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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 %
CIBC Private Wealth Group
51
CIBC Private Wealth Group
Georgia
$12.1M 149,253 -8,006 -5%
JPMPWA
52
J.P. Morgan Private Wealth Advisors
California
$11.9M 147,380 +4,316 +3%
LL
53
LPWM LLC
Minnesota
$11.9M 145,992 +2,786 +2%
BIM
54
Bridges Investment Management
Nebraska
$11.8M 146,513 -1,610 -1%
CCFM
55
Clear Creek Financial Management
Washington
$11.7M 144,414 +144,414 New
LFWA
56
LBJ Family Wealth Advisors
Texas
$11.1M 137,811 +703 +0.5%
HAFS
57
Hapanowicz & Associates Financial Services
Pennsylvania
$11.1M 137,556 -3,399 -2%
KAS
58
Kestra Advisory Services
Texas
$11.1M 137,089 +137,089 New
PAG
59
Private Advisor Group
New Jersey
$10.9M 137,761 +1,570 +1%
Brown Advisory
60
Brown Advisory
Maryland
$10.7M 132,216 -466 -0.4%
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$10.6M 130,642 +399 +0.3%
Qube Research & Technologies (QRT)
62
Qube Research & Technologies (QRT)
United Kingdom
$9.99M 123,603 +123,603 New
Stifel Financial
63
Stifel Financial
Missouri
$9.82M 121,427 +1,706 +1%
CAN
64
Cetera Advisor Networks
California
$9.61M 118,842 +5,169 +5%
SPIA
65
Steward Partners Investment Advisory
New York
$9.4M 116,213 -3,300 -3%
ACA
66
Anchor Capital Advisors
Massachusetts
$9.33M 115,409 -25,479 -18%
Thrivent Financial for Lutherans
67
Thrivent Financial for Lutherans
Minnesota
$9.17M 113,483 +71,841 +173%
BF
68
BOK Financial
Oklahoma
$9.1M 112,532 +1,556 +1%
JIC
69
Johnson Investment Counsel
Ohio
$9.05M 111,941 -3,030 -3%
SEI Investments
70
SEI Investments
Pennsylvania
$8.8M 108,905 -41,057 -27%
WSTAM
71
Wilbanks Smith & Thomas Asset Management
Virginia
$8.77M 108,453 -71,113 -40%
JFG
72
JMG Financial Group
Illinois
$8.67M 107,251 -2,449 -2%
PWAG
73
Polaris Wealth Advisory Group
California
$8.53M 101,688 -35,608 -26%
FPIS
74
Financial Planning & Information Services
Wisconsin
$8.52M 105,416 -651 -0.6%
Natixis Advisors
75
Natixis Advisors
Massachusetts
$8.29M 102,577 +13,518 +15%
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