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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 %
DWP
626
Destiny Wealth Partners
Florida
$136K – – –
TCOV
627
Trust Company of Vermont
Vermont
$132K +$132K +1,081 New
TAM
628
Townsend Asset Management
North Carolina
$130K +$1.23K +10 +1%
SWM
629
Sugarloaf Wealth Management
Georgia
$128K – – –
ST
630
Smithfield Trust
Pennsylvania
$126K – – –
WB
631
Webster Bank
Connecticut
$123K – – –
BC
632
Barnett & Company
Tennessee
$121K +$116K +948 +2,431%
DSC
633
Duncker Streett & Co
Missouri
$118K – – –
PA
634
Parallel Advisors
California
$113K -$6.22K -51 -5%
DHGWA
635
Dixon Hughes Goodman Wealth Advisors
North Carolina
$111K +$111K +910 New
NIG
636
NFJ Investment Group
Texas
$108K +$108K +882 New
HR
637
Hayden Royal
North Carolina
$105K +$105K +858 New
QC
638
Quent Capital
New York
$103K +$103K +842 New
WB
639
West Bancorporation
Iowa
$101K +$101K +822 New
MFA
640
McClarren Financial Advisors
Pennsylvania
$99K +$860 +7 +0.9%
RE
641
RBC Europe
United Kingdom
$99K +$74.9K +611 +310%
TC
642
Trust Company
Kansas
$93K +$5.72K +47 +7%
CPA
643
Cardiff Park Advisors
California
$89K +$89K +731 New
EWM
644
Endurance Wealth Management
Rhode Island
$86K +$35.3K +288 +70%
RIA
645
Richwood Investment Advisors
Ohio
$86K +$86K +700 New
OC
646
Oakworth Capital
Alabama
$85K – – –
NSIM
647
North Star Investment Management
Illinois
$85K +$54.1K +440 +175%
DWMG
648
DB Wealth Management Group
California
$85K +$77.8K +635 +1,076%
SFM
649
Signet Financial Management
New Jersey
$83K +$83K +679 New
KFP
650
KB Financial Partners
New Jersey
$78K +$78K +638 New
24 25
26
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