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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
10.89%
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 %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$44.8M 553,631 +70,598 +15%
ZB
27
Zions Bancorporation
Utah
$42M 519,185 -41,226 -7%
CC
28
Cassaday & Co
Virginia
$39.4M 487,883 -9,372 -2%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$36.6M 452,260 +184,823 +69%
SF
30
Synovus Financial
Georgia
$31.6M 391,409 -32,256 -8%
WWM
31
Windsor Wealth Management
Indiana
$27.5M 325,096 -19,031 -6%
AAP
32
Arax Advisory Partners
Colorado
$24.8M 306,997 +306,997 New
CPIG
33
Chicago Partners Investment Group
Illinois
$24.5M 287,320 +1,177 +0.4%
ANTB
34
AMG National Trust Bank
Colorado
$24.2M 299,222 -20,102 -6%
M&T Bank
35
M&T Bank
New York
$21.3M 263,495 -27,222 -9%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$21.2M 263,012 +8,345 +3%
CMA
37
Cedar Mountain Advisors
Oregon
$20.2M 250,114 +2,283 +0.9%
KeyBank National Association
38
KeyBank National Association
Ohio
$18.5M 229,442 -2,134 -0.9%
Baird Financial Group
39
Baird Financial Group
Wisconsin
$18.5M 229,423 -2,881 -1%
UB
40
UMB Bank
Missouri
$16.7M 218,435 – –
RJA
41
Raymond James & Associates
Florida
$16.6M 205,053 +7,117 +4%
BCIM
42
Bishop & Co Investment Management
Pennsylvania
$15.8M 195,796 +2,134 +1%
OCM
43
One Capital Management
California
$15M 185,141 +6,145 +3%
HWA
44
Heritage Wealth Advisors
Virginia
$14.6M 180,615 -4,911 -3%
AMG
45
Asset Management Group
Connecticut
$13.6M 167,890 +161 +0.1%
HSBC Holdings
46
HSBC Holdings
United Kingdom
$13.5M 167,435 -2,140 -1%
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$13.2M 163,682 -12,015 -7%
CP
48
Covenant Partners
Tennessee
$13M 161,171 -4,106 -2%
GG
49
GenWealth Group
New Jersey
$13M 153,240 -9,328 -6%
Mariner
50
Mariner
Kansas
$13M 160,187 -12,115 -7%
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