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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

655 hedge funds and large institutions have $10.2B invested in iShares Russell Mid-Cap Value ETF in 2021 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 183 increasing their positions, 231 reducing their positions, and 46 closing their positions.

Holders
655
Holders Change
+26
Holders Change %
+4.13%
% of All Funds
11.54%
Holding in Top 10
31
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.13%
% of All Funds
0.55%
New
78
Increased
183
Reduced
231
Closed
46
Calls
$2M
Puts
$568K
Net Calls
+$1.43M
Net Calls Change
-$3.8M

Top Buyers

1
Barclays
1
Barclays
United Kingdom
$56.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.11B
3
US Bancorp
3
US Bancorp
Minnesota
$271M
4
AFIMH
4
American Family Insurance Mutual Holding
Wisconsin
$40.3M
5
Ameriprise
5
Ameriprise
Minnesota
$128M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$160M
2
TF
2
TIAA FSB
Florida
$2.1B
3
SS
3
Simplicity Solutions
Minnesota
$3.04M
4
Truist Financial
4
Truist Financial
North Carolina
$328M
5
ACA
5
Anchor Capital Advisors
Massachusetts
$659K
Name Market Value Shares Shares
Change 		Shares
Change %
CP
51
Covenant Partners
Tennessee
$17.9M 163,384 +1,576 +1%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$17M 155,874 +24,360 +19%
JPMPWA
53
J.P. Morgan Private Wealth Advisors
California
$16.9M 155,035 -6,197 -4%
CIBC Private Wealth Group
54
CIBC Private Wealth Group
Georgia
$16.9M 154,623 -3,968 -3%
Prudential Financial
55
Prudential Financial
New Jersey
$16.2M 147,831 +110,803 +299%
RA
56
Rodgers & Associates
Pennsylvania
$16.2M 147,824 +5,580 +4%
KAS
57
Kestra Advisory Services
Texas
$16.1M 147,384 -9,523 -6%
HAFS
58
Hapanowicz & Associates Financial Services
Pennsylvania
$16.1M 146,882 +9,432 +7%
PAG
59
Private Advisor Group
New Jersey
$15.9M 145,455 -2,762 -2%
GG
60
GenWealth Group
New Jersey
$15.8M 144,849 -3,783 -3%
LL
61
LPWM LLC
Minnesota
$15.8M 142,792 +5,563 +4%
CM
62
Churchill Management
California
$15.4M 140,659 -1,539 -1%
LFWA
63
LBJ Family Wealth Advisors
Texas
$15.3M 140,068 +420 +0.3%
HSBC Holdings
64
HSBC Holdings
United Kingdom
$15.3M 139,995 -3,396 -2%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$15.3M 139,615 +32,693 +31%
Northern Trust
66
Northern Trust
Illinois
$15M 137,501 -2,784 -2%
CAN
67
Cetera Advisor Networks
California
$14.5M 133,018 +9,760 +8%
Stifel Financial
68
Stifel Financial
Missouri
$13.6M 124,321 -7,354 -6%
Mariner
69
Mariner
Kansas
$13.3M 121,516 +425 +0.4%
Thrivent Financial for Lutherans
70
Thrivent Financial for Lutherans
Minnesota
$13.2M 120,577 -2,252 -2%
PWAG
71
Polaris Wealth Advisory Group
California
$13.1M 117,687 -10,326 -8%
SPIA
72
Steward Partners Investment Advisory
New York
$12.7M 116,220 +5,104 +5%
AP
73
Advisors Preferred
Maryland
$11.7M 105,800 -84,986 -45%
HIP
74
HUB Investment Partners
Texas
$11.6M 106,537 -2,179 -2%
BF
75
BOK Financial
Oklahoma
$11.6M 105,849 -3,873 -4%
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3
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