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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 %
MA
501
MONECO Advisors
Connecticut
$228K 1,981 +1,981 New
NB
502
Northwest Bancshares
Pennsylvania
$227K 1,975 – –
GG
503
Greenwood Gearhart
Arkansas
$226K 1,965 -1,796 -48%
AWM
504
Altium Wealth Management
New York
$225K 1,953 – –
CAG
505
Crestwood Advisors Group
Massachusetts
$225K 1,954 – –
ATC
506
Argent Trust Co
Tennessee
$225K 1,956 – –
AFAS
507
Acorn Financial Advisory Services
Virginia
$224K 1,953 – –
GWM
508
GSB Wealth Management
Connecticut
$221K 1,926 -264 -12%
BFA
509
Beacon Financial Advisory
Ohio
$221K 1,918 +76 +4%
SC
510
SouthState Corp
Florida
$221K 1,924 +1,924 New
BCI
511
Brinker Capital Investments
Pennsylvania
$220K 1,917 -1,729 -47%
TFGT
512
TS Financial Group (TSFG)
Illinois
$220K 1,917 +2 +0.1%
Cerity Partners
513
Cerity Partners
New York
$220K 1,910 +1,910 New
AFG
514
Allegheny Financial Group
Pennsylvania
$219K 1,909 +1,909 New
SC
515
Steph & Co
Wisconsin
$216K 1,877 -286 -13%
FPCG
516
Fort Pitt Capital Group
Pennsylvania
$215K 1,869 -131 -7%
SIC
517
Sigma Investment Counselors
Michigan
$212K 1,847 -170 -8%
HR
518
Hayden Royal
North Carolina
$212K 1,842 -11 -0.6%
GC
519
Grimes & Company
Massachusetts
$211K 1,832 +1,832 New
S
520
SignatureFD
Georgia
$210K 1,823 +38 +2%
GIA
521
GHP Investment Advisors
Colorado
$210K 1,829 +1,829 New
RDFA
522
Ritter Daniher Financial Advisory
Ohio
$208K 1,810 – –
CCM
523
Colorado Capital Management
Colorado
$206K 1,796 – –
BFS
524
Bickling Financial Services
Massachusetts
$205K 1,784 +1,784 New
VCA
525
Verdence Capital Advisors
Maryland
$205K 1,787 +1,787 New
19 20
21
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