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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
CIBC World Market
201
CIBC World Market
Ontario, Canada
$1.65M +$1.65M +17,030 New
CL
202
Choreo LLC
Illinois
$1.64M -$30.6K -316 -2%
FPF
203
First Pacific Financial
Washington
$1.63M -$66.4K -685 -4%
Cetera Investment Advisers
204
Cetera Investment Advisers
Illinois
$1.54M +$897K +9,257 +139%
FCI
205
Financial Counselors Inc
Kansas
$1.53M -$19.4K -200 -1%
FWP
206
FAS Wealth Partners
Kansas
$1.5M -$111K -1,140 -7%
OC
207
Oppenheimer & Co
New York
$1.46M +$187K +1,933 +15%
BCM
208
Brookstone Capital Management
Illinois
$1.42M +$991K +10,227 +230%
HIA
209
Harbor Investment Advisory
Maryland
$1.41M +$584K +6,021 +71%
ACA
210
Affinity Capital Advisors
California
$1.37M -$143K -1,470 -9%
PCIA
211
Prime Capital Investment Advisors
Kansas
$1.37M +$1.37M +14,098 New
Simplex Trading
212
Simplex Trading
Illinois
$1.36M +$1.36M +14,050 +78,056%
NEWAS
213
N.E.W. Advisory Services
Wisconsin
$1.35M +$1.35M +13,924 New
OPS
214
Orion Portfolio Solutions
Nebraska
$1.34M -$23.8K -245 -2%
Kovitz Investment Group Partners
215
Kovitz Investment Group Partners
Illinois
$1.34M -$102K -1,051 -7%
SFG
216
Sowa Financial Group
Rhode Island
$1.33M -$27K -279 -2%
V
217
Veritable
Delaware
$1.33M – – –
PPA
218
Parametric Portfolio Associates
Washington
$1.32M +$187K +1,928 +16%
FI
219
FormulaFolio Investments
Michigan
$1.3M +$1.3M +13,424 New
BI
220
Berkeley Inc
Idaho
$1.28M +$1.28M +13,179 New
MAM
221
Meeder Asset Management
Ohio
$1.27M -$465K -4,798 -27%
BUB
222
BBVA USA Bancshares
Texas
$1.27M -$88.4K -912 -7%
BIA
223
BHK Investment Advisors
Alabama
$1.25M +$150K +1,549 +14%
BPB
224
Badgley, Phelps & Bell
Washington
$1.25M -$19.2K -198 -2%
BFM
225
Broadview Financial Management
Wisconsin
$1.23M +$10.5K +108 +0.9%
7 8
9
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