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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 %
PFP
101
Pinnacle Financial Partners
Tennessee
$4.93M 55,314 -4,362 -7%
EWA
102
EP Wealth Advisors
California
$4.91M 55,135 -3,046 -5%
GW
103
GW & Wade
Massachusetts
$4.86M 54,473 +66 +0.1%
BC
104
Bartlett & Co
Ohio
$4.79M 53,759 +1,891 +4%
BCWM
105
Bartlett & Co Wealth Management
Ohio
$4.79M 53,759 +1,891 +4%
PFM
106
Parsec Financial Management
North Carolina
$4.74M 53,176 +1,322 +3%
1IA
107
1834 Investment Advisors
Wisconsin
$4.66M 52,305 -200 -0.4%
STMM
108
South Texas Money Management
Texas
$4.52M 50,748 +4,588 +10%
DC
109
Derby & Company
Massachusetts
$4.48M 50,290 +194 +0.4%
IWA
110
Inspirion Wealth Advisors
Illinois
$4.41M 49,525 -1,124 -2%
Citigroup
111
Citigroup
New York
$4.34M 48,692 -2,185 -4%
EVM
112
Eaton Vance Management
Massachusetts
$4.34M 48,646 +696 +1%
AF
113
Advisornet Financial
Minnesota
$4.32M 48,450 +1,603 +3%
OAM
114
Occidental Asset Management
California
$4.06M 45,520 -2,521 -5%
CA
115
Cetera Advisors
Colorado
$3.98M 44,651 -1,853 -4%
PGFC
116
Peapack-Gladstone Financial Corp
New Jersey
$3.94M 44,256 -302 -0.7%
RFC
117
Regions Financial Corp
Alabama
$3.94M 44,202 +77 +0.2%
CS
118
Comerica Securities
Michigan
$3.91M 43,902 +40,863 +1,345%
CB
119
Community Bank
New York
$3.83M 42,974 +50 +0.1%
Creative Planning
120
Creative Planning
Kansas
$3.63M 40,716 +360 +0.9%
CG
121
Corundum Group
Colorado
$3.48M 39,076 -553 -1%
MOACM
122
Mutual of America Capital Management
New York
$3.25M 36,420 +36,420 New
KCM
123
Kennedy Capital Management
Missouri
$3.17M 35,533 +27,215 +327%
IP
124
Investment Partners
Ohio
$3.15M 35,307 -183 -0.5%
CA
125
Cornerstone Advisory
Maryland
$3.1M 34,825 -9,132 -21%
3 4
5
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