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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 %
FMWA
376
Forvis Mazars Wealth Advisors
Missouri
$353K -$9.7K -100 -3%
CG
377
Caprock Group
Idaho
$351K +$97 +1 +0%
Chevy Chase Trust
378
Chevy Chase Trust
Maryland
$348K – – –
IWP
379
Icon Wealth Partners
Texas
$346K – – –
MBT
380
Montecito Bank & Trust
California
$344K – – –
HSWM
381
Hubbell Strickland Wealth Management
Louisiana
$343K +$388 +4 +0.1%
JWCA
382
J.W. Cole Advisors
Florida
$340K +$340K +3,504 New
AWA
383
Artemis Wealth Advisors
New York
$339K – – –
DW
384
Domani Wealth
Pennsylvania
$334K -$31.6K -326 -9%
RMDI
385
R.M. Davis Inc
Maine
$334K +$27.3K +282 +9%
PFO
386
Pathstone Family Office
New Jersey
$332K +$193K +1,988 +139%
APW
387
Acima Private Wealth
Virginia
$331K – – –
EAM
388
Evanson Asset Management
California
$326K +$326K +3,361 New
CCA
389
Cobblestone Capital Advisors
New York
$324K – – –
PAS
390
Park Avenue Securities
New York
$321K +$321K +3,310 New
SC
391
Savant Capital
Illinois
$321K +$321K +3,310 New
AFC
392
AFT Forsyth & Company
Florida
$311K +$8.71K +90 +3%
IA
393
IFG Advisory
Georgia
$307K -$121K -1,250 -28%
FA
394
FDx Advisors
Illinois
$301K +$9.3K +96 +3%
SHWM
395
Smith & Howard Wealth Management
Georgia
$300K -$12.7K -131 -4%
CFB
396
Cullen/Frost Bankers
Texas
$300K -$5.92K -61 -2%
MWM
397
Mission Wealth Management
California
$300K +$46.3K +477 +18%
LAS
398
Lloyd Advisory Services
Georgia
$299K -$7.57K -78 -2%
DWA
399
Dougherty Wealth Advisers
Minnesota
$299K – – –
BCM
400
BTC Capital Management
Iowa
$298K – – –
14 15
16
17 18