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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 Market Value Shares Shares
Change 		Shares
Change %
First Manhattan
451
First Manhattan
New York
$40K 496 – –
AF
452
Allworth Financial
California
$39K 481 -499 -51%
ABC
453
Associated Banc-Corp
Wisconsin
$39K 487 – –
SFC
454
SYM Financial Corp
Indiana
$39K 478 +18 +4%
IA
455
Independence Advisors
Pennsylvania
$37K 455 – –
RG
456
Retirement Group
California
$37K 463 – –
SIAP
457
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$35K 434 – –
LGWM
458
Litman Gregory Wealth Management
California
$34K 416 – –
RFWA
459
RPg Family Wealth Advisory
Massachusetts
$34K 420 – –
CFO
460
CVA Family Office
Colorado
$33K 411 – –
SFS
461
Sowell Financial Services
Arkansas
$33K 403 +209 +108%
JSC
462
Jackson Square Capital
California
$33K 410 +224 +120%
FMB
463
Field & Main Bank
Kentucky
$33K 406 +406 New
PS
464
Planned Solutions
California
$33K 411 +411 New
ACA
465
Aptus Capital Advisors
Alabama
$32K 406 -1,206 -75%
NSB
466
Norway Savings Bank
Maine
$32K 400 – –
FMII
467
Farmers & Merchants Investments Inc
Nebraska
$28K 350 -145 -29%
TCOV
468
Trust Company of Vermont
Vermont
$28K 347 – –
TFO
469
Tarbox Family Office
California
$27K 329 – –
SNT
470
Security National Trust
West Virginia
$26K 317 – –
ANBT
471
American National Bank & Trust
Texas
$26K 325 – –
HI
472
Human Investing
Oregon
$26K 320 – –
CCM
473
Covington Capital Management
California
$25K 313 – –
BFO
474
Biltmore Family Office
North Carolina
$25K 310 – –
CAGAS
475
Capital Advisory Group Advisory Services
Minnesota
$24K 300 -469 -61%
17 18
19
20 21