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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

781 hedge funds and large institutions have $12.2B invested in iShares Russell Mid-Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 274 increasing their positions, 173 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
781
Holders Change
+112
Holders Change %
+16.74%
% of All Funds
12.06%
Holding in Top 10
39
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.43%
% of All Funds
0.6%
New
157
Increased
274
Reduced
173
Closed
34
Calls
$2.89M
Puts
$208K
Net Calls
+$2.68M
Net Calls Change
-$83K

Top Buyers

1
UBS AM
UBS AM
Illinois
+$403M
2
Victory Capital Management
Victory Capital Management
Texas
+$102M
3
Bank of America
Bank of America
North Carolina
+$66.7M
4
AP
Advisors Preferred
Maryland
+$46.9M
5
Morgan Stanley
Morgan Stanley
New York
+$36M

Top Sellers

1
TF
TIAA FSB
Florida
-$63.7M
2
American Century Companies
American Century Companies
Missouri
-$46.2M
3
Truist Financial
Truist Financial
North Carolina
-$24.2M
4
PAG
Private Advisor Group
New Jersey
-$8.26M
5
RWG
Regal Wealth Group
California
-$6.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HAS
226
Holland Advisory Services
Florida
$2.04M +$2.04M +16,657 New
EVM
227
Eaton Vance Management
Massachusetts
$2.04M -$63.2K -516 -3%
RSWM
228
Robertson Stephens Wealth Management
California
$2.03M +$2.03M +16,551 New
Mercer Global Advisors
229
Mercer Global Advisors
Colorado
$2M +$61.7K +504 +3%
CL
230
Choreo LLC
Illinois
$1.99M -$53.9K -440 -3%
NFG
231
Nadler Financial Group
Illinois
$1.97M – – –
WTA
232
Washington Trust Advisors
Massachusetts
$1.97M +$1.97M +16,059 New
WB
233
WesBanco Bank
West Virginia
$1.96M -$19K -155 -1%
HFBOT
234
Home Federal Bank of Tennessee
Tennessee
$1.89M -$77.5K -633 -4%
NSCM
235
New South Capital Management
Tennessee
$1.84M -$416K -3,400 -18%
FPF
236
First Pacific Financial
Washington
$1.8M -$28.1K -230 -2%
WFS
237
Widmann Financial Services
Maryland
$1.8M +$1.8M +14,721 New
TWM
238
Tradition Wealth Management
Minnesota
$1.78M -$1.01M -8,257 -36%
FCI
239
Financial Counselors Inc
Kansas
$1.77M -$219K -1,789 -11%
PSUF
240
People's United Financial
Connecticut
$1.74M -$1.01M -8,263 -37%
Kayne Anderson Rudnick Investment Management
241
Kayne Anderson Rudnick Investment Management
California
$1.73M +$661K +5,401 +62%
PCIA
242
Prime Capital Investment Advisors
Kansas
$1.73M +$380K +3,103 +28%
NFG
243
Nations Financial Group
Iowa
$1.72M +$41.1K +336 +2%
AFP
244
Ausdal Financial Partners
Iowa
$1.72M +$62.6K +512 +4%
CTC
245
Central Trust Company
Missouri
$1.71M +$20.4K +167 +1%
V
246
Veritable
Delaware
$1.68M – – –
Renaissance Technologies
247
Renaissance Technologies
New York
$1.67M +$465K +3,803 +39%
VR
248
Viridian RIA
Washington
$1.66M +$1.66M +13,552 New
SFG
249
Sowa Financial Group
Rhode Island
$1.64M -$12.6K -103 -0.8%
OAM
250
Oppenheimer Asset Management
New York
$1.63M +$1.63M +13,295 New
8 9
10
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