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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 %
Kovitz Investment Group Partners
151
Kovitz Investment Group Partners
Illinois
$2.62M 27,624 -860 -3%
FS
152
Ferguson Shapiro
Georgia
$2.58M 27,225 +27,225 New
Cerity Partners
153
Cerity Partners
New York
$2.45M 25,820 +1,728 +7%
CHC
154
City Holding Co
West Virginia
$2.45M 25,814 +1,520 +6%
GIM
155
Goelzer Investment Management
Indiana
$2.43M 25,657 -902 -3%
JFA
156
Johanson Financial Advisors
California
$2.43M 230,415 +228,010 +9,481%
SW
157
SkyOak Wealth
Michigan
$2.39M 25,255 +25,255 New
Calamos Advisors
158
Calamos Advisors
Illinois
$2.37M 25,000 +25,000 New
SSWG
159
Seven Springs Wealth Group
Tennessee
$2.32M 24,450 +24,450 New
Jane Street
160
Jane Street
New York
$2.31M 24,370 +1,209 +5%
GWM
161
Geneos Wealth Management
Colorado
$2.3M 24,357 +347 +1%
CL
162
Choreo LLC
Illinois
$2.29M 24,144 -315 -1%
ANB
163
Amarillo National Bank
Texas
$2.24M 23,656 +14 +0.1%
WTC
164
WhitTier Trust Company
Nevada
$2.23M 23,542 -470 -2%
PSUF
165
People's United Financial
Connecticut
$2.23M 23,523 +2,001 +9%
AB
166
Atlas Brown
Kentucky
$2.21M 23,336 +8,054 +53%
Carson Wealth (CWM LLC)
167
Carson Wealth (CWM LLC)
Nebraska
$2.19M 19,071 – –
I2I
168
Insight 2811 Inc
Illinois
$2.19M 23,082 +95 +0.4%
BWFA
169
Baltimore-Washington Financial Advisors
Maryland
$2.16M 22,766 +2,180 +11%
WT
170
Whittier Trust
California
$2.15M 22,675 – –
WIC
171
Whitegate Investment Counselors
New Hampshire
$2.12M 22,372 – –
FWP
172
FAS Wealth Partners
Kansas
$2.06M 21,756 -442 -2%
PIA
173
Powell Investment Advisors
Florida
$1.97M 20,816 +20,816 New
FWM
174
Frontier Wealth Management
Missouri
$1.97M 20,759 -3,564 -15%
ACA
175
Affinity Capital Advisors
California
$1.95M 20,620 +20,620 New
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