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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

781 hedge funds and large institutions have $12.2B invested in iShares Russell Mid-Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 274 increasing their positions, 173 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
781
Holders Change
+112
Holders Change %
+16.74%
% of All Funds
12.06%
Holding in Top 10
39
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.43%
% of All Funds
0.6%
New
157
Increased
274
Reduced
173
Closed
34
Calls
$2.89M
Puts
$208K
Net Calls
+$2.68M
Net Calls Change
-$83K

Top Buyers

1
UBS AM
UBS AM
Illinois
+$403M
2
Victory Capital Management
Victory Capital Management
Texas
+$102M
3
Bank of America
Bank of America
North Carolina
+$66.7M
4
AP
Advisors Preferred
Maryland
+$46.9M
5
Morgan Stanley
Morgan Stanley
New York
+$36M

Top Sellers

1
TF
TIAA FSB
Florida
-$63.7M
2
American Century Companies
American Century Companies
Missouri
-$46.2M
3
Truist Financial
Truist Financial
North Carolina
-$24.2M
4
PAG
Private Advisor Group
New Jersey
-$8.26M
5
RWG
Regal Wealth Group
California
-$6.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
VA
501
Valmark Advisers
Ohio
$324K -$2.2K -18 -0.7%
TSWM
502
Tyler-Stone Wealth Management
Ohio
$323K +$323K +2,638 New
DJSG
503
D.J. St. Germain
Massachusetts
$321K -$26.3K -215 -8%
SIG
504
Stonegate Investment Group
Alabama
$319K +$319K +2,603 New
MOS
505
MGO One Seven
Ohio
$318K +$41.7K +340 +15%
BDF
506
Balasa Dinverno & Foltz
$317K – – –
HF
507
Halpern Financial
Virginia
$315K – – –
PFG
508
Pacific Financial Group
Washington
$315K – – –
CFA
509
Carroll Financial Associates
North Carolina
$315K – – –
RM
510
Resource Management
Louisiana
$315K +$315K +2,570 New
TA
511
TFG Advisers
Michigan
$314K +$3.67K +30 +1%
IA
512
Insight Advisors
Pennsylvania
$313K -$14.1K -115 -4%
BAM
513
Berkshire Asset Management
Pennsylvania
$311K – – –
MC
514
Moors & Cabot
Massachusetts
$310K +$310K +2,530 New
WMA
515
West Michigan Advisors
Michigan
$310K +$310K +2,532 New
CF
516
Centaurus Financial
California
$309K -$15.4K -126 -5%
Financial Engines Advisors
517
Financial Engines Advisors
California
$308K +$15.2K +124 +5%
BMCM
518
Bryn Mawr Capital Management
Pennsylvania
$308K +$32.9K +269 +12%
BA
519
Bridgewater Advisors
New York
$307K -$1.71K -14 -0.6%
PFBT
520
Parkside Financial Bank & Trust
Missouri
$307K – – –
AIA
521
Arbor Investment Advisors
North Carolina
$306K +$613 +5 +0.2%
NCM
522
Neumann Capital Management
California
$305K +$305K +2,495 New
BI
523
Ballast Inc
Kentucky
$304K +$366 +3 +0.1%
EI
524
Ellevest Inc
New York
$300K +$733 +6 +0.2%
ATC
525
Argent Trust Co
Tennessee
$299K -$2.94K -24 -1%
19 20
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