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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

669 hedge funds and large institutions have $10.5B invested in iShares Russell Mid-Cap Value ETF in 2021 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 230 increasing their positions, 190 reducing their positions, and 45 closing their positions.

Holders
669
Holders Change
-2
Holders Change %
-0.3%
% of All Funds
11.75%
Holding in Top 10
35
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.89%
% of All Funds
0.61%
New
56
Increased
230
Reduced
190
Closed
45
Calls
$3.02M
Puts
$260K
Net Calls
+$2.76M
Net Calls Change
+$752K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$157M
2
American Century Companies
2
American Century Companies
Missouri
$46.2M
3
Truist Financial
3
Truist Financial
North Carolina
$121M
4
US Bancorp
4
US Bancorp
Minnesota
$336M
5
VNIM
5
Vaughan Nelson Investment Management
Texas
$26.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$995M
2
AP
2
Advisors Preferred
Maryland
$0
3
ETC
3
Exchange Traded Concepts
Oklahoma
$0
4
PCP
4
Proficio Capital Partners
Massachusetts
$0
5
HH
5
Hilltop Holdings
Texas
$590K
Name Market Value Shares Shares
Change 		Shares
Change %
Wellington Management Group
676
Wellington Management Group
Massachusetts
– – -43,980 Closed
WC
677
Wealth CMT
New Jersey
– – -26,049 Closed
LWAC
678
Laurel Wealth Advisors (California)
California
– – -18,588 Closed
E
679
Ergoteles
New York
– – -15,241 Closed
MPPLM
680
Midwest Professional Planners Ltd (MPPL)
Wisconsin
– – -13,760 Closed
T
681
TRUADVICE
Florida
– – -11,480 Closed
CL
682
Cabana LLC
Arkansas
– – -7,236 Closed
MWM
683
Moulton Wealth Management
Washington
– – -6,582 Closed
JWCA
684
J.W. Cole Advisors
Florida
– – -6,538 Closed
FC
685
Ferris Capital
Massachusetts
– – -5,276 Closed
CG
686
Caprock Group
Idaho
– – -3,924 Closed
KJHP
687
K.J. Harrison & Partners
Ontario, Canada
– – -3,007 Closed
NWM
688
Northwest Wealth Management
Iowa
– – -2,831 Closed
SIM
689
Stratos Investment Management
Ohio
– – -2,218 Closed
WIC
690
Woodmont Investment Counsel
Tennessee
– – -2,000 Closed
CIA
691
Capital Investment Advisors
Georgia
– – -1,996 Closed
GG
692
Greenwood Gearhart
Arkansas
– – -1,965 Closed
AFAS
693
Acorn Financial Advisory Services
Virginia
– – -1,953 Closed
GWM
694
GSB Wealth Management
Connecticut
– – -1,926 Closed
HR
695
Hayden Royal
North Carolina
– – -1,842 Closed
CCM
696
Colorado Capital Management
Colorado
– – -1,796 Closed
VCA
697
Verdence Capital Advisors
Maryland
– – -1,787 Closed
BFS
698
Bickling Financial Services
Massachusetts
– – -1,784 Closed
LFAS
699
Level Four Advisory Services
Texas
– – -1,763 Closed
EBSAM
700
Eubel Brady & Suttman Asset Management
Ohio
– – -1,335 Closed
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