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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 %
GPA
301
Guidance Point Advisors
Massachusetts
$407K 5,045 +18 +0.4%
LC
302
LCNB Corp
Ohio
$400K 4,945 – –
MOACM
303
Mutual of America Capital Management
New York
$397K 4,910 -20,790 -81%
Jane Street
304
Jane Street
New York
$396K 4,895 +4,895 New
DJSG
305
D.J. St. Germain
Massachusetts
$393K 4,864 – –
FUBT
306
First United Bank & Trust
Maryland
$390K 4,824 -170 -3%
CHJWM
307
Carlton Hofferkamp & Jenks Wealth Management
Texas
$390K 4,307 -41 -0.9%
ECG
308
Edge Capital Group
Georgia
$389K 4,815 – –
CAPTRUST Financial Advisors
309
CAPTRUST Financial Advisors
North Carolina
$373K 4,578 -4,891 -52%
IWAG
310
Integer Wealth Advisors Group
Georgia
$372K 4,602 +1,428 +45%
AW
311
ACG Wealth
Georgia
$362K 4,477 +123 +3%
BCM
312
Brookstone Capital Management
Illinois
$359K 4,443 -701 -14%
IA
313
IFG Advisory
Georgia
$357K 4,421 -282 -6%
MCM
314
Manchester Capital Management
Vermont
$354K 4,376 – –
NFG
315
NewFocus Financial Group
Washington
$354K 4,378 – –
CCP
316
Corient Capital Partners
California
$352K 4,352 – –
GFP
317
Gryphon Financial Partners
Ohio
$351K 4,342 +186 +4%
CWM
318
Cranbrook Wealth Management
Michigan
$349K 4,311 -615 -12%
OFG
319
Oxford Financial Group
Indiana
$346K 4,276 – –
FCM
320
Firestone Capital Management
Florida
$336K 4,160 – –
BFEC
321
Benjamin F. Edwards & Company
Missouri
$336K 4,154 +4 +0.1%
AIM
322
Allen Investment Management
New York
$332K 4,102 -63 -2%
BEAM
323
Baker Ellis Asset Management
Washington
$332K 4,107 – –
1SB
324
1ST Source Bank
Indiana
$331K 4,097 – –
BAM
325
Berkshire Asset Management
Pennsylvania
$330K 4,080 – –
11 12
13
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