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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

532 hedge funds and large institutions have $6.5B invested in iShares Russell Mid-Cap Value ETF in 2020 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 167 increasing their positions, 202 reducing their positions, and 128 closing their positions.

Holders
532
Holders Change
-88
Holders Change %
-14.19%
% of All Funds
11.75%
Holding in Top 10
25
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-34.21%
% of All Funds
0.55%
New
49
Increased
167
Reduced
202
Closed
128
Calls
$378K
Puts
$10K
Net Calls
+$368K
Net Calls Change
+$593K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$608M
2
TF
2
TIAA FSB
Florida
$1.24B
3
Betterment LLC
3
Betterment LLC
New York
$206M
4
Victory Capital Management
4
Victory Capital Management
Texas
$248M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$600M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$50.7M
2
GLI
2
Guardian Life Insurance
New York
$0
3
UBS Group
3
UBS Group
Switzerland
$144M
4
JFGIW
4
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.83M
5
MMEA
5
Main Management ETF Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
V
201
Veritable
Delaware
$878K 13,693 +100 +0.7%
PPA
202
Parametric Portfolio Associates
Washington
$858K 13,393 +1,884 +16%
BC
203
Brinker Capital
Pennsylvania
$853K 13,313 -42,983 -76%
PSF
204
Pacific Sun Financial
California
$851K 13,274 +70 +0.5%
SW
205
SVB Wealth
Massachusetts
$850K 13,258 -921 -6%
BPB
206
Badgley, Phelps & Bell
Washington
$838K 13,078 – –
HIA
207
Harbor Investment Advisory
Maryland
$813K 12,682 -240 -2%
SIA
208
Starfire Investment Advisers
Michigan
$801K 12,499 – –
ATPW
209
Ashton Thomas Private Wealth
Arizona
$795K 12,405 +2,108 +20%
AAS
210
Avantax Advisory Services
Texas
$784K 12,202 +152 +1%
BUB
211
BBVA USA Bancshares
Texas
$764K 11,921 +226 +2%
BIA
212
BHK Investment Advisors
Alabama
$762K 11,896 +934 +9%
VR
213
Viridian RIA
Washington
$753K 11,752 – –
AWA
214
Arkadios Wealth Advisors
Georgia
$752K 11,737 +6,205 +112%
TFCP
215
Twin Focus Capital Partners
Massachusetts
$742K 11,576 +633 +6%
SFA
216
Sequoia Financial Advisors
Ohio
$717K 11,190 -22 -0.2%
OPS
217
Orion Portfolio Solutions
Nebraska
$691K 10,785 -45,116 -81%
WI
218
Wedgewood Investors
Pennsylvania
$677K 10,571 -21 -0.2%
NNP
219
Nachman Norwood & Parrott
South Carolina
$675K 10,534 -1,532 -13%
IWM
220
IHT Wealth Management
Illinois
$675K 10,539 -449 -4%
RWP
221
RWA Wealth Partners
Massachusetts
$670K 10,456 +7,854 +302%
NWS
222
Newport Wealth Strategies
California
$660K 9,306 -2,315 -20%
LW
223
Linscomb Wealth
Texas
$660K 10,291 +1,512 +17%
CC
224
Courier Capital
New York
$651K 9,715 +3,067 +46%
HC
225
HNP Capital
New York
$651K 9,715 +9,715 New
7 8
9
10 11