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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 %
BF
76
BOK Financial
Oklahoma
$10.6M 109,722 -2,810 -2%
Natixis Advisors
77
Natixis Advisors
Massachusetts
$10.4M 107,262 +4,685 +5%
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$10.4M 106,922 +19,442 +22%
JIC
79
Johnson Investment Counsel
Ohio
$10.3M 106,262 -5,679 -5%
JFG
80
JMG Financial Group
Illinois
$10M 103,119 -4,132 -4%
FPIS
81
Financial Planning & Information Services
Wisconsin
$9.95M 102,583 -2,833 -3%
TSW
82
Thompson Siegel & Walmsley
Virginia
$9.9M 102,150 +47,932 +88%
HighTower Advisors
83
HighTower Advisors
Illinois
$9.74M 100,368 +4,673 +5%
WSTAM
84
Wilbanks Smith & Thomas Asset Management
Virginia
$9.27M 95,569 -12,884 -12%
FC
85
Forte Capital
New York
$9.26M 95,449 +3,899 +4%
CWM
86
Connecticut Wealth Management
Connecticut
$9.25M 95,415 -452 -0.5%
HIP
87
HUB Investment Partners
Texas
$8.79M 108,716 +108,716 New
FCBT
88
First Citizens Bank & Trust
North Carolina
$8.63M 89,033 +2,826 +3%
FWM
89
Filbrandt Wealth Management
Wisconsin
$8.61M 88,827 -1,097 -1%
GW
90
GW & Wade
Massachusetts
$7.66M 78,961 +29,840 +61%
FWM
91
FSA Wealth Management
Massachusetts
$7.55M 77,813 +8,572 +12%
NI
92
Nuance Investments
Missouri
$7.45M 76,843 +50,684 +194%
BCWM
93
Bartlett & Co Wealth Management
Ohio
$7.45M 76,827 +3,578 +5%
BC
94
Bartlett & Co
Ohio
$7.45M 76,827 +3,578 +5%
WA
95
Waverly Advisors
Alabama
$7.1M 68,339 +11 +0%
FHA
96
First Horizon Advisors
Tennessee
$7.01M 72,281 -17,163 -19%
A
97
AdvicePeriod
California
$6.89M 71,010 -1,197 -2%
APP
98
Avantax Planning Partners
Iowa
$6.73M 69,429 +16,083 +30%
MML Investors Services
99
MML Investors Services
Massachusetts
$6.53M 67,354 -2,407 -3%
Creative Planning
100
Creative Planning
Kansas
$6.52M 67,260 -2,094 -3%
2 3
4
5 6