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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 %
TF
1
TIAA FSB
Florida
$1.24B 19,407,083 +2,359,969 +14%
Morgan Stanley
2
Morgan Stanley
New York
$608M 9,485,331 +4,717,009 +99%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$600M 9,368,186 +1,457,211 +18%
CB
4
Commerce Bank
Missouri
$304M 4,743,873 -250,079 -5%
Wells Fargo
5
Wells Fargo
California
$286M 4,460,047 +187,476 +4%
Truist Financial
6
Truist Financial
North Carolina
$276M 4,298,940 +490,177 +13%
Bank of America
7
Bank of America
North Carolina
$253M 3,950,319 -274,036 -6%
Victory Capital Management
8
Victory Capital Management
Texas
$248M 3,865,176 +1,940,288 +101%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$225M 3,507,397 +721 +0%
Betterment LLC
10
Betterment LLC
New York
$206M 3,216,887 +1,982,787 +161%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$157M 2,450,741 +49,055 +2%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$147M 2,292,617 -49,233 -2%
UBS Group
13
UBS Group
Switzerland
$144M 2,247,364 -555,003 -20%
US Bancorp
14
US Bancorp
Minnesota
$116M 1,810,448 +67,851 +4%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$102M 1,590,699 -251,035 -14%
SI
16
Stephens Inc
Arkansas
$80.9M 1,261,971 +55,539 +5%
Ameriprise
17
Ameriprise
Minnesota
$67.8M 1,068,812 +157,118 +17%
American Century Companies
18
American Century Companies
Missouri
$50.7M 790,375 -3,597,894 -82%
SGAM
19
Stephens Group Asset Management
Arkansas
$50.4M 786,957 -109,805 -12%
EH
20
Equitable Holdings
New York
$45.7M 713,726 -21,784 -3%
LPL Financial
21
LPL Financial
California
$41.4M 645,604 -34,653 -5%
TAIM
22
TD Ameritrade Investment Management
Nebraska
$40.5M 631,542 +239,868 +61%
SF
23
Synovus Financial
Georgia
$39M 606,599 +244,374 +67%
SS
24
Simplicity Solutions
Minnesota
$37.8M 589,883 +1,241 +0.2%
AWM
25
AE Wealth Management
Kansas
$36.1M 563,238 -3,479 -0.6%
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