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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 %
PTC
276
Private Trust Company
Ohio
$714K +$121K +1,245 +20%
DADC
277
D.A. Davidson & Co
Montana
$713K -$73.1K -754 -9%
BPA
278
Beacon Pointe Advisors
California
$712K -$9.89K -102 -1%
CFG
279
Cooper Financial Group
California
$709K +$36.3K +374 +5%
GL
280
Graypoint LLC
New York
$704K – – –
MFW
281
Mosaic Family Wealth
Missouri
$699K +$582 +6 +0.1%
FMN
282
Financial Management Network
California
$696K +$696K +6,849 New
MW
283
Marcum Wealth
Ohio
$694K – – –
HCMT
284
Highland Capital Management (Tennessee)
Tennessee
$682K +$29.1K +300 +4%
RJT
285
Raymond James Trust
Florida
$675K +$280K +2,884 +71%
GVAG
286
Great Valley Advisor Group
Delaware
$674K -$134K -1,378 -17%
SAM
287
Silvercrest Asset Management
New York
$664K – – –
SSB
288
Sandy Spring Bank
Maryland
$661K -$35.8K -370 -5%
RB
289
Renasant Bank
Mississippi
$659K +$659K +6,792 New
TI
290
Truepoint Inc
Ohio
$658K +$658K +6,782 New
GTAM
291
Global Trust Asset Management
Florida
$649K -$3.4K -35 -0.5%
FCH
292
Freestone Capital Holdings
Washington
$646K – – –
TWP
293
Total Wealth Planning
Ohio
$646K +$24.3K +251 +4%
FMTC
294
Farmers & Merchants Trust Company
California
$638K – – –
RIM
295
Rockbridge Investment Management
New York
$633K +$291 +3 +0%
AWM
296
Atticus Wealth Management
Florida
$631K -$60.6K -625 -9%
Mercer Global Advisors
297
Mercer Global Advisors
Colorado
$628K +$267K +2,748 +74%
MA
298
MCF Advisors
Kentucky
$623K -$156K -1,613 -20%
AFP
299
Ausdal Financial Partners
Iowa
$617K +$194 +2 +0%
CWM
300
Cahaba Wealth Management
Georgia
$616K -$16.3K -162 -3%
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