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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 %
FWM
126
FSA Wealth Management
Massachusetts
$4.28M 45,113 +45,113 New
TRCT
127
Tower Research Capital (TRC)
New York
$4.25M 44,800 +44,800 New
APA
128
American Portfolios Advisors
New York
$4.24M 44,715 +10,100 +29%
PGFC
129
Peapack-Gladstone Financial Corp
New Jersey
$4.16M 43,874 -307 -0.7%
CB
130
Community Bank
New York
$4.13M 43,623 +224 +0.5%
CA
131
Cetera Advisors
Colorado
$4.01M 42,333 -2,541 -6%
GWMIA
132
Global Wealth Management Investment Advisory
Florida
$3.99M 42,128 +9,244 +28%
CG
133
Corundum Group
Colorado
$3.7M 39,041 -35 -0.1%
CWA
134
Capital Wealth Alliance
Arizona
$3.62M 38,899 +38,899 New
Janney Montgomery Scott
135
Janney Montgomery Scott
Pennsylvania
$3.41M 35,926 +290 +0.8%
CA
136
Cornerstone Advisory
Maryland
$3.3M 34,825 -200 -0.6%
IP
137
Investment Partners
Ohio
$3.28M 34,639 -344 -1%
RP
138
Reinhart Partners
Wisconsin
$3.25M 34,312 +34,312 New
UCFA
139
United Capital Financial Advisors
Texas
$3.16M 33,316 +3,888 +13%
Prudential Financial
140
Prudential Financial
New Jersey
$3.14M 33,129 -9,570 -22%
LPIC
141
LeJeune Puetz Investment Counsel
Michigan
$3.13M 33,072 – –
FMBTD
142
First Midwest Bank Trust Division
Illinois
$3.12M 32,904 +13,491 +69%
Thrivent Financial for Lutherans
143
Thrivent Financial for Lutherans
Minnesota
$2.81M 29,620 +10,626 +56%
SQA
144
Simon Quick Advisors
New Jersey
$2.78M 29,331 +180 +0.6%
FNT
145
First National Trust
Pennsylvania
$2.75M 28,966 +1,385 +5%
SFG
146
Sage Financial Group
Pennsylvania
$2.72M 28,742 -108 -0.4%
TPCW
147
TD Private Client Wealth
New York
$2.69M 28,397 +28,397 New
RC
148
Rinet Company
Massachusetts
$2.69M 28,383 +228 +0.8%
NFC
149
Northeast Financial Consultants
Connecticut
$2.66M 28,058 +50 +0.2%
PFA
150
Pure Financial Advisors
California
$2.64M 27,855 -671 -2%
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