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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
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$217M
4
US Bancorp
4
US Bancorp
Minnesota
$311M
5
PCP
5
Proficio Capital Partners
Massachusetts
$21.1M

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 Holding Trade Value Shares
Change 		Shares
Change %
FSA
326
Financial Sense Advisors
California
$720K +$720K +6,259 New
HTC
327
Haverford Trust Company
Pennsylvania
$712K +$355K +3,090 +100%
CAL
328
Capital Analysts LLC
Pennsylvania
$706K +$74.2K +646 +12%
MWP
329
MYCIO Wealth Partners
Pennsylvania
$694K +$4.25K +37 +0.6%
CWM
330
Cahaba Wealth Management
Georgia
$692K -$21.5K -186 -3%
BB
331
Busey Bank
Illinois
$678K – – –
CDIA
332
Capital Directions Investment Advisors
Georgia
$676K +$676K +5,878 New
PCA
333
Pallas Capital Advisors
Massachusetts
$675K +$675K +5,868 New
HNB
334
Huntington National Bank
Ohio
$669K -$767K – –
CWM
335
Cornerstone Wealth Management
Missouri
$661K +$13.7K +119 +2%
TI
336
Truepoint Inc
Ohio
$659K +$2.3K +20 +0.4%
DWA
337
Douglass Winthrop Advisors
New York
$655K – – –
CAM
338
Cubic Asset Management
Massachusetts
$646K – – –
TA
339
Tiedemann Advisors
New York
$614K – – –
AWM
340
Atticus Wealth Management
Florida
$609K +$1.96K +17 +0.3%
TWP
341
Total Wealth Planning
Ohio
$607K -$53K -461 -8%
BFEC
342
Benjamin F. Edwards & Company
Missouri
$607K -$4.37K -38 -0.7%
FC
343
Ferris Capital
Massachusetts
$607K +$607K +5,276 New
Chevy Chase Trust
344
Chevy Chase Trust
Maryland
$596K – – –
LBC
345
Lowe Brockenbrough & Co
Virginia
$592K +$234K +2,031 +65%
Luther King Capital Management (LKCM)
346
Luther King Capital Management (LKCM)
Texas
$588K -$577K – –
GPA
347
Guidance Point Advisors
Massachusetts
$585K +$1.49K +13 +0.3%
SVWAG
348
Sound View Wealth Advisors Group
Georgia
$584K +$584K +5,083 New
AA
349
Alesco Advisors
New York
$579K – – –
PFC
350
Phocas Financial Corp
California
$563K +$3.45K +30 +0.6%
12 13
14
15 16