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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

655 hedge funds and large institutions have $10.2B invested in iShares Russell Mid-Cap Value ETF in 2021 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 183 increasing their positions, 231 reducing their positions, and 46 closing their positions.

Holders
655
Holders Change
+26
Holders Change %
+4.13%
% of All Funds
11.54%
Holding in Top 10
31
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.13%
% of All Funds
0.55%
New
78
Increased
183
Reduced
231
Closed
46
Calls
$2M
Puts
$568K
Net Calls
+$1.43M
Net Calls Change
-$3.8M

Top Buyers

1
Barclays
1
Barclays
United Kingdom
$56.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.11B
3
US Bancorp
3
US Bancorp
Minnesota
$271M
4
AFIMH
4
American Family Insurance Mutual Holding
Wisconsin
$40.3M
5
Ameriprise
5
Ameriprise
Minnesota
$128M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$160M
2
TF
2
TIAA FSB
Florida
$2.1B
3
SS
3
Simplicity Solutions
Minnesota
$3.04M
4
Truist Financial
4
Truist Financial
North Carolina
$328M
5
ACA
5
Anchor Capital Advisors
Massachusetts
$659K
Name Market Value Shares Shares
Change 		Shares
Change %
TAIM
26
TD Ameritrade Investment Management
Nebraska
$59M 608,215 – –
Barclays
27
Barclays
United Kingdom
$56.2M 514,533 +510,473 +12,573%
CC
28
Cassaday & Co
Virginia
$52.5M 480,171 -4,697 -1%
AFIMH
29
American Family Insurance Mutual Holding
Wisconsin
$40.3M 368,790 +368,790 New
SF
30
Synovus Financial
Georgia
$40.2M 367,950 -13,536 -4%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$38.8M 354,726 +59,242 +20%
ANTB
32
AMG National Trust Bank
Colorado
$37M 338,829 +39,902 +13%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$34.3M 314,229 -118,452 -27%
ETC
34
Exchange Traded Concepts
Oklahoma
$33.7M 308,320 +55,211 +22%
WWM
35
Windsor Wealth Management
Indiana
$32M 293,049 -36,807 -11%
CPIG
36
Chicago Partners Investment Group
Illinois
$31.7M 276,616 +1,556 +0.6%
WFAG
37
Wescott Financial Advisory Group
Pennsylvania
$29.8M 272,850 -9,089 -3%
CMA
38
Cedar Mountain Advisors
Oregon
$27.7M 253,711 +852 +0.3%
M&T Bank
39
M&T Bank
New York
$26.1M 238,356 -14,152 -6%
OCM
40
One Capital Management
California
$25.9M 237,143 +14,435 +6%
KeyBank National Association
41
KeyBank National Association
Ohio
$24.5M 224,061 -2,684 -1%
RJA
42
Raymond James & Associates
Florida
$24.2M 221,015 -27,690 -11%
BCIM
43
Bishop & Co Investment Management
Pennsylvania
$21.7M 198,129 +1,136 +0.6%
Brown Advisory
44
Brown Advisory
Maryland
$21M 192,461 +60,254 +46%
HWA
45
Heritage Wealth Advisors
Virginia
$20.8M 189,889 +14,785 +8%
UB
46
UMB Bank
Missouri
$20.4M 186,248 +13,927 +8%
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$19.7M 180,462 -57,559 -24%
Baird Financial Group
48
Baird Financial Group
Wisconsin
$18.6M 170,622 -52,701 -24%
AWMS
49
Advocacy Wealth Management Services
Georgia
$18.3M 165,412 +165,412 New
AMG
50
Asset Management Group
Connecticut
$17.9M 163,543 -1,914 -1%
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