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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 %
TF
1
TIAA FSB
Florida
$1.62B 17,047,114 -94,898 -0.6%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$750M 7,910,975 +263,920 +3%
CB
3
Commerce Bank
Missouri
$473M 4,993,952 +36,802 +0.7%
Morgan Stanley
4
Morgan Stanley
New York
$452M 4,768,322 -5,671 -0.1%
American Century Companies
5
American Century Companies
Missouri
$416M 4,388,269 +709,386 +19%
Wells Fargo
6
Wells Fargo
California
$405M 4,272,571 +143,356 +3%
Bank of America
7
Bank of America
North Carolina
$400M 4,224,355 +370,156 +10%
Truist Financial
8
Truist Financial
North Carolina
$361M 3,808,763 +3,390,275 +810%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$332M 3,506,676 -55,800 -2%
UBS Group
10
UBS Group
Switzerland
$266M 2,802,367 +46,488 +2%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$228M 2,401,686 +7,897 +0.3%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$222M 2,341,850 +47,589 +2%
Victory Capital Management
13
Victory Capital Management
Texas
$182M 1,924,888 -5,037 -0.3%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$175M 1,841,734 +497,902 +37%
US Bancorp
15
US Bancorp
Minnesota
$165M 1,742,597 +136,499 +8%
Betterment LLC
16
Betterment LLC
New York
$117M 1,234,100 -10,826 -0.9%
SI
17
Stephens Inc
Arkansas
$114M 1,206,432 -54,774 -4%
Ameriprise
18
Ameriprise
Minnesota
$86.4M 911,694 -120,484 -12%
SGAM
19
Stephens Group Asset Management
Arkansas
$85M 896,762 -898,695 -50%
EH
20
Equitable Holdings
New York
$69.7M 735,510 +735,510 New
LPL Financial
21
LPL Financial
California
$64.5M 680,257 +18,080 +3%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$63M 665,207 +117,643 +21%
SS
23
Simplicity Solutions
Minnesota
$55.8M 588,642 +146,077 +33%
AWM
24
AE Wealth Management
Kansas
$53.7M 566,717 +155,519 +38%
JFGIW
25
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$51.6M 544,310 +536,515 +6,883%
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