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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 %
FNT
251
First National Trust
Pennsylvania
$1.22M 10,574 -266 -2%
AIC
252
Ameritas Investment Company
Nebraska
$1.21M 6,696 +1,945 +41%
SW
253
SVB Wealth
Massachusetts
$1.2M 10,447 -86 -0.8%
SWP
254
Stratos Wealth Partners
Ohio
$1.19M 10,387 +363 +4%
5L
255
55I LLC
Massachusetts
$1.19M 10,342 +6,451 +166%
CC
256
Courier Capital
New York
$1.17M 10,147 +860 +9%
LB
257
Legacy Bridge
Iowa
$1.16M 10,111 +131 +1%
NNP
258
Nachman Norwood & Parrott
South Carolina
$1.15M 9,966 +252 +3%
PCIA
259
Prime Capital Investment Advisors
Kansas
$1.14M 9,893 -6,671 -40%
CAC
260
Certified Advisory Corp
Florida
$1.13M 9,823 +3,794 +63%
GVAG
261
Great Valley Advisor Group
Delaware
$1.08M 9,674 -37 -0.4%
TP
262
Tranquility Partners
Tennessee
$1.07M 9,345 +67 +0.7%
SWA
263
Stratos Wealth Advisors
Ohio
$1.07M 9,314 +5,401 +138%
WI
264
Wedgewood Investors
Pennsylvania
$1.03M 8,982 -18 -0.2%
EK
265
Evensky & Katz
Florida
$1.03M 8,950 -737 -8%
Kayne Anderson Rudnick Investment Management
266
Kayne Anderson Rudnick Investment Management
California
$1.02M 8,831 -85 -1%
GSEP
267
Golden State Equity Partners
California
$1.01M 8,744 -1,217 -12%
Lido Advisors
268
Lido Advisors
California
$990K 8,613 -18 -0.2%
PA
269
PFG Advisors
Arizona
$988K 8,597 +1,801 +27%
BCM
270
BTR Capital Management
California
$981K 8,536 – –
TWM
271
Tradition Wealth Management
Minnesota
$978K 8,502 +8,282 +3,765%
FWM
272
Frontier Wealth Management
Missouri
$977K 8,500 -1,026 -11%
BA
273
Ballew Advisors
Mississippi
$970K 8,472 -7,574 -47%
GIA
274
Gladstone Institutional Advisory
Florida
$966K 8,403 +1,661 +25%
NEWAS
275
N.E.W. Advisory Services
Wisconsin
$962K 8,368 -1,923 -19%
9 10
11
12 13