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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 %
WT
151
Whittier Trust
California
$2.02M 25,021 -1,232 -5%
APA
152
American Portfolios Advisors
New York
$1.98M 24,554 +597 +2%
CA
153
Cetera Advisors
Colorado
$1.97M 24,322 -6,262 -20%
ANB
154
Amarillo National Bank
Texas
$1.94M 24,025 -51 -0.2%
I2I
155
Insight 2811 Inc
Illinois
$1.88M 23,267 +579 +3%
WIC
156
Whitegate Investment Counselors
New Hampshire
$1.87M 23,122 -1,150 -5%
GIM
157
Goelzer Investment Management
Indiana
$1.87M 23,096 -409 -2%
IP
158
Investment Partners
Ohio
$1.8M 22,226 -12,682 -36%
WTC
159
WhitTier Trust Company
Nevada
$1.78M 21,969 -900 -4%
FFN
160
Focus Financial Network
Minnesota
$1.75M 21,646 -1,928 -8%
PSUF
161
People's United Financial
Connecticut
$1.74M 21,475 -865 -4%
TFCP
162
Twin Focus Capital Partners
Massachusetts
$1.72M 21,289 +155 +0.7%
VNIM
163
Vaughan Nelson Investment Management
Texas
$1.72M 21,235 -3,900 -16%
WSFS
164
Wilmington Savings Fund Society
Delaware
$1.72M 21,242 +375 +2%
BWFA
165
Baltimore-Washington Financial Advisors
Maryland
$1.68M 20,811 -453 -2%
CS
166
Credit Suisse
Switzerland
$1.68M 20,723 – –
GWM
167
Geneos Wealth Management
Colorado
$1.64M 20,627 +1,074 +5%
CSM
168
CAMG Solamere Management
North Carolina
$1.6M 19,826 +5,298 +36%
TCM
169
Telos Capital Management
California
$1.57M 19,414 -1,275 -6%
SCM
170
SOL Capital Management
Maryland
$1.55M 19,196 – –
SPC
171
Sigma Planning Corp
Michigan
$1.53M 18,935 +443 +2%
EWA
172
ERTS Wealth Advisors
Michigan
$1.52M 18,822 -3,992 -17%
MCM
173
MAI Capital Management
Ohio
$1.5M 18,509 +765 +4%
EAM
174
Eukles Asset Management
Ohio
$1.49M 18,460 +592 +3%
PFA
175
Pure Financial Advisors
California
$1.49M 18,413 -315 -2%
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