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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

671 hedge funds and large institutions have $10.5B invested in iShares Russell Mid-Cap Value ETF in 2021 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 227 increasing their positions, 206 reducing their positions, and 44 closing their positions.

Holders
671
Holders Change
+16
Holders Change %
+2.44%
% of All Funds
11.71%
Holding in Top 10
38
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+22.58%
% of All Funds
0.66%
New
67
Increased
227
Reduced
206
Closed
44
Calls
$2.24M
Puts
$230K
Net Calls
+$2.01M
Net Calls Change
+$580K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$652M
2
AP
2
Advisors Preferred
Maryland
$56M
3
AAP
3
Arax Advisory Partners
Colorado
$38.5M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$217M
5
US Bancorp
5
US Bancorp
Minnesota
$311M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$76.5M
2
American Century Companies
2
American Century Companies
Missouri
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$1.07B
4
TF
4
TIAA FSB
Florida
$2.14B
5
Barclays
5
Barclays
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PFA
226
Pure Financial Advisors
California
$1.57M 13,683 -996 -7%
VR
227
Viridian RIA
Washington
– – – –
FTUS
228
Flow Traders U.S.
New York
$1.54M 13,415 -11,301 -46%
SFG
229
Sowa Financial Group
Rhode Island
$1.52M 13,213 +2 +0%
BI
230
Berkeley Inc
Idaho
$1.51M 13,126 -89 -0.7%
BPB
231
Badgley, Phelps & Bell
Washington
$1.48M 12,880 – –
ACA
232
Affinity Capital Advisors
California
$1.48M 12,848 -214 -2%
NFG
233
Nations Financial Group
Iowa
$1.46M 12,698 +2,198 +21%
SCG
234
Sonata Capital Group
Washington
$1.45M 12,591 – –
OPS
235
Orion Portfolio Solutions
Nebraska
$1.44M 12,532 +38 +0.3%
Kovitz Investment Group Partners
236
Kovitz Investment Group Partners
Illinois
$1.42M 12,386 -1,607 -11%
BIA
237
BHK Investment Advisors
Alabama
$1.41M 12,262 -646 -5%
BU
238
BBVA USA
Alabama
$1.41M 12,225 +12,225 New
BTWM
239
Baker Tilly Wealth Management
Wisconsin
$1.4M 12,153 -200 -2%
EWA
240
ERTS Wealth Advisors
Michigan
$1.38M 11,964 -6,423 -35%
BFM
241
Broadview Financial Management
Wisconsin
$1.36M 11,856 -507 -4%
SFA
242
Sequoia Financial Advisors
Ohio
$1.36M 11,831 +92 +0.8%
LNC
243
Lincoln National Corp
Pennsylvania
$1.36M 11,807 +181 +2%
DIA
244
Dana Investment Advisors
Wisconsin
$1.35M 11,737 -177 -1%
NI
245
Nuance Investments
Missouri
$1.33M 11,565 -16,886 -59%
T
246
TRUADVICE
Florida
$1.32M 11,480 +9,149 +392%
Franklin Resources
247
Franklin Resources
California
$1.31M 11,379 +411 +4%
TNB
248
Thomasville National Bank
Georgia
$1.28M 11,101 -2,856 -20%
EARNEST Partners
249
EARNEST Partners
Georgia
$1.27M 11,035 +458 +4%
KOC
250
Koss-Olinger Consulting
Florida
$1.22M 10,597 -400 -4%
8 9
10
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