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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 %
HSA
101
HBK Sorce Advisory
Pennsylvania
$3.78M 49,438 -265 -0.5%
RIG
102
Roosevelt Investment Group
New York
$3.6M 46,996 +21,497 +84%
PFP
103
Pinnacle Financial Partners
Tennessee
$3.51M 45,843 -253 -0.5%
CB
104
Community Bank
New York
$3.49M 45,607 +275 +0.6%
MA
105
MUFG Americas
New York
$3.49M 45,570 -6,654 -13%
IWA
106
Inspirion Wealth Advisors
Illinois
$3.39M 44,237 -684 -2%
GWMIA
107
Global Wealth Management Investment Advisory
Florida
$3.32M 43,419 +1,557 +4%
PGFC
108
Peapack-Gladstone Financial Corp
New Jersey
$3.3M 43,177 -876 -2%
RC
109
Rinet Company
Massachusetts
$3.27M 42,760 +15,847 +59%
RFC
110
Regions Financial Corp
Alabama
$3.24M 42,357 -2,627 -6%
OAM
111
Occidental Asset Management
California
$3.08M 40,222 -440 -1%
CG
112
Corundum Group
Colorado
$3.05M 39,892 +572 +1%
Principal Financial Group
113
Principal Financial Group
Iowa
$2.89M 37,733 +37,733 New
CS
114
Comerica Securities
Michigan
$2.89M 37,717 -9,113 -19%
NL
115
NEPC LLC
Massachusetts
$2.88M 37,610 +37,610 New
PFM
116
Parsec Financial Management
North Carolina
$2.8M 36,606 -2,727 -7%
PRWA
117
Platte River Wealth Advisors
Colorado
$2.79M 36,078 +36,078 New
SQA
118
Simon Quick Advisors
New Jersey
$2.78M 36,367 +148 +0.4%
IP
119
Investment Partners
Ohio
$2.67M 34,908 +377 +1%
Thrivent Financial for Lutherans
120
Thrivent Financial for Lutherans
Minnesota
$2.67M 41,642 – –
Rockefeller Capital Management
121
Rockefeller Capital Management
New York
$2.66M 34,717 -11,526 -25%
Prudential Financial
122
Prudential Financial
New Jersey
$2.62M 34,207 +19,736 +136%
TPCW
123
TD Private Client Wealth
New York
$2.59M 33,854 +1,504 +5%
GT
124
Glenmede Trust
Pennsylvania
$2.58M 33,683 -21,297 -39%
BlackRock
125
BlackRock
New York
$2.56M 33,466 +2,158 +7%
3 4
5
6 7