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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

538 hedge funds and large institutions have $7.47B invested in iShares Russell Mid-Cap Value ETF in 2020 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 148 increasing their positions, 199 reducing their positions, and 51 closing their positions.

Holders
538
Holders Change
-3
Holders Change %
-0.55%
% of All Funds
10.88%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.51%
New
54
Increased
148
Reduced
199
Closed
51
Calls
$825K
Puts
$922K
Net Calls
-$97K
Net Calls Change
-$603K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$278M
2
AAP
2
Arax Advisory Partners
Colorado
$24.8M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$50.1M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$36.6M
5
CCFM
5
Clear Creek Financial Management
Washington
$11.7M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$247M
2
TF
2
TIAA FSB
Florida
$1.46B
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$140M
4
CB
4
Commerce Bank
Missouri
$286M
5
Ameriprise
5
Ameriprise
Minnesota
$74.2M
Name Market Value Shares Shares
Change 		Shares
Change %
BPA
251
Beacon Pointe Advisors
California
$602K 7,446 +212 +3%
NFG
252
Nadler Financial Group
Illinois
$601K 7,430 +3,000 +68%
GL
253
Graypoint LLC
New York
$587K 7,265 +7,265 New
NP
254
NorthRock Partners
Minnesota
$584K 7,221 -632 -8%
MC
255
Mathes Company
New York
$584K 7,219 – –
SSB
256
Sandy Spring Bank
Maryland
$582K 7,193 -680 -9%
MFW
257
Mosaic Family Wealth
Missouri
$582K 7,204 +9 +0.1%
MW
258
Marcum Wealth
Ohio
$578K 7,156 – –
AWM
259
Atticus Wealth Management
Florida
$576K 7,128 -724 -9%
Renaissance Technologies
260
Renaissance Technologies
New York
$574K 7,100 -1,100 -13%
TP
261
Tranquility Partners
Tennessee
$568K 7,028 +1,000 +17%
SFG
262
SNS Financial Group
Minnesota
$565K 6,983 – –
CFG
263
Cooper Financial Group
California
$561K 6,934 +65 +0.9%
HCA
264
Harbour Capital Advisors
Virginia
$558K 6,905 -175 -2%
Verition Fund Management
265
Verition Fund Management
Connecticut
$557K 6,891 +6,891 New
CAM
266
Cozad Asset Management
Illinois
$555K 6,863 -1,909 -22%
SAM
267
Silvercrest Asset Management
New York
$553K 6,846 +695 +11%
Cerity Partners
268
Cerity Partners
New York
$551K 6,814 -10,355 -60%
GTAM
269
Global Trust Asset Management
Florida
$548K 6,723 +609 +10%
HCMT
270
Highland Capital Management (Tennessee)
Tennessee
$544K 6,730 +75 +1%
FCH
271
Freestone Capital Holdings
Washington
$539K 6,665 -500 -7%
Cetera Investment Advisers
272
Cetera Investment Advisers
Illinois
$537K 6,639 +806 +14%
FMTC
273
Farmers & Merchants Trust Company
California
$532K 6,579 – –
RIM
274
Rockbridge Investment Management
New York
$528K 6,528 +5 +0.1%
TWP
275
Total Wealth Planning
Ohio
$519K 6,415 +4 +0.1%
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