		Shares
Change %
FPIS
76
Financial Planning & Information Services
Wisconsin
$9.12M 101,702 -4,547 -4%
CWM
77
Connecticut Wealth Management
Connecticut
$9.1M 101,396 +5,291 +6%
SPIA
78
Steward Partners Investment Advisory
New York
$8.61M 95,932 +5,300 +6%
Natixis Advisors
79
Natixis Advisors
Massachusetts
$8.48M 94,513 +9,534 +11%
Northern Trust
80
Northern Trust
Illinois
$8.44M 94,032 -1,104 -1%
MWP
81
MYCIO Wealth Partners
Pennsylvania
$8.28M 92,298 +345 +0.4%
WA
82
Waverly Advisors
Alabama
$7.81M 87,083 -1,452 -2%
TA
83
TCG Advisors
Texas
$7.21M 80,388 +424 +0.5%
AG
84
Advisor Group
Arizona
$6.99M 77,859 -7,408 -9%
TSW
85
Thompson Siegel & Walmsley
Virginia
$6.88M 76,659 +7,412 +11%
FMT
86
First Mercantile Trust
Tennessee
$6.81M 75,962 +328 +0.4%
AI
87
Accredited Investors
Minnesota
$6.67M 74,334 -194 -0.3%
MML Investors Services
88
MML Investors Services
Massachusetts
$6.64M 74,000 -30,797 -29%
IAA
89
Ironsides Asset Advisors
North Carolina
$6.46M 71,980 – –
William Blair & Company
90
William Blair & Company
Illinois
$6.38M 71,100 +286 +0.4%
CAN
91
Cetera Advisor Networks
California
$6.14M 68,702 -1,209 -2%
Bank of New York Mellon
92
Bank of New York Mellon
New York
$6.02M 67,105 +1,746 +3%
KFP
93
KMG Fiduciary Partners
Ohio
$5.9M 65,762 +636 +1%
A
94
AdvicePeriod
California
$5.49M 61,164 +2,191 +4%
HSA
95
HBK Sorce Advisory
Pennsylvania
$5.47M 61,024 -10,627 -15%
Cambridge Investment Research Advisors
96
Cambridge Investment Research Advisors
Iowa
$5.46M 60,874 +1,351 +2%
EWA
97
EP Wealth Advisors
California
$5.19M 57,810 +2,675 +5%
FC
98
Forte Capital
New York
$5.09M 56,780 -3,925 -6%
Lazard Asset Management
99
Lazard Asset Management
New York
$5.09M 56,730 +53,755 +1,807%
MA
100
MUFG Americas
New York
$5.09M 56,710 -7,613 -12%
2 3
4
5 6