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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 %
PSF
251
Pacific Sun Financial
California
$1.63M +$3.67K +30 +0.2%
SFA
252
Sequoia Financial Advisors
Ohio
$1.61M +$1.1M +8,994 +217%
BPWM
253
Badgley Phelps Wealth Managers
Washington
$1.59M +$13.7K +112 +0.9%
PFA
254
Pure Financial Advisors
California
$1.59M -$59.3K -485 -4%
BIA
255
BHK Investment Advisors
Alabama
$1.55M +$367 +3 +0%
SCG
256
Sonata Capital Group
Washington
$1.54M – – –
Franklin Resources
257
Franklin Resources
California
$1.51M -$1.84K -15 -0.1%
EWA
258
ERTS Wealth Advisors
Michigan
$1.5M +$1.22K +10 +0.1%
OPS
259
Orion Portfolio Solutions
Nebraska
$1.5M -$62.3K -509 -4%
AGP
260
Autumn Glory Partners
Texas
$1.49M +$1.49M +12,210 New
FNT
261
First National Trust
Pennsylvania
$1.48M +$21.9K +179 +2%
ACA
262
Affinity Capital Advisors
California
$1.47M -$14.6K -119 -1%
VCM
263
Viewpoint Capital Management
Washington
$1.46M +$1.46M +11,939 New
WP
264
WealthShield Partners
North Carolina
$1.46M +$1.46M +11,940 New
FSA
265
Financial Sense Advisors
California
$1.46M +$691K +5,648 +90%
RIG
266
Roosevelt Investment Group
New York
$1.45M -$4.55M -37,202 -76%
FA
267
Flagstar Advisors
New York
$1.44M +$1.71K +14 +0.1%
BFM
268
Broadview Financial Management
Wisconsin
$1.43M +$4.77K +39 +0.3%
DADC
269
D.A. Davidson & Co
Montana
$1.42M +$128K +1,048 +10%
BI
270
Berkeley Inc
Idaho
$1.41M -$84.8K -693 -6%
AI
271
Atria Investments
North Carolina
$1.4M +$75.4K +616 +6%
HWIS
272
Hancock Whitney Investment Services
Louisiana
$1.39M +$1.39M +11,336 New
SWP
273
Stratos Wealth Partners
Ohio
$1.39M +$83.6K +683 +6%
CC
274
Courier Capital
New York
$1.38M +$83.8K +685 +6%
CCFP
275
Charles Carroll Financial Partners
Massachusetts
$1.38M +$1.38M +11,250 New
9 10
11
12 13