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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 %
IA
351
IFP Advisors
Florida
$781K +$123K +1,002 +19%
RB
352
Renasant Bank
Mississippi
$771K -$2.45K -20 -0.3%
CWM
353
Cornerstone Wealth Management
Missouri
$766K +$27K +221 +4%
GT
354
Glenview Trust
Kentucky
$763K – – –
AAM
355
Autus Asset Management
Arizona
$761K – – –
RT
356
Rockland Trust
Massachusetts
$747K -$1.47K -12 -0.2%
PCG
357
Private Capital Group
Connecticut
$746K -$24.7K -202 -3%
MWP
358
MYCIO Wealth Partners
Pennsylvania
$745K +$6.48K +53 +0.9%
HTC
359
Haverford Trust Company
Pennsylvania
$739K – – –
MFW
360
Mosaic Family Wealth
Missouri
$733K -$65.8K -538 -8%
NP
361
NorthRock Partners
Minnesota
$727K -$228K -1,861 -24%
MTIC
362
Missouri Trust & Investment Company
Missouri
$724K +$724K +5,915 New
GT
363
Greenleaf Trust
Michigan
$719K -$76.3K -623 -10%
FNBT
364
FineMark National Bank & Trust
Florida
$715K -$64.6K -528 -8%
TB
365
Treynor Bancshares
Iowa
$711K +$711K +5,812 New
DWA
366
Douglass Winthrop Advisors
New York
$698K – – –
CAM
367
Cubic Asset Management
Massachusetts
$693K +$5.02K +41 +0.7%
JWCA
368
J.W. Cole Advisors
Florida
$693K +$693K +5,666 New
CW
369
CreativeOne Wealth
Kansas
$692K +$107K +877 +18%
CGA
370
Crescent Grove Advisors
Illinois
$683K +$418K +3,416 +158%
Neuberger Berman Group
371
Neuberger Berman Group
New York
$675K +$224K +1,828 +50%
FNBOO
372
First National Bank of Omaha
Nebraska
$667K -$3.91K -32 -0.6%
CDIA
373
Capital Directions Investment Advisors
Georgia
$666K -$93K -760 -12%
HWM
374
HB Wealth Management
Georgia
$663K +$663K +5,416 New
BFEC
375
Benjamin F. Edwards & Company
Missouri
$657K +$19.6K +160 +3%
13 14
15
16 17