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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

669 hedge funds and large institutions have $10.5B invested in iShares Russell Mid-Cap Value ETF in 2021 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 230 increasing their positions, 190 reducing their positions, and 45 closing their positions.

Holders
669
Holders Change
-2
Holders Change %
-0.3%
% of All Funds
11.75%
Holding in Top 10
35
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.89%
% of All Funds
0.61%
New
56
Increased
230
Reduced
190
Closed
45
Calls
$3.02M
Puts
$260K
Net Calls
+$2.76M
Net Calls Change
+$752K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$157M
2
American Century Companies
2
American Century Companies
Missouri
$46.2M
3
Truist Financial
3
Truist Financial
North Carolina
$121M
4
US Bancorp
4
US Bancorp
Minnesota
$336M
5
VNIM
5
Vaughan Nelson Investment Management
Texas
$26.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$995M
2
AP
2
Advisors Preferred
Maryland
$0
3
ETC
3
Exchange Traded Concepts
Oklahoma
$0
4
PCP
4
Proficio Capital Partners
Massachusetts
$0
5
HH
5
Hilltop Holdings
Texas
$590K
Name Market Value Shares Shares
Change 		Shares
Change %
CC
26
Cassaday & Co
Virginia
$54M 476,994 -25,504 -5%
TAIM
27
TD Ameritrade Investment Management
Nebraska
$50.1M 620,224 +5,120 +0.8%
American Century Companies
28
American Century Companies
Missouri
$46.2M 408,181 +408,181 New
SF
29
Synovus Financial
Georgia
$43.6M 384,876 +744 +0.2%
ANTB
30
AMG National Trust Bank
Colorado
$40.2M 354,925 +4,256 +1%
AAP
31
Arax Advisory Partners
Colorado
$39.3M 347,112 +12,544 +4%
OCM
32
One Capital Management
California
$36.8M 325,114 +32,244 +11%
CPIG
33
Chicago Partners Investment Group
Illinois
$34.4M 281,977 +971 +0.3%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$33.7M 297,733 +12,378 +4%
WFAG
35
Wescott Financial Advisory Group
Pennsylvania
$30M 265,223 -1,609 -0.6%
WWM
36
Windsor Wealth Management
Indiana
$29.4M 255,386 -5,062 -2%
CMA
37
Cedar Mountain Advisors
Oregon
$28.2M 248,780 +154 +0.1%
M&T Bank
38
M&T Bank
New York
$26.4M 232,925 -846 -0.4%
VNIM
39
Vaughan Nelson Investment Management
Texas
$26.3M 232,210 +218,040 +1,539%
Mariner
40
Mariner
Kansas
$25.6M 225,615 +95,157 +73%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$25.2M 222,529 +16,658 +8%
RJA
42
Raymond James & Associates
Florida
$25.1M 221,310 -4,763 -2%
KeyBank National Association
43
KeyBank National Association
Ohio
$24.6M 216,839 -1,550 -0.7%
HWA
44
Heritage Wealth Advisors
Virginia
$24.2M 213,691 +4,423 +2%
PAG
45
Private Advisor Group
New Jersey
$23.6M 208,120 +66,500 +47%
BCIM
46
Bishop & Co Investment Management
Pennsylvania
$23.5M 207,539 +6,681 +3%
Thrivent Financial for Lutherans
47
Thrivent Financial for Lutherans
Minnesota
$22M 194,686 +10,261 +6%
AFIMH
48
American Family Insurance Mutual Holding
Wisconsin
$22M 194,604 – –
Brown Advisory
49
Brown Advisory
Maryland
$22M 194,396 -221 -0.1%
AWMS
50
Advocacy Wealth Management Services
Georgia
$21.3M 188,385 +10,143 +6%
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