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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 Market Value Shares Shares
Change 		Shares
Change %
AI
376
Accredited Investors
Minnesota
$461K 4,012 -190 -5%
CG
377
Caprock Group
Idaho
$451K 3,924 +304 +8%
EWMCB
378
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$448K 3,900 – –
FM
379
Foster & Motley
Ohio
$443K 3,849 +3,849 New
IB
380
Intrust Bank
Kansas
$442K 3,847 – –
ECG
381
Edge Capital Group
Georgia
$442K 3,842 +177 +5%
EFS
382
Essex Financial Services
Connecticut
$440K 4,021 – –
SC
383
Savant Capital
Illinois
$437K 3,797 – –
AWA
384
Arkadios Wealth Advisors
Georgia
$433K 3,771 -656 -15%
CAM
385
Cresset Asset Management
Illinois
$428K 3,724 +1,069 +40%
VFA
386
Valeo Financial Advisors
Indiana
$421K 3,662 +135 +4%
Neuberger Berman Group
387
Neuberger Berman Group
New York
$419K 3,648 +1 +0%
SFG
388
SNS Financial Group
Minnesota
$417K 3,627 -1,218 -25%
MIC
389
Means Investment Company
Maine
$411K 3,576 +7 +0.2%
IWP
390
Icon Wealth Partners
Texas
$410K 3,567 – –
BCA
391
Biltmore Capital Advisors
New Jersey
$409K 3,554 -548 -13%
HSWM
392
Hubbell Strickland Wealth Management
Louisiana
$407K 3,540 +2 +0.1%
SIS
393
Sound Income Strategies
Florida
$406K 3,532 +3,532 New
CWM
394
Cranbrook Wealth Management
Michigan
$405K 3,521 – –
AWA
395
Artemis Wealth Advisors
New York
$402K 3,500 – –
FAIM
396
Financial Advocates Investment Management
Washington
$402K 3,494 +1,515 +77%
DWP
397
Destiny Wealth Partners
Florida
$400K 3,476 +1,994 +135%
BAM
398
Belpointe Asset Management
Nevada
$398K 3,447 +1,085 +46%
VWA
399
V Wealth Advisors
Kansas
$397K 3,462 -254 -7%
RWA
400
Ropes Wealth Advisors
Massachusetts
$397K 3,457 +3,457 New
14 15
16
17 18