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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 %
CWM
76
Connecticut Wealth Management
Connecticut
$7.75M 95,867 -2,633 -3%
HighTower Advisors
77
HighTower Advisors
Illinois
$7.73M 95,695 -33,252 -26%
FC
78
Forte Capital
New York
$7.4M 91,550 +2,312 +3%
FWM
79
Filbrandt Wealth Management
Wisconsin
$7.27M 89,924 +1,901 +2%
FHA
80
First Horizon Advisors
Tennessee
$7.23M 89,444 -5,546 -6%
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$7.07M 87,480 +19,094 +28%
FCBT
82
First Citizens Bank & Trust
North Carolina
$6.97M 86,207 +20,137 +30%
Susquehanna International Group
83
Susquehanna International Group
Pennsylvania
$6.6M 81,665 +49,322 +152%
Northern Trust
84
Northern Trust
Illinois
$6.52M 80,644 -11,943 -13%
BCWM
85
Bartlett & Co Wealth Management
Ohio
$5.92M 73,249 +4,816 +7%
BC
86
Bartlett & Co
Ohio
$5.92M 73,249 +4,816 +7%
A
87
AdvicePeriod
California
$5.84M 72,207 +12,164 +20%
MML Investors Services
88
MML Investors Services
Massachusetts
$5.64M 69,761 -238 -0.3%
Creative Planning
89
Creative Planning
Kansas
$5.61M 69,354 +18,542 +36%
FWM
90
FSA Wealth Management
Massachusetts
$5.6M 69,241 +10,733 +18%
WA
91
Waverly Advisors
Alabama
$5.58M 68,328 -333 -0.5%
Principal Financial Group
92
Principal Financial Group
Iowa
$5.53M 68,433 +30,700 +81%
SWM
93
Southern Wealth Management
Texas
$5.27M 65,143 +3,392 +5%
WC
94
Wealth CMT
New Jersey
$4.97M 61,503 -1,706 -3%
William Blair & Company
95
William Blair & Company
Illinois
$4.94M 61,107 -4,046 -6%
XF
96
XML Financial
Maryland
$4.89M 60,425 -178 -0.3%
HFBOT
97
Home Federal Bank of Tennessee
Tennessee
$4.63M 57,239 -2,387 -4%
AF
98
Advisornet Financial
Minnesota
$4.58M 56,644 -3,559 -6%
BB
99
Berkshire Bank
Massachusetts
$4.42M 54,725 +54,725 New
TSW
100
Thompson Siegel & Walmsley
Virginia
$4.38M 54,218 +25,837 +91%
2 3
4
5 6