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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 %
SWM
101
Southern Wealth Management
Texas
$6.36M 65,546 +403 +0.6%
Principal Financial Group
102
Principal Financial Group
Iowa
$6.26M 64,533 -3,900 -6%
MCWS
103
McKinley Carter Wealth Services
West Virginia
$6.23M 64,215 +12,968 +25%
XF
104
XML Financial
Maryland
$6.18M 63,744 +3,319 +5%
William Blair & Company
105
William Blair & Company
Illinois
$6.16M 63,527 +2,420 +4%
Goldman Sachs
106
Goldman Sachs
New York
$5.8M 59,820 +5,927 +11%
CWM
107
Chicago Wealth Management
Illinois
$5.79M 59,665 +5,553 +10%
FIM
108
Freedom Investment Management
Connecticut
$5.78M 59,588 +46,487 +355%
BB
109
Berkshire Bank
Massachusetts
$5.76M 59,410 +4,685 +9%
AF
110
Advisornet Financial
Minnesota
$5.5M 56,669 +25 +0%
IWA
111
Inspirion Wealth Advisors
Illinois
$5.3M 54,621 +1,713 +3%
OAM
112
Occidental Asset Management
California
$5.29M 54,532 +13,990 +35%
EARNEST Partners
113
EARNEST Partners
Georgia
$5.25M 54,158 +48,715 +895%
WFA
114
WestHill Financial Advisors
California
$5.2M 53,576 +53,576 New
KFP
115
KMG Fiduciary Partners
Ohio
$5.05M 52,405 -726 -1%
BlackRock
116
BlackRock
New York
$4.99M 51,430 +22,400 +77%
HSA
117
HBK Sorce Advisory
Pennsylvania
$4.61M 47,588 -149 -0.3%
RIG
118
Roosevelt Investment Group
New York
$4.49M 46,291 -256 -0.5%
CB
119
Community Bank
New York
$4.32M 44,552 -720 -2%
CG
120
Corundum Group
Colorado
$4.25M 43,801 +3,109 +8%
PFP
121
Pinnacle Financial Partners
Tennessee
$4.21M 43,421 -847 -2%
Bank of New York Mellon
122
Bank of New York Mellon
New York
$4.19M 43,187 -782 -2%
MA
123
MUFG Americas
New York
$4.14M 42,725 -120 -0.3%
Rockefeller Capital Management
124
Rockefeller Capital Management
New York
$4.14M 42,720 +7,011 +20%
GWMIA
125
Global Wealth Management Investment Advisory
Florida
$4.13M 42,554 -775 -2%
3 4
5
6 7