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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
0.55%
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 %
RhumbLine Advisers
176
RhumbLine Advisers
Massachusetts
$1.36M 17,800 +17,800 New
MCM
177
MAI Capital Management
Ohio
$1.36M 17,744 +183 +1%
GRP
178
Global Retirement Partners
California
$1.35M 17,657 -8,846 -33%
RT
179
Rockland Trust
Massachusetts
$1.35M 17,619 -6,753 -28%
BJL
180
Brighton Jones LLC
Washington
$1.33M 17,355 -618 -3%
CL
181
Choreo LLC
Illinois
$1.33M 17,325 -271 -2%
Cerity Partners
182
Cerity Partners
New York
$1.31M 17,169 -110,512 -87%
PCG
183
Private Capital Group
Connecticut
$1.31M 17,122 -4,191 -20%
FWP
184
FAS Wealth Partners
Kansas
$1.3M 17,044 +496 +3%
MAM
185
Meeder Asset Management
Ohio
$1.27M 16,550 +557 +3%
WB
186
WesBanco Bank
West Virginia
$1.25M 16,265 +29 +0.2%
SIAS
187
Shine Investment Advisory Services
Colorado
$1.23M 16,074 +226 +1%
FCI
188
Financial Counselors Inc
Kansas
$1.22M 15,911 +6,511 +69%
Kovitz Investment Group Partners
189
Kovitz Investment Group Partners
Illinois
$1.19M 15,492 -8,954 -37%
CTC
190
Central Trust Company
Missouri
$1.15M 15,040 -2,631 -15%
SFG
191
Sowa Financial Group
Rhode Island
$1.11M 14,533 – –
CSM
192
CAMG Solamere Management
North Carolina
$1.11M 14,528 +67 +0.5%
Franklin Resources
193
Franklin Resources
California
$1.11M 13,832 +8,262 +148%
V
194
Veritable
Delaware
$1.08M 14,147 +454 +3%
BFM
195
Broadview Financial Management
Wisconsin
$1.06M 13,844 +13,844 New
FIM
196
Freedom Investment Management
Connecticut
$1.06M 13,785 -2,185 -14%
OC
197
Oppenheimer & Co
New York
$1.05M 13,682 -1,563 -10%
BUB
198
BBVA USA Bancshares
Texas
$1.04M 13,638 +1,717 +14%
SMFS
199
Squar Milner Financial Services
California
$1.04M 13,607 -2,145 -14%
ATPW
200
Ashton Thomas Private Wealth
Arizona
$1.03M 13,413 +1,008 +8%
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