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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
11.72%
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
AAP
3
Arax Advisory Partners
Colorado
$38.5M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$217M
5
US Bancorp
5
US Bancorp
Minnesota
$311M

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 %
CC
26
Cassaday & Co
Virginia
$57.8M 502,498 +22,327 +5%
AP
27
Advisors Preferred
Maryland
$56M 482,854 +377,054 +356%
ETC
28
Exchange Traded Concepts
Oklahoma
$45.1M 392,385 +84,065 +27%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$45.1M 392,264 +37,538 +11%
SF
30
Synovus Financial
Georgia
$44.2M 384,132 +16,182 +4%
ANTB
31
AMG National Trust Bank
Colorado
$40.3M 350,669 +11,840 +3%
AAP
32
Arax Advisory Partners
Colorado
$38.5M 334,568 +334,568 New
OCM
33
One Capital Management
California
$33.7M 292,870 +55,727 +23%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$32.8M 285,355 -28,874 -9%
CPIG
35
Chicago Partners Investment Group
Illinois
$32.3M 281,006 +4,390 +2%
WFAG
36
Wescott Financial Advisory Group
Pennsylvania
$30.7M 266,832 -6,018 -2%
WWM
37
Windsor Wealth Management
Indiana
$29.9M 260,448 -32,601 -11%
CMA
38
Cedar Mountain Advisors
Oregon
$28.6M 248,626 -5,085 -2%
M&T Bank
39
M&T Bank
New York
$26.9M 233,771 -4,585 -2%
RJA
40
Raymond James & Associates
Florida
$26M 226,073 +5,058 +2%
KeyBank National Association
41
KeyBank National Association
Ohio
$25.1M 218,389 -5,672 -3%
HWA
42
Heritage Wealth Advisors
Virginia
$24.1M 209,268 +19,379 +10%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$23.7M 205,871 +49,997 +32%
BCIM
44
Bishop & Co Investment Management
Pennsylvania
$23.1M 200,858 +2,729 +1%
Brown Advisory
45
Brown Advisory
Maryland
$22.4M 194,617 +2,156 +1%
AFIMH
46
American Family Insurance Mutual Holding
Wisconsin
$22.4M 194,604 -174,186 -47%
Thrivent Financial for Lutherans
47
Thrivent Financial for Lutherans
Minnesota
$21.2M 184,425 +63,848 +53%
PCP
48
Proficio Capital Partners
Massachusetts
$21.1M 183,481 +183,481 New
AWMS
49
Advocacy Wealth Management Services
Georgia
$20.5M 178,242 +12,830 +8%
UB
50
UMB Bank
Missouri
$20.4M 177,501 -8,747 -5%
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