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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

542 hedge funds and large institutions have $7.68B invested in iShares Russell Mid-Cap Value ETF in 2019 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 190 increasing their positions, 171 reducing their positions, and 53 closing their positions.

Holders
542
Holders Change
-21
Holders Change %
-3.73%
% of All Funds
11.79%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.61%
New
39
Increased
190
Reduced
171
Closed
53
Calls
$624K
Puts
$446K
Net Calls
+$178K
Net Calls Change
-$5K

Top Buyers

1
TF
1
TIAA FSB
Florida
$1.49B
2
US Bancorp
2
US Bancorp
Minnesota
$70.4M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$664M
4
SS
4
Simplicity Solutions
Minnesota
$38.4M
5
American Century Companies
5
American Century Companies
Missouri
$392M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$326M
2
CL
2
Cabana LLC
Arkansas
$822K
3
FIA
3
Foundations Investment Advisors
Arizona
$501K
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$211M
5
Morgan Stanley
5
Morgan Stanley
New York
$415M
Name Market Value Shares Shares
Change 		Shares
Change %
TF
1
TIAA FSB
Florida
$1.49B 16,770,386 +13,586,681 +427%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$664M 7,451,746 +255,387 +4%
CB
3
Commerce Bank
Missouri
$431M 4,836,634 +202,699 +4%
Morgan Stanley
4
Morgan Stanley
New York
$415M 4,660,793 -133,197 -3%
American Century Companies
5
American Century Companies
Missouri
$392M 4,395,179 +233,657 +6%
Wells Fargo
6
Wells Fargo
California
$374M 4,193,321 -129,953 -3%
Bank of America
7
Bank of America
North Carolina
$345M 3,872,735 -132,307 -3%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$326M 3,659,862 -323,491 -8%
UBS Group
9
UBS Group
Switzerland
$238M 2,674,473 -23,895 -0.9%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$211M 2,366,475 -138,905 -6%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$203M 2,278,098 +25,392 +1%
Victory Capital Management
12
Victory Capital Management
Texas
$174M 1,949,800 +17,381 +0.9%
SGAM
13
Stephens Group Asset Management
Arkansas
$149M 1,676,443 -26,029 -2%
SI
14
Stephens Inc
Arkansas
$113M 1,265,052 +29,519 +2%
Betterment LLC
15
Betterment LLC
New York
$111M 1,244,926 +81,704 +7%
Ameriprise
16
Ameriprise
Minnesota
$94.6M 1,064,526 -72,769 -6%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$85M 953,778 +111,183 +13%
US Bancorp
18
US Bancorp
Minnesota
$70.4M 789,600 +330,982 +72%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$68.3M 766,504 +74,481 +11%
Axa
20
Axa
France
$63.2M 709,475 -19,000 -3%
LPL Financial
21
LPL Financial
California
$59M 662,187 -73,957 -10%
SB
22
Suntrust Banks
Georgia
$51.3M 575,031 -48,849 -8%
ZB
23
Zions Bancorporation
Utah
$46M 516,457 +16,907 +3%
GLI
24
Guardian Life Insurance
New York
$44.3M 497,007 – –
RJFSA
25
Raymond James Financial Services Advisors
Florida
$39.5M 443,282 +4,569 +1%
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