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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

655 hedge funds and large institutions have $10.2B invested in iShares Russell Mid-Cap Value ETF in 2021 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 183 increasing their positions, 231 reducing their positions, and 46 closing their positions.

Holders
655
Holders Change
+26
Holders Change %
+4.13%
% of All Funds
11.53%
Holding in Top 10
31
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.13%
% of All Funds
0.55%
New
78
Increased
183
Reduced
231
Closed
46
Calls
$2M
Puts
$568K
Net Calls
+$1.43M
Net Calls Change
-$3.8M

Top Buyers

1
Barclays
1
Barclays
United Kingdom
$56.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.11B
3
US Bancorp
3
US Bancorp
Minnesota
$271M
4
AFIMH
4
American Family Insurance Mutual Holding
Wisconsin
$40.3M
5
Ameriprise
5
Ameriprise
Minnesota
$128M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$160M
2
TF
2
TIAA FSB
Florida
$2.1B
3
SS
3
Simplicity Solutions
Minnesota
$3.04M
4
Truist Financial
4
Truist Financial
North Carolina
$328M
5
ACA
5
Anchor Capital Advisors
Massachusetts
$659K
Name Holding Trade Value Shares
Change 		Shares
Change %
BPB
226
Badgley, Phelps & Bell
Washington
$1.41M – – –
HCM
227
Howard Capital Management
Georgia
$1.38M +$1.38M +12,024 New
SCG
228
Sonata Capital Group
Washington
$1.38M – – –
OPS
229
Orion Portfolio Solutions
Nebraska
$1.37M -$149K -1,366 -10%
NFG
230
Nadler Financial Group
Illinois
$1.36M +$290K +2,655 +27%
BFM
231
Broadview Financial Management
Wisconsin
$1.35M -$33.9K -310 -2%
BTWM
232
Baker Tilly Wealth Management
Wisconsin
$1.35M -$2.51K -23 -0.2%
PPA
233
Parametric Portfolio Associates
Washington
$1.32M -$173K -1,581 -12%
DIA
234
Dana Investment Advisors
Wisconsin
$1.3M +$282K +2,580 +28%
SFA
235
Sequoia Financial Advisors
Ohio
$1.28M +$2.3K +21 +0.2%
LNC
236
Lincoln National Corp
Pennsylvania
$1.27M +$40.7K +372 +3%
BIA
237
BHK Investment Advisors
Alabama
$1.25M – – –
KOC
238
Koss-Olinger Consulting
Florida
$1.2M +$1.2M +10,997 New
Franklin Resources
239
Franklin Resources
California
$1.2M -$23.2K -212 -2%
FNT
240
First National Trust
Pennsylvania
$1.19M -$127K -1,160 -10%
RT
241
Rockland Trust
Massachusetts
$1.18M -$111K -1,015 -9%
BWA
242
Beam Wealth Advisors
Louisiana
$1.17M +$57K +522 +5%
KCM
243
Kennedy Capital Management
Missouri
$1.17M -$1.04M -9,561 -47%
EARNEST Partners
244
EARNEST Partners
Georgia
$1.16M -$4.76M -43,581 -80%
SW
245
SVB Wealth
Massachusetts
$1.15M +$78K +714 +7%
NFG
246
Nations Financial Group
Iowa
$1.15M +$48.7K +445 +4%
NEWAS
247
N.E.W. Advisory Services
Wisconsin
$1.14M -$401K -3,633 -26%
SWP
248
Stratos Wealth Partners
Ohio
$1.1M +$33.8K +309 +3%
LB
249
Legacy Bridge
Iowa
$1.09M +$82K +750 +8%
GSEP
250
Golden State Equity Partners
California
$1.09M +$208K +1,899 +24%
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