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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
ETC
3
Exchange Traded Concepts
Oklahoma
$24.5M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$148M
5
Bank of America
5
Bank of America
North Carolina
$351M

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 %
NFC
151
Northeast Financial Consultants
Connecticut
$2.69M 27,745 – –
ECM
152
Evergreen Capital Management
Washington
$2.69M 27,747 +26 +0.1%
AB
153
Atlas Brown
Kentucky
$2.69M 27,701 +2,566 +10%
CCC
154
Crescent Capital Consulting
Louisiana
$2.66M 27,460 +27,460 New
1IA
155
1834 Investment Advisors
Wisconsin
$2.58M 26,606 -25 -0.1%
GM
156
GeoWealth Management
Illinois
$2.53M 26,062 +25,131 +2,699%
WT
157
Whittier Trust
California
$2.47M 25,473 +452 +2%
ML
158
McAdam LLC
Pennsylvania
$2.37M 23,686 -1,363 -5%
GWM
159
Geneos Wealth Management
Colorado
$2.37M 23,542 +2,915 +14%
APA
160
American Portfolios Advisors
New York
$2.34M 24,133 -421 -2%
ANB
161
Amarillo National Bank
Texas
$2.33M 24,065 +40 +0.2%
FFA
162
Freedman Financial Associates
Massachusetts
$2.32M 23,887 +23,887 New
FFG
163
Ford Financial Group
California
$2.29M 23,632 +23,632 New
I2I
164
Insight 2811 Inc
Illinois
$2.27M 23,403 +136 +0.6%
GIM
165
Goelzer Investment Management
Indiana
$2.23M 22,994 -102 -0.4%
IP
166
Investment Partners
Ohio
$2.21M 22,797 +571 +3%
Carson Wealth (CWM LLC)
167
Carson Wealth (CWM LLC)
Nebraska
$2.19M 19,071 – –
Comerica Bank
168
Comerica Bank
Texas
$2.18M 21,693 -1,826 -8%
WIC
169
Whitegate Investment Counselors
New Hampshire
$2.18M 22,522 -600 -3%
FFN
170
Focus Financial Network
Minnesota
$2.16M 22,248 +602 +3%
NW
171
NewEdge Wealth
Pennsylvania
$2.16M 22,224 +22,224 New
AFS
172
Annapolis Financial Services
Maryland
$2.15M 22,179 +22,179 New
PSUF
173
People's United Financial
Connecticut
$2.12M 21,880 +405 +2%
CHC
174
City Holding Co
West Virginia
$2.12M 21,849 -5,685 -21%
CA
175
Cetera Advisors
Colorado
$2.09M 21,588 -2,734 -11%
5 6
7
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