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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 %
GT
176
Glenview Trust
Kentucky
$1.93M 20,351 -8 -0%
Rockefeller Capital Management
177
Rockefeller Capital Management
New York
$1.92M 20,279 +1,174 +6%
BRWM
178
B. Riley Wealth Management
Tennessee
$1.92M 20,243 +582 +3%
TCM
179
Telos Capital Management
California
$1.89M 19,969 +477 +2%
MCM
180
MAI Capital Management
Ohio
$1.88M 19,870 +63 +0.3%
SWP
181
Stratos Wealth Partners
Ohio
$1.83M 19,344 +1,600 +9%
AWM
182
Atticus Wealth Management
Florida
$1.81M 19,141 +19,141 New
CTC
183
Central Trust Company
Missouri
$1.81M 19,127 +1,470 +8%
EAM
184
Eukles Asset Management
Ohio
$1.79M 18,869 +335 +2%
BJL
185
Brighton Jones LLC
Washington
$1.77M 18,677 +14 +0.1%
WSFS
186
Wilmington Savings Fund Society
Delaware
$1.76M 18,568 +444 +2%
FA
187
FCG Advisors
New Jersey
$1.74M 18,310 -726 -4%
SFG
188
Sowa Financial Group
Rhode Island
$1.71M 18,008 +18,008 New
SPC
189
Sigma Planning Corp
Michigan
$1.7M 17,970 +355 +2%
AFP
190
Ausdal Financial Partners
Iowa
$1.7M 18,067 +319 +2%
NFG
191
Next Financial Group
Texas
$1.69M 17,879 -1,720 -9%
DADC
192
D.A. Davidson & Co
Montana
$1.69M 17,820 +891 +5%
Comerica Bank
193
Comerica Bank
Texas
$1.67M 17,680 +270 +2%
PCG
194
Private Capital Group
Connecticut
$1.65M 17,380 +173 +1%
FIM
195
Freedom Investment Management
Connecticut
$1.56M 16,482 -970 -6%
EARNEST Partners
196
EARNEST Partners
Georgia
$1.55M 16,392 +16,392 New
MAM
197
Meeder Asset Management
Ohio
$1.55M 16,353 -21,200 -56%
WB
198
WesBanco Bank
West Virginia
$1.54M 16,211 +24 +0.1%
AIG
199
American International Group
New York
$1.54M 16,200 +11,875 +275%
SIAS
200
Shine Investment Advisory Services
Colorado
$1.52M 15,996 +324 +2%
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