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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 %
GW
101
GW & Wade
Massachusetts
$5.02M 55,996 +1,523 +3%
BC
102
Bartlett & Co
Ohio
$4.86M 54,224 +465 +0.9%
BCWM
103
Bartlett & Co Wealth Management
Ohio
$4.86M 54,224 +465 +0.9%
PFP
104
Pinnacle Financial Partners
Tennessee
$4.8M 53,477 -1,837 -3%
1IA
105
1834 Investment Advisors
Wisconsin
$4.67M 52,050 -255 -0.5%
DC
106
Derby & Company
Massachusetts
$4.58M 51,055 +765 +2%
AF
107
Advisornet Financial
Minnesota
$4.58M 51,013 +2,563 +5%
RT
108
Rockland Trust
Massachusetts
$4.54M 52,056 -6,924 -12%
STMM
109
South Texas Money Management
Texas
$4.5M 50,174 -574 -1%
Citigroup
110
Citigroup
New York
$4.48M 49,950 +1,258 +3%
EVM
111
Eaton Vance Management
Massachusetts
$4.32M 48,124 -522 -1%
PFM
112
Parsec Financial Management
North Carolina
$4.2M 46,842 -6,334 -12%
OAM
113
Occidental Asset Management
California
$4.18M 46,557 +1,037 +2%
IWA
114
Inspirion Wealth Advisors
Illinois
$4.08M 45,466 -4,059 -8%
RFC
115
Regions Financial Corp
Alabama
$4.06M 45,236 +1,034 +2%
CA
116
Cetera Advisors
Colorado
$4.03M 44,874 +223 +0.5%
PGFC
117
Peapack-Gladstone Financial Corp
New Jersey
$3.96M 44,181 -75 -0.2%
CS
118
Comerica Securities
Michigan
$3.91M 43,557 -345 -0.8%
CB
119
Community Bank
New York
$3.89M 43,399 +425 +1%
Prudential Financial
120
Prudential Financial
New Jersey
$3.83M 42,699 +30,215 +242%
Creative Planning
121
Creative Planning
Kansas
$3.78M 42,090 +1,374 +3%
CG
122
Corundum Group
Colorado
$3.51M 39,076 – –
MAM
123
Meeder Asset Management
Ohio
$3.37M 37,553 +18,985 +102%
Janney Montgomery Scott
124
Janney Montgomery Scott
Pennsylvania
$3.2M 35,636 +15,730 +79%
CA
125
Cornerstone Advisory
Maryland
$3.14M 35,025 +200 +0.6%
3 4
5
6 7