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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 %
WC
101
Wealth CMT
New Jersey
$3.74M 58,346 -1,711 -3%
GW
102
GW & Wade
Massachusetts
$3.66M 57,047 -1,462 -2%
SEI Investments
103
SEI Investments
Pennsylvania
$3.36M 52,356 -106,305 -67%
MA
104
MUFG Americas
New York
$3.35M 52,224 -1,911 -4%
CAPTRUST Financial Advisors
105
CAPTRUST Financial Advisors
North Carolina
$3.28M 54,124 -2,460 -4%
HSA
106
HBK Sorce Advisory
Pennsylvania
$3.19M 49,703 -4,877 -9%
FWM
107
FSA Wealth Management
Massachusetts
$3.15M 49,066 +3,953 +9%
EVM
108
Eaton Vance Management
Massachusetts
$3.09M 48,230 +280 +0.6%
CS
109
Comerica Securities
Michigan
$3M 46,830 +971 +2%
Rockefeller Capital Management
110
Rockefeller Capital Management
New York
$2.96M 46,243 +25,964 +128%
PFP
111
Pinnacle Financial Partners
Tennessee
$2.96M 46,096 -7,843 -15%
CB
112
Community Bank
New York
$2.91M 45,332 +1,709 +4%
APA
113
American Portfolios Advisors
New York
$2.89M 45,129 +414 +0.9%
RFC
114
Regions Financial Corp
Alabama
$2.88M 44,984 -921 -2%
IWA
115
Inspirion Wealth Advisors
Illinois
$2.88M 44,921 -536 -1%
JFGIW
116
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.83M 44,186 -500,124 -92%
PGFC
117
Peapack-Gladstone Financial Corp
New Jersey
$2.82M 44,053 +179 +0.4%
Citigroup
118
Citigroup
New York
$2.8M 43,669 -1,960 -4%
Creative Planning
119
Creative Planning
Kansas
$2.77M 43,138 -2,779 -6%
GWMIA
120
Global Wealth Management Investment Advisory
Florida
$2.68M 41,862 -266 -0.6%
Thrivent Financial for Lutherans
121
Thrivent Financial for Lutherans
Minnesota
$2.67M 41,642 +12,022 +41%
OAM
122
Occidental Asset Management
California
$2.61M 40,662 -5,558 -12%
PFM
123
Parsec Financial Management
North Carolina
$2.52M 39,333 -6,065 -13%
CG
124
Corundum Group
Colorado
$2.52M 39,320 +279 +0.7%
SQA
125
Simon Quick Advisors
New Jersey
$2.32M 36,219 +6,888 +23%
3 4
5
6 7