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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 %
Natixis Advisors
76
Natixis Advisors
Massachusetts
$6.82M 89,059 -30,256 -25%
FWM
77
Filbrandt Wealth Management
Wisconsin
$6.74M 88,023 +8,877 +11%
NSCM
78
New South Capital Management
Tennessee
$5.88M 76,769 -106,830 -58%
Ohio Public Employees Retirement System (OPERS)
79
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.88M 76,769 -96,485 -56%
WA
80
Waverly Advisors
Alabama
$5.73M 68,661 +48,100 +234%
MML Investors Services
81
MML Investors Services
Massachusetts
$5.36M 69,999 -7,181 -9%
BCWM
82
Bartlett & Co Wealth Management
Ohio
$5.24M 68,433 +1,519 +2%
BC
83
Bartlett & Co
Ohio
$5.24M 68,433 +1,519 +2%
Cambridge Investment Research Advisors
84
Cambridge Investment Research Advisors
Iowa
$5.23M 68,386 -19,973 -23%
FCBT
85
First Citizens Bank & Trust
North Carolina
$5.06M 66,070 -5,288 -7%
William Blair & Company
86
William Blair & Company
Illinois
$4.99M 65,153 +4,793 +8%
WC
87
Wealth CMT
New Jersey
$4.84M 63,209 +4,863 +8%
SWM
88
Southern Wealth Management
Texas
$4.73M 61,751 -20,022 -24%
XF
89
XML Financial
Maryland
$4.64M 60,603 +353 +0.6%
AF
90
Advisornet Financial
Minnesota
$4.61M 60,203 -3,125 -5%
A
91
AdvicePeriod
California
$4.6M 60,043 -50,373 -46%
HFBOT
92
Home Federal Bank of Tennessee
Tennessee
$4.56M 59,626 -65,979 -53%
FWM
93
FSA Wealth Management
Massachusetts
$4.48M 58,508 +9,442 +19%
KFP
94
KMG Fiduciary Partners
Ohio
$4.45M 58,141 -7,697 -12%
EWA
95
EP Wealth Advisors
California
$4.06M 53,002 -11,191 -17%
GW
96
GW & Wade
Massachusetts
$4.05M 52,962 -4,085 -7%
Creative Planning
97
Creative Planning
Kansas
$3.89M 50,812 +7,674 +18%
Bank of New York Mellon
98
Bank of New York Mellon
New York
$3.85M 50,352 -11,917 -19%
CWM
99
Chicago Wealth Management
Illinois
$3.82M 49,867 +49,867 New
Goldman Sachs
100
Goldman Sachs
New York
$3.81M 49,779 -132,941 -73%
2 3
4
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