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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
11.71%
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 %
BMCM
476
Bryn Mawr Capital Management
Pennsylvania
$259K 2,250 – –
NFP
477
Novak Financial Planning
Maryland
$257K 2,237 – –
CL
478
CPWM LLC
Washington
$255K 2,218 +1 +0%
SIM
479
Stratos Investment Management
Ohio
$255K 2,218 +2,218 New
MWM
480
Meridian Wealth Management
Kentucky
$253K 2,200 +2 +0.1%
FLPIM
481
F.L. Putnam Investment Management
Massachusetts
$252K 2,192 +31 +1%
BGIM
482
Brandywine Global Investment Management
Pennsylvania
$252K 2,189 +2,189 New
MAM
483
Marotta Asset Management
Virginia
$251K 2,162 -40 -2%
CGA
484
Crescent Grove Advisors
Illinois
$249K 2,168 – –
CPO
485
Cerity Partners OCIO
New York
$248K 2,158 -23 -1%
EI
486
Ellevest Inc
New York
$245K 2,127 +1,920 +928%
ABC
487
Associated Banc-Corp
Wisconsin
$244K 2,122 +2,122 New
RhumbLine Advisers
488
RhumbLine Advisers
Massachusetts
$242K 2,109 +2,109 New
KIA
489
KCM Investment Advisors
California
$240K 2,090 -15 -0.7%
Fiera Capital (Canada)
490
Fiera Capital (Canada)
Quebec, Canada
$240K 2,089 – –
MWM
491
Modera Wealth Management
New Jersey
$234K 2,032 -1,785 -47%
EWM
492
Empirical Wealth Management
Washington
$234K 2,038 +15 +0.7%
WF
493
Welch & Forbes
Massachusetts
$231K 2,010 – –
TC
494
TownSquare Capital
Utah
$230K 2,004 – –
GT
495
Greenleaf Trust
Michigan
$230K 2,000 – –
MPIM
496
McGinn Penninger Investment Management
Virginia
$230K 2,000 – –
KPWS
497
Kestra Private Wealth Services
Texas
$230K 2,002 +21 +1%
WIC
498
Woodmont Investment Counsel
Tennessee
$230K 2,000 +2,000 New
AWS
499
AJ Wealth Strategies
New York
$229K 1,993 – –
CIA
500
Capital Investment Advisors
Georgia
$229K 1,996 +42 +2%
18 19
20
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