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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 %
CWM
76
Connecticut Wealth Management
Connecticut
$9.61M 101,396 – –
PAG
77
Private Advisor Group
New Jersey
$9.55M 100,775 -16,450 -14%
FPIS
78
Financial Planning & Information Services
Wisconsin
$9.47M 99,941 -1,761 -2%
FHA
79
First Horizon Advisors
Tennessee
$9.33M 98,442 -5,422 -5%
SPIA
80
Steward Partners Investment Advisory
New York
$9.31M 98,222 +2,290 +2%
Northern Trust
81
Northern Trust
Illinois
$9.17M 96,756 +2,724 +3%
MWP
82
MYCIO Wealth Partners
Pennsylvania
$8.68M 91,587 -711 -0.8%
Cambridge Investment Research Advisors
83
Cambridge Investment Research Advisors
Iowa
$8.46M 89,271 +28,397 +47%
BlackRock
84
BlackRock
New York
$8.44M 89,039 +60,650 +214%
Natixis Advisors
85
Natixis Advisors
Massachusetts
$8.31M 87,651 -6,862 -7%
WA
86
Waverly Advisors
Alabama
$8.12M 84,852 -2,231 -3%
FWM
87
Filbrandt Wealth Management
Wisconsin
$7.68M 80,994 +80,994 New
TA
88
TCG Advisors
Texas
$7.66M 80,851 +463 +0.6%
AG
89
Advisor Group
Arizona
$7.12M 75,096 -2,763 -4%
AI
90
Accredited Investors
Minnesota
$7M 73,859 -475 -0.6%
EWA
91
EP Wealth Advisors
California
$6.86M 72,426 +14,616 +25%
MML Investors Services
92
MML Investors Services
Massachusetts
$6.86M 72,414 -1,586 -2%
CAN
93
Cetera Advisor Networks
California
$6.85M 72,594 +3,892 +6%
IAA
94
Ironsides Asset Advisors
North Carolina
$6.82M 71,980 – –
William Blair & Company
95
William Blair & Company
Illinois
$6.59M 69,479 -1,621 -2%
KFP
96
KMG Fiduciary Partners
Ohio
$6.39M 67,464 +1,702 +3%
FC
97
Forte Capital
New York
$6.38M 67,265 +10,485 +18%
Bank of New York Mellon
98
Bank of New York Mellon
New York
$5.88M 62,070 -5,035 -8%
A
99
AdvicePeriod
California
$5.81M 61,350 +186 +0.3%
WC
100
Wealth CMT
New Jersey
$5.69M 60,057 +60,057 New
2 3
4
5 6