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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
101
Chicago Wealth Management
Illinois
$4.37M 54,112 +4,245 +9%
Goldman Sachs
102
Goldman Sachs
New York
$4.36M 53,893 +4,114 +8%
APP
103
Avantax Planning Partners
Iowa
$4.31M 53,346 +53,346 New
KFP
104
KMG Fiduciary Partners
Ohio
$4.3M 53,131 -5,010 -9%
IWA
105
Inspirion Wealth Advisors
Illinois
$4.28M 52,908 +8,671 +20%
MCWS
106
McKinley Carter Wealth Services
West Virginia
$4.14M 51,247 +48,600 +1,836%
GW
107
GW & Wade
Massachusetts
$3.97M 49,121 -3,841 -7%
HSA
108
HBK Sorce Advisory
Pennsylvania
$3.86M 47,737 -1,701 -3%
RIG
109
Roosevelt Investment Group
New York
$3.76M 46,547 -449 -1%
CB
110
Community Bank
New York
$3.66M 45,272 -335 -0.7%
PFP
111
Pinnacle Financial Partners
Tennessee
$3.58M 44,268 -1,575 -3%
Bank of New York Mellon
112
Bank of New York Mellon
New York
$3.55M 43,969 -6,383 -13%
GWMIA
113
Global Wealth Management Investment Advisory
Florida
$3.5M 43,329 -90 -0.2%
PGFC
114
Peapack-Gladstone Financial Corp
New Jersey
$3.48M 43,007 -170 -0.4%
MA
115
MUFG Americas
New York
$3.46M 42,845 -2,725 -6%
RFC
116
Regions Financial Corp
Alabama
$3.36M 41,602 -755 -2%
CG
117
Corundum Group
Colorado
$3.29M 40,692 +800 +2%
Citadel Advisors
118
Citadel Advisors
Florida
$3.28M 40,600 +40,600 New
OAM
119
Occidental Asset Management
California
$3.28M 40,542 +320 +0.8%
RC
120
Rinet Company
Massachusetts
$3.23M 39,967 -2,793 -7%
EWA
121
EP Wealth Advisors
California
$3.08M 38,042 -14,960 -28%
T. Rowe Price Associates
122
T. Rowe Price Associates
Maryland
$3.02M 37,308 +37,308 New
Prudential Financial
123
Prudential Financial
New Jersey
$3M 37,062 +2,855 +8%
MGIA
124
Moneta Group Investment Advisors
Missouri
$2.97M 36,776 +26,819 +269%
GT
125
Glenmede Trust
Pennsylvania
$2.9M 35,938 +2,255 +7%
3 4
5
6 7