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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 %
FFN
151
Focus Financial Network
Minnesota
$1.8M 23,574 +16,863 +251%
GIM
152
Goelzer Investment Management
Indiana
$1.8M 23,505 -490 -2%
Comerica Bank
153
Comerica Bank
Texas
$1.77M 22,032 +4,752 +28%
I2I
154
Insight 2811 Inc
Illinois
$1.75M 22,688 +574 +3%
WTC
155
WhitTier Trust Company
Nevada
$1.75M 22,869 -30 -0.1%
EWA
156
ERTS Wealth Advisors
Michigan
$1.75M 22,814 -2,630 -10%
PSUF
157
People's United Financial
Connecticut
$1.71M 22,340 -805 -3%
BWFA
158
Baltimore-Washington Financial Advisors
Maryland
$1.65M 21,264 -757 -3%
TFCP
159
Twin Focus Capital Partners
Massachusetts
$1.62M 21,134 +9,558 +83%
WSFS
160
Wilmington Savings Fund Society
Delaware
$1.6M 20,867 -1,528 -7%
CS
161
Credit Suisse
Switzerland
$1.59M 20,723 -179,277 -90%
TCM
162
Telos Capital Management
California
$1.58M 20,689 -253 -1%
QCG
163
Quadrant Capital Group
Ohio
$1.58M 20,621 +15,061 +271%
DADC
164
D.A. Davidson & Co
Montana
$1.57M 20,481 -52 -0.3%
FNT
165
First National Trust
Pennsylvania
$1.54M 20,101 -8,138 -29%
SCM
166
SOL Capital Management
Maryland
$1.47M 19,196 +1,500 +8%
ACA
167
Affinity Capital Advisors
California
$1.47M 19,160 – –
GWM
168
Geneos Wealth Management
Colorado
$1.45M 19,553 -3,989 -17%
PFA
169
Pure Financial Advisors
California
$1.43M 18,728 -5,348 -22%
UCFA
170
United Capital Financial Advisors
Texas
$1.43M 18,714 -14,488 -44%
SPC
171
Sigma Planning Corp
Michigan
$1.42M 18,492 +822 +5%
BRWM
172
B. Riley Wealth Management
Tennessee
$1.38M 18,061 -478 -3%
FA
173
FCG Advisors
New Jersey
$1.37M 17,899 -413 -2%
EAM
174
Eukles Asset Management
Ohio
$1.37M 17,868 +74 +0.4%
FMBTD
175
First Midwest Bank Trust Division
Illinois
$1.36M 17,806 -15,759 -47%
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