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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 %
VFA
451
Valeo Financial Advisors
Indiana
$429K -$13K -106 -3%
VWA
452
V Wealth Advisors
Kansas
$424K – – –
RWA
453
Ropes Wealth Advisors
Massachusetts
$423K – – –
PFO
454
Pathstone Family Office
New Jersey
$422K +$736 +6 +0.2%
BFC
455
Bedel Financial Consulting
Indiana
$421K – – –
PCA
456
Pallas Capital Advisors
Massachusetts
$420K -$26K -226 -6%
CWM
457
Cranbrook Wealth Management
Michigan
$420K -$10.5K -86 -2%
EA
458
Eudaimonia Advisors
Tennessee
$420K +$420K +3,431 New
APW
459
Acima Private Wealth
Virginia
$417K – – –
BOH
460
Bank of Hawaii
Hawaii
$417K +$417K +3,410 New
SG
461
StoneX Group
New York
$414K +$414K +3,386 New
MBT
462
Montecito Bank & Trust
California
$409K – – –
VPIM
463
Vanguard Personalized Indexing Management
California
$403K +$86.3K +705 +27%
EAM
464
Evanson Asset Management
California
$399K +$245 +2 +0.1%
IAG
465
Investment Advisory Group
Massachusetts
$398K +$398K +3,357 New
AFC
466
AFT Forsyth & Company
Florida
$394K +$367 +3 +0.1%
QCM
467
Quest Capital Management
Texas
$389K +$16.9K +138 +5%
BSW
468
Buckingham Strategic Wealth
Missouri
$387K +$20.8K +170 +6%
CAG
469
Csenge Advisory Group
Florida
$382K -$103K -885 -21%
CFB
470
Cullen/Frost Bankers
Texas
$378K – – –
SHWM
471
Smith & Howard Wealth Management
Georgia
$378K – – –
DWA
472
Dougherty Wealth Advisers
Minnesota
$378K – – –
BAM
473
Belpointe Asset Management
Nevada
$378K +$6.1K +50 +2%
RMDI
474
R.M. Davis Inc
Maine
$377K – – –
SFG
475
SNS Financial Group
Minnesota
$376K -$67.6K -553 -15%
17 18
19
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