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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 %
AFP
276
Ausdal Financial Partners
Iowa
$514K 6,361 – –
GT
277
Glenview Trust
Kentucky
$512K 6,332 -1,468 -19%
CWM
278
Cahaba Wealth Management
Georgia
$508K 6,287 +26 +0.4%
BB
279
Busey Bank
Illinois
$498K 6,161 +111 +2%
PTC
280
Private Trust Company
Ohio
$495K 6,129 -899 -13%
CG
281
Colony Group
Massachusetts
$490K 6,060 -115 -2%
TGAM
282
TBH Global Asset Management
Tennessee
$487K 6,029 – –
HNB
283
Huntington National Bank
Ohio
– – – –
MWP
284
MYCIO Wealth Partners
Pennsylvania
$483K 5,973 -232 -4%
AAM
285
Autus Asset Management
Arizona
$482K 5,964 -135 -2%
ZF
286
Zhang Financial
Michigan
$471K 5,826 – –
AI
287
Accredited Investors
Minnesota
$465K 5,754 +142 +3%
DWA
288
Douglass Winthrop Advisors
New York
$461K 5,700 – –
TRCT
289
Tower Research Capital (TRC)
New York
$454K 5,612 -1,305 -19%
CAM
290
Cubic Asset Management
Massachusetts
$454K 5,610 -9 -0.2%
IWC
291
Integrated Wealth Concepts
Massachusetts
$450K 5,573 -245 -4%
FAAS
292
First Allied Advisory Services
California
$445K 5,500 +670 +14%
CCM
293
Cohen Capital Management
California
$440K 5,437 +19 +0.4%
EARNEST Partners
294
EARNEST Partners
Georgia
$440K 5,443 +2,041 +60%
FLI
295
Family Legacy Inc
South Carolina
$429K 5,303 -153 -3%
FNBT
296
FineMark National Bank & Trust
Florida
$429K 5,307 +301 +6%
Luther King Capital Management (LKCM)
297
Luther King Capital Management (LKCM)
Texas
– – – –
KWM
298
Kingsview Wealth Management
Oregon
$418K 5,173 -888 -15%
HB
299
Homrich & Berg
Georgia
$415K 5,138 -270 -5%
AA
300
Alesco Advisors
New York
$407K 5,040 – –
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