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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 %
GW
101
GW & Wade
Massachusetts
$5.55M 58,509 +2,513 +4%
AF
102
Advisornet Financial
Minnesota
$5.47M 57,695 +6,682 +13%
XF
103
XML Financial
Maryland
$5.44M 57,386 +57,386 New
Lazard Asset Management
104
Lazard Asset Management
New York
$5.38M 56,730 – –
CAPTRUST Financial Advisors
105
CAPTRUST Financial Advisors
North Carolina
$5.35M 56,584 +48,434 +594%
BC
106
Brinker Capital
Pennsylvania
$5.34M 56,296 +47,553 +544%
OPS
107
Orion Portfolio Solutions
Nebraska
$5.3M 55,901 +55,901 New
BCWM
108
Bartlett & Co Wealth Management
Ohio
$5.28M 55,686 +1,462 +3%
GT
109
Glenmede Trust
Pennsylvania
$5.21M 54,980 +3,848 +8%
CWM
110
Chicago Wealth Management
Illinois
$5.18M 54,706 +54,706 New
HSA
111
HBK Sorce Advisory
Pennsylvania
$5.17M 54,580 -6,444 -11%
MA
112
MUFG Americas
New York
$5.13M 54,135 -2,575 -5%
PFP
113
Pinnacle Financial Partners
Tennessee
$5.11M 53,939 +462 +0.9%
KCM
114
Kennedy Capital Management
Missouri
$5.08M 53,620 +43,899 +452%
DC
115
Derby & Company
Massachusetts
$4.94M 52,156 +1,101 +2%
PRWA
116
Platte River Wealth Advisors
Colorado
$4.6M 49,514 +49,514 New
EVM
117
Eaton Vance Management
Massachusetts
$4.54M 47,950 -174 -0.4%
OAM
118
Occidental Asset Management
California
$4.38M 46,220 -337 -0.7%
Creative Planning
119
Creative Planning
Kansas
$4.35M 45,917 +3,827 +9%
RFC
120
Regions Financial Corp
Alabama
$4.35M 45,905 +669 +1%
CS
121
Comerica Securities
Michigan
$4.35M 45,859 +2,302 +5%
Citigroup
122
Citigroup
New York
$4.33M 45,629 -4,321 -9%
IWA
123
Inspirion Wealth Advisors
Illinois
$4.31M 45,457 -9 -0%
RT
124
Rockland Trust
Massachusetts
$4.31M 45,440 -6,616 -13%
PFM
125
Parsec Financial Management
North Carolina
$4.3M 45,398 -1,444 -3%
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5
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