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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 %
VFA
401
Valeo Financial Advisors
Indiana
$298K +$3.2K +33 +1%
QCM
402
Quest Capital Management
Texas
$295K +$6.88K +71 +2%
PA
403
Pinnacle Associates
New York
$294K +$15.5K +160 +6%
PFG
404
Pacific Financial Group
Washington
$293K -$11.6K -120 -4%
VA
405
Valmark Advisers
Ohio
$293K – – –
CAAS
406
Capital Asset Advisory Services
Michigan
$293K – – –
PAI
407
Pittenger & Anderson Inc
Nebraska
$291K – – –
Lazard Asset Management
408
Lazard Asset Management
New York
$288K – – –
T
409
TRUADVICE
Florida
$288K +$25.5K +262 +10%
MSFS
410
Main Street Financial Solutions
Pennsylvania
$286K +$286K +2,952 New
RBFC
411
Roman Butler Fullerton & Co
Missouri
$283K +$678 +7 +0.2%
RIS
412
Retirement Income Solutions
Michigan
$282K +$282K +2,905 New
WTB
413
Washington Trust Bank
Washington
$282K +$282K +2,911 New
SWA
414
Stratos Wealth Advisors
Ohio
$282K +$282K +2,911 New
VFA
415
Voya Financial Advisors
Connecticut
$281K +$1.54K +16 +0.6%
WANY
416
Wealthspire Advisors (New York)
New York
$277K +$277K +2,859 New
EAMA
417
EFG Asset Management (Americas)
Florida
$276K – – –
FCA
418
FinTrust Capital Advisors
South Carolina
$276K – – –
IA
419
Insight Advisors
Pennsylvania
$275K +$275K +2,837 New
NAM
420
NTV Asset Management
West Virginia
$274K -$43.6K -450 -14%
NWM
421
Northwest Wealth Management
Iowa
$274K – – –
Boston Partners
422
Boston Partners
Massachusetts
$274K +$274K +2,828 New
ABC
423
Associated Banc-Corp
Wisconsin
$270K +$223K +2,295 +471%
BSW
424
Buckingham Strategic Wealth
Missouri
$269K +$269K +2,779 New
AIA
425
Arbor Investment Advisors
North Carolina
$263K +$581 +6 +0.2%
15 16
17
18 19