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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 %
PSF
201
Pacific Sun Financial
California
$1.02M 13,374 +100 +0.8%
TNB
202
Thomasville National Bank
Georgia
$1M 13,124 -1,076 -8%
AAS
203
Avantax Advisory Services
Texas
$1M 13,087 +885 +7%
Millennium Management
204
Millennium Management
New York
$987K 12,899 +12,899 New
SWP
205
Stratos Wealth Partners
Ohio
$986K 12,882 -1,774 -12%
SCG
206
Sonata Capital Group
Washington
$964K 12,591 -1,300 -9%
SIA
207
Starfire Investment Advisers
Michigan
$959K 12,540 +41 +0.3%
KCM
208
Kennedy Capital Management
Missouri
$955K 12,475 -70,877 -85%
SCM
209
Smith Capital Management
Arkansas
$927K 12,108 -3,355 -22%
BIA
210
BHK Investment Advisors
Alabama
$920K 12,020 +124 +1%
VR
211
Viridian RIA
Washington
$899K 11,752 – –
SFA
212
Sequoia Financial Advisors
Ohio
$856K 11,190 – –
LNC
213
Lincoln National Corp
Pennsylvania
$834K 10,892 +920 +9%
WI
214
Wedgewood Investors
Pennsylvania
$809K 10,571 – –
NNP
215
Nachman Norwood & Parrott
South Carolina
$804K 10,511 -23 -0.2%
FWM
216
Frontier Wealth Management
Missouri
$786K 10,265 -4,321 -30%
SW
217
SVB Wealth
Massachusetts
$767K 10,017 -3,241 -24%
MGIA
218
Moneta Group Investment Advisors
Missouri
$762K 9,957 +1,485 +18%
LW
219
Linscomb Wealth
Texas
$760K 9,935 -356 -3%
EK
220
Evensky & Katz
Florida
$750K 9,799 -18 -0.2%
CC
221
Courier Capital
New York
$744K 9,715 – –
CI
222
Cordant Inc
Oregon
$734K 9,590 – –
MA
223
MCF Advisors
Kentucky
$733K 9,581 -158 -2%
PC
224
Port Capital
Illinois
$729K 9,532 +37 +0.4%
JFGIW
225
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$724K 9,465 -34,721 -79%
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