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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 %
SFG
426
Sovereign Financial Group
Connecticut
$500K -$5.26K -43 -1%
AIM
427
Allen Investment Management
New York
$495K – – –
FUBT
428
First United Bank & Trust
Maryland
$492K -$50.1K -409 -9%
NCM
429
NCM Capital Management
New Jersey
$490K +$490K +4,000 New
AW
430
ACG Wealth
Georgia
$484K -$10.9K -89 -2%
1SB
431
1ST Source Bank
Indiana
$484K – – –
CPSC
432
Carl P. Sherr & Co
Massachusetts
$484K +$42.3K +346 +10%
EWMCB
433
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$477K – – –
PCA
434
Personal Capital Advisors
California
$472K +$71.8K +645 +18%
MFGP
435
Marshall Financial Group (Pennsylvania)
Pennsylvania
$471K +$41.6K +340 +10%
ECG
436
Edge Capital Group
Georgia
$470K – – –
FM
437
Foster & Motley
Ohio
$468K -$20.9K -171 -4%
WKSWA
438
White Knight Strategic Wealth Advisors
New Jersey
$457K +$457K +3,735 New
FA
439
FDx Advisors
Illinois
$450K +$93.8K +767 +26%
MWM
440
Meridian Wealth Management
Kentucky
$448K +$178K +1,457 +66%
AMM
441
American Money Management
California
$447K – – –
Citadel Advisors
442
Citadel Advisors
Florida
$443K -$4.78M -39,104 -92%
Boston Partners
443
Boston Partners
Massachusetts
$443K +$443K +3,621 New
Chevy Chase Trust
444
Chevy Chase Trust
Maryland
$439K -$195K -1,596 -31%
FAIM
445
Financial Advocates Investment Management
Washington
$438K +$1.22K +10 +0.3%
MIC
446
Means Investment Company
Maine
$436K -$2.81K -23 -0.6%
HSWM
447
Hubbell Strickland Wealth Management
Louisiana
$435K +$980 +8 +0.2%
IWP
448
Icon Wealth Partners
Texas
$431K -$5.14K -42 -1%
WANY
449
Wealthspire Advisors (New York)
New York
$431K +$612 +5 +0.1%
RCAG
450
Rehmann Capital Advisory Group
Michigan
$431K +$431K +3,519 New
16 17
18
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