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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.

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
1
TIAA FSB
Florida
$1.95B
2
US Bancorp
2
US Bancorp
Minnesota
$203M
3
ETC
3
Exchange Traded Concepts
Oklahoma
$24.5M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$148M
5
Bank of America
5
Bank of America
North Carolina
$351M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$344M
2
UBS Group
2
UBS Group
Switzerland
$144M
3
SI
3
Stephens Inc
Arkansas
$90.7M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$312M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$64K
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$57.8M 595,819 -23,880 -4%
ZB
27
Zions Bancorporation
Utah
$51.7M 533,319 +14,134 +3%
CC
28
Cassaday & Co
Virginia
$47M 484,868 -3,015 -0.6%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$42M 432,681 -19,579 -4%
SF
30
Synovus Financial
Georgia
$37M 381,486 -9,923 -3%
WWM
31
Windsor Wealth Management
Indiana
$32M 329,856 +4,760 +1%
AAP
32
Arax Advisory Partners
Colorado
$30.5M 314,989 +7,992 +3%
ANTB
33
AMG National Trust Bank
Colorado
$29M 298,927 -295 -0.1%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$28.6M 295,484 +32,472 +12%
CPIG
35
Chicago Partners Investment Group
Illinois
$27.7M 275,060 -12,260 -4%
WFAG
36
Wescott Financial Advisory Group
Pennsylvania
$27.3M 281,939 +281,939 New
ETC
37
Exchange Traded Concepts
Oklahoma
$24.5M 253,109 +253,109 New
CMA
38
Cedar Mountain Advisors
Oregon
$24.5M 252,859 +2,745 +1%
M&T Bank
39
M&T Bank
New York
$24.5M 252,508 -10,987 -4%
RJA
40
Raymond James & Associates
Florida
$24.1M 248,705 +43,652 +21%
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$23.1M 238,021 +74,339 +45%
KeyBank National Association
42
KeyBank National Association
Ohio
$22M 226,745 -2,697 -1%
Baird Financial Group
43
Baird Financial Group
Wisconsin
$21.7M 223,323 -6,100 -3%
OCM
44
One Capital Management
California
$21.6M 222,708 +37,567 +20%
ACA
45
Anchor Capital Advisors
Massachusetts
$19.5M 201,195 +85,786 +74%
BCIM
46
Bishop & Co Investment Management
Pennsylvania
$19.1M 196,993 +1,197 +0.6%
AP
47
Advisors Preferred
Maryland
$18.2M 190,786 +190,786 New
HWA
48
Heritage Wealth Advisors
Virginia
$17M 175,104 -5,511 -3%
UB
49
UMB Bank
Missouri
$16.7M 172,321 -46,114 -21%
AMG
50
Asset Management Group
Connecticut
$16M 165,457 -2,433 -1%
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