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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 %
CBN
326
Cadence Bank NA
Texas
$920K – – –
RIM
327
Rockbridge Investment Management
New York
$917K +$54.5K +445 +6%
AIG
328
American International Group
New York
$904K +$245K +2,000 +37%
MW
329
Marcum Wealth
Ohio
$902K +$59.3K +485 +7%
PTC
330
Private Trust Company
Ohio
$897K +$30.6K +250 +4%
SWP
331
Summit Wealth Partners
Florida
$892K +$57.9K +473 +7%
GL
332
Graypoint LLC
New York
$889K – – –
BB
333
Busey Bank
Illinois
$879K +$89.5K +731 +11%
RWP
334
Revolve Wealth Partners
New Jersey
$867K +$867K +7,082 New
SYBT
335
Stock Yards Bank & Trust
Kentucky
$862K +$58.5K +478 +7%
HCMT
336
Highland Capital Management (Tennessee)
Tennessee
$853K – – –
MC
337
Mathes Company
New York
$850K -$73.4K -600 -8%
SAM
338
Silvercrest Asset Management
New York
$844K – – –
CI
339
Cordant Inc
Oregon
$828K – – –
D
340
Dentgroup
Louisiana
$823K +$823K +6,722 New
NEWAS
341
N.E.W. Advisory Services
Wisconsin
$822K -$95.2K -778 -10%
HCA
342
Harbour Capital Advisors
Virginia
$818K – – –
WIM
343
Wittenberg Investment Management
Massachusetts
$817K +$151K +1,233 +23%
CAL
344
Capital Analysts LLC
Pennsylvania
$809K +$41K +335 +5%
JCM
345
J2 Capital Management
Michigan
$808K +$808K +6,600 New
FMTC
346
Farmers & Merchants Trust Company
California
$805K – – –
CFG
347
Cooper Financial Group
California
$799K -$86.5K -707 -10%
GTAM
348
Global Trust Asset Management
Florida
$799K -$61K -498 -7%
IWM
349
IHT Wealth Management
Illinois
$791K -$71.1K -581 -8%
SSB
350
Sandy Spring Bank
Maryland
$789K -$38K -310 -5%
12 13
14
15 16