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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

629 hedge funds and large institutions have $9.28B invested in iShares Russell Mid-Cap Value ETF in 2020 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 186 increasing their positions, 174 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
629
Holders Change
+91
Holders Change %
+16.91%
% of All Funds
11.16%
Holding in Top 10
32
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+28%
% of All Funds
0.57%
New
132
Increased
186
Reduced
174
Closed
30
Calls
$5.47M
Puts
$233K
Net Calls
+$5.24M
Net Calls Change
+$5.33M

Top Buyers

1
TF
TIAA FSB
Florida
$1.95B
2
US Bancorp
US Bancorp
Minnesota
$203M
3
ETC
Exchange Traded Concepts
Oklahoma
$24.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$148M
5
Bank of America
Bank of America
North Carolina
$351M

Top Sellers

1
Truist Financial
Truist Financial
North Carolina
$344M
2
UBS Group
UBS Group
Switzerland
$144M
3
SI
Stephens Inc
Arkansas
$90.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$312M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$64K
Name Holding Trade Value Shares
Change 		Shares
Change %
LB
251
Legacy Bridge
Iowa
$895K – – –
Lido Advisors
252
Lido Advisors
California
$884K +$640K +6,601 +262%
SIA
253
Stegner Investment Associates
Kentucky
$872K -$582 -6 -0.1%
Kayne Anderson Rudnick Investment Management
254
Kayne Anderson Rudnick Investment Management
California
$868K +$17.1K +176 +2%
NFG
255
Next Financial Group
Texas
$866K -$61.8K -637 -7%
OAM
256
Oppenheimer Asset Management
New York
$847K +$847K +8,735 New
Susquehanna International Group
257
Susquehanna International Group
Pennsylvania
$839K -$7.08M -73,012 -89%
PFT
258
Providence First Trust
Arizona
$834K -$51.4K -530 -6%
BCM
259
BTR Capital Management
California
$828K – – –
FFG
260
Fullen Financial Group
Ohio
$822K +$1.75K +18 +0.2%
PC
261
Port Capital
Illinois
$813K -$36.1K -372 -4%
CAPTRUST Financial Advisors
262
CAPTRUST Financial Advisors
North Carolina
$812K +$368K +3,798 +83%
CI
263
Cordant Inc
Oregon
$808K -$48.6K -502 -6%
BA
264
Ballew Advisors
Mississippi
$807K -$7.31K -73 -0.9%
MC
265
Mathes Company
New York
$790K +$89.8K +926 +13%
ASN
266
Advisory Services Network
Georgia
$788K +$35.7K +368 +5%
PMG
267
Private Management Group
California
$781K +$12K +124 +2%
GSEP
268
Golden State Equity Partners
California
$781K +$781K +8,062 New
B
269
Bailard
California
$776K – – –
NP
270
NorthRock Partners
Minnesota
$768K +$68.1K +703 +10%
IWM
271
IHT Wealth Management
Illinois
$758K -$41.2K -425 -5%
LW
272
Linscomb Wealth
Texas
$758K +$3.98K +41 +0.5%
SYBT
273
Stock Yards Bank & Trust
Kentucky
$739K +$466K +4,808 +171%
CBN
274
Cadence Bank NA
Texas
$729K – – –
WWA
275
WC Walker & Associates
California
$720K +$720K +6,848 New
9 10
11
12 13