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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

536 hedge funds and large institutions have $7.96B invested in iShares Russell Mid-Cap Value ETF in 2019 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 158 increasing their positions, 190 reducing their positions, and 34 closing their positions.

Holders
536
Holders Change
-6
Holders Change %
-1.11%
% of All Funds
11.77%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.61%
New
32
Increased
158
Reduced
190
Closed
34
Calls
$359K
Puts
$816K
Net Calls
-$457K
Net Calls Change
-$635K

Top Buyers

1
SCM
1
Sterling Capital Management
North Carolina
$152M
2
US Bancorp
2
US Bancorp
Minnesota
$144M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$121M
4
TF
4
TIAA FSB
Florida
$1.54B
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$684M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$330M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$49.1M
3
SB
3
Suntrust Banks
Georgia
$36.5M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$73K
5
NP
5
NorthRock Partners
Minnesota
$11.3M
Name Market Value Shares Shares
Change 		Shares
Change %
FIM
176
Freedom Investment Management
Connecticut
$1.57M 17,452 -581 -3%
PCG
177
Private Capital Group
Connecticut
$1.54M 17,207 +2,933 +21%
DADC
178
D.A. Davidson & Co
Montana
$1.52M 16,929 +3,674 +28%
WB
179
WesBanco Bank
West Virginia
$1.45M 16,187 +24 +0.1%
SIAS
180
Shine Investment Advisory Services
Colorado
$1.41M 15,672 – –
HCMT
181
Highland Capital Management (Tennessee)
Tennessee
$1.4M 15,621 – –
SCM
182
Smith Capital Management
Arkansas
$1.39M 15,463 – –
AB
183
Atlas Brown
Kentucky
$1.37M 15,282 -177 -1%
IWM
184
IHT Wealth Management
Illinois
$1.37M 15,241 -3,366 -18%
Brown Advisory
185
Brown Advisory
Maryland
$1.36M 15,184 -1,358 -8%
BTS
186
BB&T Securities
Virginia
$1.33M 14,761 -149 -1%
SCG
187
Sonata Capital Group
Washington
$1.32M 14,731 -195 -1%
CSM
188
CAMG Solamere Management
North Carolina
$1.32M 14,695 +823 +6%
AT
189
Arden Trust
Delaware
$1.28M 14,266 -2,447 -15%
TNB
190
Thomasville National Bank
Georgia
$1.27M 14,200 -44 -0.3%
GFS
191
GYL Financial Synergies
Connecticut
$1.26M 14,043 +74 +0.5%
OC
192
Oppenheimer & Co
New York
$1.25M 13,916 +541 +4%
V
193
Veritable
Delaware
$1.22M 13,593 – –
CC
194
Cassaday & Co
Virginia
$1.21M 13,528 -669 -5%
PC
195
Port Capital
Illinois
$1.21M 13,440 -42,195 -76%
SW
196
SVB Wealth
Massachusetts
$1.2M 13,411 +945 +8%
PSF
197
Pacific Sun Financial
California
$1.18M 13,204 +125 +1%
ASN
198
Advisory Services Network
Georgia
$1.18M 13,182 – –
BPB
199
Badgley, Phelps & Bell
Washington
$1.17M 13,078 – –
FCBT
200
First Citizens Bank & Trust
North Carolina
$1.14M 12,656 -3,537 -22%
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