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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
$265M
3
Bank of America
Bank of America
North Carolina
$514M
4
AP
Advisors Preferred
Maryland
$46.9M
5
Morgan Stanley
Morgan Stanley
New York
$1.11B

Top Sellers

1
TF
TIAA FSB
Florida
$2.2B
2
American Century Companies
American Century Companies
Missouri
$0
3
Truist Financial
Truist Financial
North Carolina
$107M
4
PAG
Private Advisor Group
New Jersey
$17.2M
5
RWG
Regal Wealth Group
California
$503K
Name Holding Trade Value Shares
Change 		Shares
Change %
M1FG
776
Mach-1 Financial Group
Arkansas
$2K +$2K +22 New
FCAS
777
First Command Advisory Services
Texas
$1K -$100 -1 -9%
BIA
778
Bell Investment Advisors
California
$1K – – –
AWA
779
Aquire Wealth Advisors
Utah
$1K +$1K +6 New
CA
780
CoreCap Advisors
Michigan
$1K +$1K +7 New
AIP
781
Ahrens Investment Partners
Louisiana
$1K +$1K +10 New
FGAM
782
Financial Gravity Asset Management
Texas
$473 +$465 +240 +6,000%
BBHC
783
Brown Brothers Harriman & Co
New York
$125 – – –
American Century Companies
784
American Century Companies
Missouri
– -$46.2M -408,181 Closed
SEI Investments
785
SEI Investments
Pennsylvania
– -$2.62M -23,156 Closed
GRP
786
Global Retirement Partners
California
– -$1.99M -17,609 Closed
RC
787
Rovin Capital
Arizona
– -$1.93M -17,002 Closed
PWS
788
Peloton Wealth Strategists
Indiana
– -$1.58M -13,936 Closed
MA
789
MCF Advisors
Kentucky
– -$716K -6,320 Closed
HH
790
Hilltop Holdings
Texas
– -$590K -5,209 Closed
STAS
791
Strong Tower Advisory Services
Minnesota
– -$558K -4,805 Closed
AWA
792
Artemis Wealth Advisors
New York
– -$396K -3,500 Closed
RBFC
793
Roman Butler Fullerton & Co
Missouri
– -$337K -2,849 Closed
NPF
794
Norris Perne & French
Michigan
– -$266K -2,351 Closed
CS
795
Credit Suisse
Switzerland
– -$263K -2,321 Closed
CPO
796
Cerity Partners OCIO
New York
– -$242K -2,139 Closed
MPIM
797
McGinn Penninger Investment Management
Virginia
– -$227K -2,000 Closed
ONB
798
Old National Bancorp
Indiana
– -$218K -1,929 Closed
AWA
799
Arete Wealth Advisors
Illinois
– -$217K -1,914 Closed
NL
800
NWAM LLC
Washington
– -$204K -1,803 Closed
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