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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 %
MFG
201
Menard Financial Group
Texas
$1.49M 15,748 +15,748 New
SCM
202
Smith Capital Management
Arkansas
$1.47M 15,463 – –
SMFS
203
Squar Milner Financial Services
California
$1.46M 15,428 +1,810 +13%
CSM
204
CAMG Solamere Management
North Carolina
$1.46M 15,415 +720 +5%
PFO
205
Pathstone Family Office
New Jersey
$1.44M 1,516 +8 +0.5%
CP
206
CornerStone Partners
Virginia
$1.44M 15,164 +15,164 New
SCG
207
Sonata Capital Group
Washington
$1.4M 14,731 – –
OC
208
Oppenheimer & Co
New York
$1.39M 14,689 +773 +6%
SWM
209
Southern Wealth Management
Texas
$1.37M 14,497 +14,497 New
Brown Advisory
210
Brown Advisory
Maryland
$1.35M 14,211 -973 -6%
SW
211
SVB Wealth
Massachusetts
$1.34M 14,179 +768 +6%
AT
212
Arden Trust
Delaware
$1.34M 14,159 -107 -0.8%
GFS
213
GYL Financial Synergies
Connecticut
$1.34M 14,124 +81 +0.6%
TNB
214
Thomasville National Bank
Georgia
$1.34M 14,115 -85 -0.6%
DI
215
Disciplined Investments
Oklahoma
$1.32M 13,902 +13,902 New
IAA
216
Independent Advisor Alliance
North Carolina
$1.29M 13,612 +13,612 New
V
217
Veritable
Delaware
$1.29M 13,593 – –
CC
218
Cassaday & Co
Virginia
$1.28M 13,473 -55 -0.4%
PSF
219
Pacific Sun Financial
California
$1.25M 13,204 – –
OAM
220
Oppenheimer Asset Management
New York
$1.24M 13,099 +12,741 +3,559%
BPB
221
Badgley, Phelps & Bell
Washington
$1.24M 13,078 – –
NI
222
Nuance Investments
Missouri
$1.23M 12,788 +12,788 New
HIA
223
Harbor Investment Advisory
Maryland
$1.23M 12,922 +12,922 New
CL
224
Cabana LLC
Arkansas
$1.21M 12,759 +2,414 +23%
TC
225
Telemus Capital
Michigan
$1.21M 12,742 -5,490 -30%
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