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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

532 hedge funds and large institutions have $6.5B invested in iShares Russell Mid-Cap Value ETF in 2020 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 167 increasing their positions, 202 reducing their positions, and 128 closing their positions.

Holders
532
Holders Change
-88
Holders Change %
-14.19%
% of All Funds
11.75%
Holding in Top 10
25
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-34.21%
% of All Funds
0.55%
New
49
Increased
167
Reduced
202
Closed
128
Calls
$378K
Puts
$10K
Net Calls
+$368K
Net Calls Change
+$593K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$608M
2
TF
2
TIAA FSB
Florida
$1.24B
3
Betterment LLC
3
Betterment LLC
New York
$206M
4
Victory Capital Management
4
Victory Capital Management
Texas
$248M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$600M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$50.7M
2
GLI
2
Guardian Life Insurance
New York
$0
3
UBS Group
3
UBS Group
Switzerland
$144M
4
JFGIW
4
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.83M
5
MMEA
5
Main Management ETF Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CAN
76
Cetera Advisor Networks
California
$7.17M 113,609 +41,015 +56%
A
77
AdvicePeriod
California
$7.08M 110,416 +49,066 +80%
JFG
78
JMG Financial Group
Illinois
$7.07M 110,366 -4,217 -4%
Northern Trust
79
Northern Trust
Illinois
$6.65M 103,752 +6,996 +7%
FPIS
80
Financial Planning & Information Services
Wisconsin
$6.44M 100,490 +549 +0.5%
CWM
81
Connecticut Wealth Management
Connecticut
$6.33M 98,683 -2,713 -3%
FC
82
Forte Capital
New York
$5.93M 92,534 +25,269 +38%
FHA
83
First Horizon Advisors
Tennessee
$5.88M 91,768 -6,674 -7%
Cambridge Investment Research Advisors
84
Cambridge Investment Research Advisors
Iowa
$5.66M 88,359 -912 -1%
KCM
85
Kennedy Capital Management
Missouri
$5.34M 83,352 +29,732 +55%
SWM
86
Southern Wealth Management
Texas
$5.24M 81,773 +67,276 +464%
GT
87
Glenmede Trust
Pennsylvania
$5.21M 54,980 – –
TA
88
TCG Advisors
Texas
$5.17M 80,583 -268 -0.3%
FWM
89
Filbrandt Wealth Management
Wisconsin
$5.07M 79,146 -1,848 -2%
MML Investors Services
90
MML Investors Services
Massachusetts
$4.95M 77,180 +4,766 +7%
PFO
91
Pathstone Family Office
New Jersey
$4.71M 73,508 +71,992 +4,749%
FCBT
92
First Citizens Bank & Trust
North Carolina
$4.57M 71,358 -326,878 -82%
BC
93
Bartlett & Co
Ohio
$4.29M 66,914 +66,914 New
BCWM
94
Bartlett & Co Wealth Management
Ohio
$4.29M 66,914 +11,228 +20%
KFP
95
KMG Fiduciary Partners
Ohio
$4.22M 65,838 -1,626 -2%
EWA
96
EP Wealth Advisors
California
$4.11M 64,193 -8,233 -11%
AF
97
Advisornet Financial
Minnesota
$4.06M 63,328 +5,633 +10%
Bank of New York Mellon
98
Bank of New York Mellon
New York
$3.99M 62,269 +199 +0.3%
William Blair & Company
99
William Blair & Company
Illinois
$3.87M 60,360 -9,119 -13%
XF
100
XML Financial
Maryland
$3.86M 60,250 +2,864 +5%
2 3
4
5 6