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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 %
PC
276
Port Capital
Illinois
$953K 8,290 +17 +0.2%
BCM
277
Brookstone Capital Management
Illinois
$952K 8,314 -23,537 -74%
PFT
278
Providence First Trust
Arizona
$943K 8,200 – –
ASN
279
Advisory Services Network
Georgia
$943K 8,200 +326 +4%
FFG
280
Fullen Financial Group
Ohio
$939K 8,164 +21 +0.3%
SIA
281
Stegner Investment Associates
Kentucky
$937K 8,148 -471 -5%
MMA
282
Miracle Mile Advisors
California
$922K 8,017 -1,468 -15%
B
283
Bailard
California
$920K 8,000 – –
PMG
284
Private Management Group
California
$912K 7,931 -50 -0.6%
NP
285
NorthRock Partners
Minnesota
$911K 7,922 -9 -0.1%
FMN
286
Financial Management Network
California
$906K 7,814 -177 -2%
LW
287
Linscomb Wealth
Texas
$898K 7,814 – –
BPA
288
Beacon Pointe Advisors
California
$893K 7,770 -1,394 -15%
MC
289
Mathes Company
New York
$879K 7,645 -500 -6%
DI
290
DAGCO Inc
Ohio
$866K 7,530 -251 -3%
CBN
291
Cadence Bank NA
Texas
$865K 7,516 – –
SSB
292
Sandy Spring Bank
Maryland
$864K 7,508 +480 +7%
DADC
293
D.A. Davidson & Co
Montana
$861K 7,487 +211 +3%
CFG
294
Cooper Financial Group
California
$839K 7,298 -553 -7%
CG
295
Colony Group
Massachusetts
$836K 7,267 +747 +11%
GL
296
Graypoint LLC
New York
$835K 7,265 – –
CL
297
Cabana LLC
Arkansas
$832K 7,236 +7,236 New
IWM
298
IHT Wealth Management
Illinois
$823K 7,161 -291 -4%
GM
299
GeoWealth Management
Illinois
$822K 7,134 +1,222 +21%
PTC
300
Private Trust Company
Ohio
$811K 7,055 -208 -3%
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12
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