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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 %
Kovitz Investment Group Partners
276
Kovitz Investment Group Partners
Illinois
$1.36M +$313K +3,230 +30%
LB
277
Legacy Bridge
Iowa
$1.36M +$122K +1,000 +10%
5L
278
55I LLC
Massachusetts
$1.35M +$144K +1,174 +12%
DIA
279
Dana Investment Advisors
Wisconsin
$1.34M -$435K -3,553 -24%
TNB
280
Thomasville National Bank
Georgia
$1.34M -$22.8K -186 -2%
RAM
281
Riggs Asset Management
Pennsylvania
$1.34M +$1.32M +10,774 +6,692%
HNB
282
Huntington National Bank
Ohio
$1.3M -$1.43M – –
SW
283
SVB Wealth
Massachusetts
$1.3M +$14.1K +115 +1%
LNC
284
Lincoln National Corp
Pennsylvania
$1.29M -$27K -221 -2%
KOC
285
Koss-Olinger Consulting
Florida
$1.29M -$2.33K -19 -0.2%
BTWM
286
Baker Tilly Wealth Management
Wisconsin
$1.29M -$200K -1,637 -13%
GIA
287
Gladstone Institutional Advisory
Florida
$1.25M +$46.8K +382 +4%
PFS
288
Prospera Financial Services
Texas
$1.25M +$854K +6,978 +214%
ASN
289
Advisory Services Network
Georgia
$1.25M +$183K +1,495 +17%
Lido Advisors
290
Lido Advisors
California
$1.19M +$66.4K +543 +6%
HF
291
HRT Financial
New York
$1.17M -$1.28M -10,484 -52%
CAM
292
Cresset Asset Management
Illinois
$1.16M +$697K +5,694 +151%
SWA
293
Stratos Wealth Advisors
Ohio
$1.15M +$190K +1,550 +20%
TP
294
Tranquility Partners
Tennessee
$1.14M – – –
PFG
295
Peterson Financial Group
Iowa
$1.14M +$1.14M +9,317 New
BCM
296
Brookstone Capital Management
Illinois
$1.13M -$22.6K -185 -2%
EK
297
Evensky & Katz
Florida
$1.11M +$9.79K +80 +0.9%
WI
298
Wedgewood Investors
Pennsylvania
$1.1M – – –
SWM
299
Spire Wealth Management
Virginia
$1.1M +$274K +2,237 +33%
IB
300
Intrust Bank
Kansas
$1.09M – – –
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