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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 %
CFFP
526
Center for Financial Planning
Michigan
$4K 51 – –
AC
527
AlphaCore Capital
California
$4K 51 – –
CWC
528
Carolinas Wealth Consulting
North Carolina
$4K 46 – –
LC
529
Lindbrook Capital
California
$3K 38 – –
NFSG
530
Newbridge Financial Services Group
Florida
$3K 32 +32 New
APWA
531
Atlas Private Wealth Advisors
New Jersey
$2K 25 -334 -93%
HWA
532
HCR Wealth Advisors
California
$2K 23 +23 New
BFG
533
Baron Financial Group
New Jersey
$1.62K 20 +20 New
PGAM
534
Princeton Global Asset Management
New Jersey
$1K 13 – –
AP
535
Atwood & Palmer
Missouri
$1K 15 +15 New
Simplex Trading
536
Simplex Trading
Illinois
$1K 18 +18 New
SXL
537
Summit X LLC
Missouri
$323 1,317 +1,317 New
FCA
538
FinTrust Capital Advisors
South Carolina
$230 2,849 – –
TA
539
TCG Advisors
Texas
– – -108,148 Closed
NSCM
540
New South Capital Management
Tennessee
– – -76,769 Closed
Ohio Public Employees Retirement System (OPERS)
541
Ohio Public Employees Retirement System (OPERS)
Ohio
– – -76,769 Closed
NL
542
NEPC LLC
Massachusetts
– – -37,610 Closed
SW
543
SkyOak Wealth
Michigan
– – -32,423 Closed
BRWM
544
B. Riley Wealth Management
Tennessee
– – -18,061 Closed
RhumbLine Advisers
545
RhumbLine Advisers
Massachusetts
– – -17,800 Closed
SMFS
546
Squar Milner Financial Services
California
– – -13,607 Closed
Millennium Management
547
Millennium Management
New York
– – -12,899 Closed
CA
548
Cornerstone Advisory
Maryland
– – -7,561 Closed
BAM
549
Blueshift Asset Management
New Jersey
– – -6,694 Closed
KPW
550
Kore Private Wealth
New York
– – -6,283 Closed
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