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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 %
CP
51
Covenant Partners
Tennessee
$15.7M 161,808 +637 +0.4%
JPMPWA
52
J.P. Morgan Private Wealth Advisors
California
$15.6M 161,232 +13,852 +9%
CIBC Private Wealth Group
53
CIBC Private Wealth Group
Georgia
$15.4M 158,591 +9,338 +6%
KAS
54
Kestra Advisory Services
Texas
$15.1M 156,907 +19,818 +14%
GG
55
GenWealth Group
New Jersey
$14.4M 148,632 -4,608 -3%
PAG
56
Private Advisor Group
New Jersey
$14.4M 148,217 +10,456 +8%
BIM
57
Bridges Investment Management
Nebraska
$14.2M 146,513 – –
HSBC Holdings
58
HSBC Holdings
United Kingdom
$13.9M 143,391 -24,044 -14%
RA
59
Rodgers & Associates
Pennsylvania
$13.8M 142,244 +142,244 New
CM
60
Churchill Management
California
$13.8M 142,198 +142,198 New
Northern Trust
61
Northern Trust
Illinois
$13.6M 140,285 +59,641 +74%
LFWA
62
LBJ Family Wealth Advisors
Texas
$13.5M 139,648 +1,837 +1%
HAFS
63
Hapanowicz & Associates Financial Services
Pennsylvania
$13.3M 137,450 -106 -0.1%
LL
64
LPWM LLC
Minnesota
$13.3M 137,229 -8,763 -6%
Brown Advisory
65
Brown Advisory
Maryland
$12.8M 132,207 -9 -0%
PWAG
66
Polaris Wealth Advisory Group
California
$12.8M 128,013 +26,325 +26%
Stifel Financial
67
Stifel Financial
Missouri
$12.8M 131,675 +10,248 +8%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$12.8M 131,514 +872 +0.7%
AssetMark Inc
69
AssetMark Inc
California
$12.7M 131,085 +131,081 +3,277,025%
CAN
70
Cetera Advisor Networks
California
$12M 123,258 +4,416 +4%
Thrivent Financial for Lutherans
71
Thrivent Financial for Lutherans
Minnesota
$11.9M 122,829 +9,346 +8%
Mariner
72
Mariner
Kansas
$11.7M 121,091 -39,096 -24%
FIA
73
Foundations Investment Advisors
Arizona
$11.5M 114,491 +114,491 New
SEI Investments
74
SEI Investments
Pennsylvania
$11.3M 116,028 +7,123 +7%
SPIA
75
Steward Partners Investment Advisory
New York
$10.8M 111,116 -5,097 -4%
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