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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
11.72%
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 %
Fifth Third Bancorp
51
Fifth Third Bancorp
Ohio
$20.2M 175,705 -4,757 -3%
CP
52
Covenant Partners
Tennessee
$18.7M 162,455 -929 -0.6%
AMG
53
Asset Management Group
Connecticut
$18.5M 160,491 -3,052 -2%
Baird Financial Group
54
Baird Financial Group
Wisconsin
$18.4M 159,634 -10,988 -6%
CIBC Private Wealth Group
55
CIBC Private Wealth Group
Georgia
$18.3M 159,331 +4,708 +3%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$18.1M 157,415 +17,800 +13%
HSBC Holdings
57
HSBC Holdings
United Kingdom
$17.5M 152,095 +12,100 +9%
JPMPWA
58
J.P. Morgan Private Wealth Advisors
California
$17.2M 150,008 -5,027 -3%
KAS
59
Kestra Advisory Services
Texas
$17.2M 149,696 +2,312 +2%
HAFS
60
Hapanowicz & Associates Financial Services
Pennsylvania
$17.1M 148,712 +1,830 +1%
HH
61
Hilltop Holdings
Texas
$17.1M 148,359 +144,628 +3,876%
LL
62
LPWM LLC
Minnesota
$17M 146,899 +4,107 +3%
RA
63
Rodgers & Associates
Pennsylvania
$16.5M 143,627 -4,197 -3%
GG
64
GenWealth Group
New Jersey
$16.3M 142,175 -2,674 -2%
PAG
65
Private Advisor Group
New Jersey
$16.3M 141,620 -3,835 -3%
CM
66
Churchill Management
California
$16.2M 140,697 +38 +0%
LFWA
67
LBJ Family Wealth Advisors
Texas
$15.7M 136,588 -3,480 -2%
SEM
68
Strategic Equity Management
Arizona
$15.4M 134,262 +134,262 New
Stifel Financial
69
Stifel Financial
Missouri
$15.1M 131,429 +7,108 +6%
SPIA
70
Steward Partners Investment Advisory
New York
$15M 130,711 +14,491 +12%
Mariner
71
Mariner
Kansas
$15M 130,458 +8,942 +7%
Northern Trust
72
Northern Trust
Illinois
$13.9M 120,590 -16,911 -12%
Prudential Financial
73
Prudential Financial
New Jersey
$13.1M 113,586 -34,245 -23%
PWAG
74
Polaris Wealth Advisory Group
California
$13M 111,887 -5,800 -5%
TFCP
75
Twin Focus Capital Partners
Massachusetts
$12.6M 109,677 +47,270 +76%
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