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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 %
Financial Engines Advisors
426
Financial Engines Advisors
California
$262K -$7.95K -82 -3%
MWM
427
Meridian Wealth Management
Kentucky
$261K +$774 +8 +0.3%
PCA
428
Personal Capital Advisors
California
$261K +$261K +2,690 New
PFBT
429
Parkside Financial Bank & Trust
Missouri
$257K -$8.54K -88 -3%
MFGP
430
Marshall Financial Group (Pennsylvania)
Pennsylvania
$257K +$194 +2 +0.1%
TRCT
431
Tower Research Capital (TRC)
New York
$253K -$290K -2,995 -53%
VPIM
432
Vanguard Personalized Indexing Management
California
$251K -$1.17M -12,044 -82%
BDF
433
Balasa Dinverno & Foltz
$251K – – –
CFA
434
Carroll Financial Associates
North Carolina
$251K +$2.61K +27 +1%
CAL
435
Capital Analysts LLC
Pennsylvania
$249K +$64.3K +662 +35%
MPIM
436
McGinn Penninger Investment Management
Virginia
$247K +$247K +2,550 New
HCIA
437
Hochman Cole Investment Advisors
Illinois
$246K -$16.7K -172 -6%
AWS
438
AJ Wealth Strategies
New York
$246K – – –
CAM
439
Cresset Asset Management
Illinois
$244K +$244K +2,515 New
BI
440
Ballast Inc
Kentucky
$242K – – –
PB
441
Pinnacle Bancorp
Nebraska
$242K +$19.7K +204 +9%
SIC
442
Samalin Investment Counsel
New York
$241K -$52.3K -539 -18%
FMT
443
First Mercantile Trust
Tennessee
$241K +$58K +598 +32%
BGIM
444
Brandywine Global Investment Management
Pennsylvania
$241K +$241K +2,484 New
TA
445
TFG Advisers
Michigan
$238K -$4.93K -51 -2%
AP
446
Appleton Partners
Massachusetts
$237K +$237K +2,445 New
Renaissance Technologies
447
Renaissance Technologies
New York
$233K -$456K -4,700 -66%
CLOS
448
Compagnie Lombard Odier SCmA
Switzerland
$233K +$233K +2,400 New
CPO
449
Cerity Partners OCIO
New York
$232K +$232K +2,389 New
NFP
450
Novak Financial Planning
Maryland
$231K +$231K +2,377 New
16 17
18
19 20