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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 %
SEI Investments
676
SEI Investments
Pennsylvania
– – -64,706 Closed
CS
677
Comerica Securities
Michigan
– – -35,076 Closed
SS
678
Simplicity Solutions
Minnesota
– – -27,849 Closed
Qube Research & Technologies (QRT)
679
Qube Research & Technologies (QRT)
United Kingdom
– – -17,282 Closed
HCM
680
Howard Capital Management
Georgia
– – -12,024 Closed
CGIM
681
Cannon Global Investment Management
Florida
– – -5,100 Closed
MOACM
682
Mutual of America Capital Management
New York
– – -4,910 Closed
Millennium Management
683
Millennium Management
New York
– – -4,251 Closed
CWS
684
Cypress Wealth Services
California
– – -4,207 Closed
Fisher Asset Management
685
Fisher Asset Management
Washington
– – -3,916 Closed
FMWA
686
Forvis Mazars Wealth Advisors
Missouri
– – -3,640 Closed
ONB
687
Old National Bancorp
Indiana
– – -3,255 Closed
VFA
688
Voya Financial Advisors
Connecticut
– – -2,729 Closed
SIC
689
Samalin Investment Counsel
New York
– – -2,536 Closed
TI
690
Trexquant Investment
Connecticut
– – -2,512 Closed
BFM
691
Boothbay Fund Management
New York
– – -2,331 Closed
CIC
692
Carnegie Investment Counsel
Ohio
– – -1,955 Closed
PPP
693
Private Portfolio Partners
New Jersey
– – -1,954 Closed
FAM
694
Formidable Asset Management
Ohio
– – -1,903 Closed
DAS
695
Dynamic Advisor Solutions
Arizona
– – -1,875 Closed
AT
696
Arden Trust
Delaware
– – -1,874 Closed
IAIM
697
International Assets Investment Management
Florida
– – -1,262 Closed
WAP
698
Wealthcare Advisory Partners
Pennsylvania
– – -1,122 Closed
SFS
699
Sowell Financial Services
Arkansas
– – -1,120 Closed
SG Americas Securities
700
SG Americas Securities
New York
– – -1,000 Closed
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