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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
WFAG
3
Wescott Financial Advisory Group
Pennsylvania
$27.3M
4
ETC
4
Exchange Traded Concepts
Oklahoma
$24.5M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$148M

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 %
SNT
551
Security National Trust
West Virginia
$31K 317 – –
CCM
552
Covington Capital Management
California
$30K 313 – –
BFO
553
Biltmore Family Office
North Carolina
$30K 310 – –
BBPWM
554
Blue Bell Private Wealth Management
Pennsylvania
$30K 300 – –
CAGAS
555
Capital Advisory Group Advisory Services
Minnesota
$29K 300 – –
CAL
556
Capital Advisors Ltd
Ohio
$29K 303 – –
CL
557
COWA LLC
Oklahoma
$29K 300 +300 New
SFPG
558
Stonebridge Financial Planning Group
Florida
$28K 285 +17 +6%
BCM
559
Bourgeon Capital Management
Connecticut
$25K 260 – –
FWM
560
Focused Wealth Management
New York
$25K 261 – –
IRC
561
Investors Research Corp
Georgia
$25K 259 – –
EW
562
Element Wealth
Mississippi
$25K 256 +256 New
PWM
563
Perigon Wealth Management
California
$25K 260 +260 New
IFAM
564
Institutional & Family Asset Management
Colorado
$24K 250 – –
LWANC
565
Laurel Wealth Advisors (North Carolina)
North Carolina
$24K 248 – –
Deutsche Bank
566
Deutsche Bank
Germany
$24K 248 – –
EIP
567
Ellis Investment Partners
Pennsylvania
$23K 234 -75 -24%
FHC
568
First Horizon Corporation
Tennessee
$23K 238 – –
WWM
569
Wagner Wealth Management
South Carolina
$23K 241 +241 New
VNA
570
Valley National Advisers
Pennsylvania
$21K 215 – –
CIAS
571
Capital Investment Advisory Services
North Carolina
$21K 217 – –
TWM
572
Tradition Wealth Management
Minnesota
$21K 220 +220 New
JPLA
573
Joseph P. Lucia & Associates
New York
$21K 221 +221 New
SFS
574
Sowell Financial Services
Arkansas
$20K 208 -195 -48%
BAM
575
Bellevue Asset Management
Washington
$20K 200 – –
21 22
23
24 25