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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 %
BIM
76
Bridges Investment Management
Nebraska
$11.3M 103,597 -42,916 -29%
JIC
77
Johnson Investment Counsel
Ohio
$11.3M 102,988 -3,274 -3%
JFG
78
JMG Financial Group
Illinois
$11.2M 102,619 -500 -0.5%
FPIS
79
Financial Planning & Information Services
Wisconsin
$10.9M 99,639 -2,944 -3%
FC
80
Forte Capital
New York
$10.9M 99,269 +3,820 +4%
CWM
81
Connecticut Wealth Management
Connecticut
$10.4M 94,933 -482 -0.5%
HighTower Advisors
82
HighTower Advisors
Illinois
$10.3M 94,608 -5,760 -6%
FWM
83
Filbrandt Wealth Management
Wisconsin
$9.82M 89,854 +1,027 +1%
FCBT
84
First Citizens Bank & Trust
North Carolina
$9.36M 85,670 -3,363 -4%
WSTAM
85
Wilbanks Smith & Thomas Asset Management
Virginia
$9.22M 84,366 -11,203 -12%
GW
86
GW & Wade
Massachusetts
$8.88M 81,203 +2,242 +3%
Goldman Sachs
87
Goldman Sachs
New York
$8.85M 80,962 +21,142 +35%
BCWM
88
Bartlett & Co Wealth Management
Ohio
$8.83M 80,815 +3,988 +5%
BC
89
Bartlett & Co
Ohio
$8.83M 80,815 +3,988 +5%
APP
90
Avantax Planning Partners
Iowa
$8.43M 77,140 +7,711 +11%
FIM
91
Freedom Investment Management
Connecticut
$8.23M 75,285 +15,697 +26%
MML Investors Services
92
MML Investors Services
Massachusetts
$8.09M 73,984 +6,630 +10%
Creative Planning
93
Creative Planning
Kansas
$7.91M 72,353 +5,093 +8%
Natixis Advisors
94
Natixis Advisors
Massachusetts
$7.83M 71,602 -35,660 -33%
A
95
AdvicePeriod
California
$7.67M 70,206 -804 -1%
WA
96
Waverly Advisors
Alabama
$7.65M 66,711 -1,628 -2%
FHA
97
First Horizon Advisors
Tennessee
$7.38M 67,550 -4,731 -7%
SWM
98
Southern Wealth Management
Texas
$7.37M 67,432 +1,886 +3%
XF
99
XML Financial
Maryland
$7.21M 65,959 +2,215 +3%
CIBC World Market
100
CIBC World Market
Ontario, Canada
$7.08M 64,762 +47,732 +280%
2 3
4
5 6