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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
10.88%
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 %
V
201
Veritable
Delaware
$1.11M 13,693 -454 -3%
PSF
202
Pacific Sun Financial
California
$1.09M 13,429 +55 +0.4%
OC
203
Oppenheimer & Co
New York
$1.07M 13,168 -514 -4%
FNT
204
First National Trust
Pennsylvania
$1.06M 13,132 -6,969 -35%
FIM
205
Freedom Investment Management
Connecticut
$1.06M 13,101 -684 -5%
BPB
206
Badgley, Phelps & Bell
Washington
$1.06M 13,078 +13,078 New
SCG
207
Sonata Capital Group
Washington
$1.02M 12,591 – –
BFM
208
Broadview Financial Management
Wisconsin
$1.02M 12,565 -1,279 -9%
TNB
209
Thomasville National Bank
Georgia
$987K 12,205 -919 -7%
VR
210
Viridian RIA
Washington
$950K 11,752 – –
SFA
211
Sequoia Financial Advisors
Ohio
$949K 11,739 +549 +5%
SCM
212
Smith Capital Management
Arkansas
$948K 11,723 -385 -3%
PPA
213
Parametric Portfolio Associates
Washington
$946K 11,708 +2,691 +30%
BIA
214
BHK Investment Advisors
Alabama
$918K 11,359 -661 -5%
Franklin Resources
215
Franklin Resources
California
$904K 11,180 -2,652 -19%
LNC
216
Lincoln National Corp
Pennsylvania
$891K 11,016 +124 +1%
PCG
217
Private Capital Group
Connecticut
$861K 10,651 -6,471 -38%
MMA
218
Miracle Mile Advisors
California
$856K 10,594 +10,594 New
NNP
219
Nachman Norwood & Parrott
South Carolina
$850K 10,511 – –
KCM
220
Kennedy Capital Management
Missouri
$836K 10,341 -2,134 -17%
SW
221
SVB Wealth
Massachusetts
$824K 10,191 +174 +2%
FWM
222
Frontier Wealth Management
Missouri
$811K 10,027 -238 -2%
SWP
223
Stratos Wealth Partners
Ohio
$804K 9,942 -2,940 -23%
CC
224
Courier Capital
New York
$799K 9,287 -428 -4%
MPPLM
225
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$799K 9,888 +9,888 New
7 8
9
10 11