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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 %
CG
301
Colony Group
Massachusetts
$615K +$27.5K +284 +5%
IWC
302
Integrated Wealth Concepts
Massachusetts
$609K +$68.8K +710 +13%
HB
303
Homrich & Berg
Georgia
$608K +$110K +1,135 +22%
ZF
304
Zhang Financial
Michigan
$606K +$41.1K +424 +7%
PCG
305
Private Capital Group
Connecticut
$600K -$432K -4,461 -42%
GT
306
Glenview Trust
Kentucky
$593K -$20.9K -216 -3%
HNB
307
Huntington National Bank
Ohio
$589K -$486K – –
MWP
308
MYCIO Wealth Partners
Pennsylvania
$582K +$2.72K +28 +0.5%
AAM
309
Autus Asset Management
Arizona
$575K -$3.2K -33 -0.6%
BB
310
Busey Bank
Illinois
$572K -$25.1K -259 -4%
SFG
311
SNS Financial Group
Minnesota
$557K -$120K -1,238 -18%
DWA
312
Douglass Winthrop Advisors
New York
$553K – – –
CAM
313
Cubic Asset Management
Massachusetts
$549K +$4.56K +47 +0.8%
RP
314
Reinhart Partners
Wisconsin
$540K +$540K +53,143 New
AWA
315
Arkadios Wealth Advisors
Georgia
$537K +$184K +1,895 +52%
AllianceBernstein
316
AllianceBernstein
Tennessee
$536K -$1.09M -11,199 -67%
CCM
317
Cohen Capital Management
California
$529K +$1.65K +17 +0.3%
FNBT
318
FineMark National Bank & Trust
Florida
$515K – – –
FLI
319
Family Legacy Inc
South Carolina
$513K -$1.65K -17 -0.3%
CWM
320
Cornerstone Wealth Management
Missouri
$513K +$513K +5,296 New
Luther King Capital Management (LKCM)
321
Luther King Capital Management (LKCM)
Texas
$512K -$427K – –
Cerity Partners
322
Cerity Partners
New York
$498K -$163K -1,682 -25%
FAIM
323
Financial Advocates Investment Management
Washington
$493K +$286K +4,742 +139%
WIA
324
World Investment Advisors
California
$492K +$492K +4,702 New
GPA
325
Guidance Point Advisors
Massachusetts
$490K +$1.45K +15 +0.3%
11 12
13
14 15