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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 Holding Trade Value Shares
Change 		Shares
Change %
NAM
351
NTV Asset Management
West Virginia
$265K – – –
CAG
352
Csenge Advisory Group
Florida
$264K -$126K -1,510 -32%
RTC
353
Riverview Trust Company
Washington
$261K – – –
SHWM
354
Smith & Howard Wealth Management
Georgia
$260K – – –
RMDI
355
R.M. Davis Inc
Maine
$256K – – –
CFB
356
Cullen/Frost Bankers
Texas
$255K -$21.8K -269 -8%
LAS
357
Lloyd Advisory Services
Georgia
$255K -$13.6K -168 -5%
AIC
358
Ameritas Investment Company
Nebraska
$255K – – –
PFG
359
Pacific Financial Group
Washington
$254K – – –
9WM
360
9258 Wealth Management
Ohio
$253K -$1.88K -23 -0.7%
AFC
361
AFT Forsyth & Company
Florida
$252K +$161 +2 +0.1%
WAM
362
Wealthspire Advisors (Maryland)
Maryland
$249K -$64K -790 -20%
DWA
363
Dougherty Wealth Advisers
Minnesota
$249K – – –
BCI
364
Brinker Capital Investments
Pennsylvania
$249K +$249K +3,078 New
BCM
365
BTC Capital Management
Iowa
$248K – – –
VFA
366
Valeo Financial Advisors
Indiana
$245K -$21.7K -269 -8%
CAAS
367
Capital Asset Advisory Services
Michigan
$245K – – –
VA
368
Valmark Advisers
Ohio
$244K – – –
SIC
369
Samalin Investment Counsel
New York
$244K +$244K +3,023 New
FA
370
FDx Advisors
Illinois
$243K -$16K -198 -6%
PAI
371
Pittenger & Anderson Inc
Nebraska
$243K – – –
QCM
372
Quest Capital Management
Texas
$240K – – –
Lazard Asset Management
373
Lazard Asset Management
New York
$240K – – –
RBFC
374
Roman Butler Fullerton & Co
Missouri
$236K -$14.7K -182 -6%
VFA
375
Voya Financial Advisors
Connecticut
$233K +$18.2K +227 +8%
13 14
15
16 17