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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 %
PGFC
126
Peapack-Gladstone Financial Corp
New Jersey
$4.09M 42,197 -810 -2%
RFC
127
Regions Financial Corp
Alabama
$4.09M 42,136 +534 +1%
HFBOT
128
Home Federal Bank of Tennessee
Tennessee
$4.01M 41,333 -15,906 -28%
EWA
129
EP Wealth Advisors
California
$3.99M 41,140 +3,098 +8%
RC
130
Rinet Company
Massachusetts
$3.85M 39,743 -224 -0.6%
MGIA
131
Moneta Group Investment Advisors
Missouri
$3.69M 38,067 +1,291 +4%
Prudential Financial
132
Prudential Financial
New Jersey
$3.59M 37,028 -34 -0.1%
GT
133
Glenmede Trust
Pennsylvania
$3.48M 35,938 – –
CAM
134
Cozad Asset Management
Illinois
$3.47M 35,783 +28,920 +421%
PRWA
135
Platte River Wealth Advisors
Colorado
$3.46M 34,219 -200 -0.6%
TFCP
136
Twin Focus Capital Partners
Massachusetts
$3.46M 35,651 +14,362 +67%
PFM
137
Parsec Financial Management
North Carolina
$3.45M 35,610 -266 -0.7%
CS
138
Comerica Securities
Michigan
$3.4M 35,076 – –
Janney Montgomery Scott
139
Janney Montgomery Scott
Pennsylvania
$3.25M 33,480 +2,534 +8%
LPIC
140
LeJeune Puetz Investment Counsel
Michigan
$3.21M 33,072 – –
CAS
141
Coppell Advisory Solutions
Texas
$3.19M 32,864 +32,864 New
WC
142
Wealth CMT
New Jersey
$3.12M 32,186 -29,317 -48%
T. Rowe Price Associates
143
T. Rowe Price Associates
Maryland
$3.06M 31,558 -5,750 -15%
Citigroup
144
Citigroup
New York
$3.03M 31,209 -2,337 -7%
SFG
145
Sage Financial Group
Pennsylvania
$3.02M 31,161 -329 -1%
CCM
146
Condor Capital Management
New Jersey
$2.99M 30,781 -742 -2%
MCM
147
MAI Capital Management
Ohio
$2.95M 30,456 +11,947 +65%
PIA
148
Powell Investment Advisors
Florida
$2.82M 29,126 +1,932 +7%
RA
149
Reby Advisors
Connecticut
$2.79M 28,728 +28,728 New
DI
150
Disciplined Investments
Oklahoma
$2.72M 28,088 – –
4 5
6
7 8