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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 %
IIC
601
Ironwood Investment Counsel
Arizona
$202K +$202K +1,653 New
AT
602
Arden Trust
Delaware
$201K +$201K +1,639 New
AFAS
603
Acorn Financial Advisory Services
Virginia
$201K +$201K +1,639 New
HFS
604
HBC Financial Services
Washington
$198K – – –
FCB
605
First Command Bank
Texas
$194K – – –
GM
606
GeoWealth Management
Illinois
$189K -$12.1K -99 -6%
GWS
607
Glassman Wealth Services
Virginia
$189K -$1.96K -16 -1%
COCM
608
Charter Oak Capital Management
New Hampshire
$187K +$245 +2 +0.1%
CFGS
609
Concourse Financial Group Securities
Alabama
$187K +$1.35K +11 +0.7%
GC
610
Garde Capital
Washington
$180K +$62.4K +509 +53%
S
611
SignatureFD
Georgia
$179K -$58.3K -477 -25%
BAM
612
Barrett Asset Management
New York
$168K – – –
CCM
613
Covington Capital Management
California
$164K – – –
AIM
614
Anchor Investment Management
South Carolina
$164K +$3.92K +32 +2%
KFI
615
Key Financial Inc
Pennsylvania
$157K -$23.1K -189 -13%
CT
616
Cambridge Trust
Massachusetts
$156K +$156K +1,272 New
SIC
617
Salem Investment Counselors
North Carolina
$154K -$5.5K -45 -3%
PWMG
618
Prestige Wealth Management Group
New Jersey
$151K -$3.67K -30 -2%
IAG
619
Investmark Advisory Group
Connecticut
$148K +$148K +1,216 New
FPS
620
Fieldpoint Private Securities
Connecticut
$143K – – –
CBT
621
CoreFirst Bank & Trust
Kansas
$141K – – –
OHWP
622
Oak Harbor Wealth Partners
North Carolina
$140K +$140K +1,141 New
BWM
623
Baystate Wealth Management
Massachusetts
$139K +$69.6K +570 +100%
HI
624
Harbour Investments
Wisconsin
$138K -$1.37M -11,251 -91%
EWM
625
EPG Wealth Management
Georgia
$137K +$54.4K +445 +66%
23 24
25
26 27