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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
0.56%
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 %
TF
1
TIAA FSB
Florida
$1.45B 18,910,368 -496,715 -3%
Morgan Stanley
2
Morgan Stanley
New York
$744M 9,724,469 +239,138 +3%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$623M 8,422,692 -945,494 -10%
Truist Financial
4
Truist Financial
North Carolina
$355M 4,642,969 +344,029 +8%
American Century Companies
5
American Century Companies
Missouri
$324M 4,238,514 +3,448,139 +436%
CB
6
Commerce Bank
Missouri
$301M 3,935,216 -808,657 -17%
Wells Fargo
7
Wells Fargo
California
$300M 3,916,368 -543,679 -12%
Bank of America
8
Bank of America
North Carolina
$257M 3,359,742 -590,577 -15%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$239M 3,117,301 -390,096 -11%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$170M 2,220,708 -230,033 -9%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$170M 2,214,973 -77,644 -3%
Betterment LLC
12
Betterment LLC
New York
$154M 2,013,962 -1,202,925 -37%
UBS Group
13
UBS Group
Switzerland
$142M 1,861,439 -385,925 -17%
US Bancorp
14
US Bancorp
Minnesota
$133M 1,733,678 -76,770 -4%
Victory Capital Management
15
Victory Capital Management
Texas
$107M 1,402,963 -2,462,213 -64%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$102M 1,331,914 -258,785 -16%
SI
17
Stephens Inc
Arkansas
$97.1M 1,268,401 +6,430 +0.5%
Ameriprise
18
Ameriprise
Minnesota
$91.1M 1,185,517 +116,705 +11%
SGAM
19
Stephens Group Asset Management
Arkansas
$60.9M 800,480 +13,523 +2%
EH
20
Equitable Holdings
New York
$55M 718,311 +4,585 +0.6%
SS
21
Simplicity Solutions
Minnesota
$50.2M 655,848 +65,965 +11%
LPL Financial
22
LPL Financial
California
$49M 640,462 -5,142 -0.8%
AWM
23
AE Wealth Management
Kansas
$49M 640,411 +77,173 +14%
TAIM
24
TD Ameritrade Investment Management
Nebraska
$47.8M 624,766 -6,776 -1%
ZB
25
Zions Bancorporation
Utah
$42.9M 560,411 +47,983 +9%
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