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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 %
FC
76
Forte Capital
New York
$12.5M 108,679 +9,410 +9%
JFG
77
JMG Financial Group
Illinois
$12.1M 105,222 +2,603 +3%
BIM
78
Bridges Investment Management
Nebraska
$11.9M 103,222 -375 -0.4%
HighTower Advisors
79
HighTower Advisors
Illinois
$11.4M 99,402 +4,794 +5%
JIC
80
Johnson Investment Counsel
Ohio
$11.4M 99,041 -3,947 -4%
HIP
81
HUB Investment Partners
Texas
$11M 95,298 -11,239 -11%
APP
82
Avantax Planning Partners
Iowa
$10.9M 95,141 +18,001 +23%
CWM
83
Connecticut Wealth Management
Connecticut
$10.9M 94,933 – –
FPIS
84
Financial Planning & Information Services
Wisconsin
$10.9M 94,441 -5,198 -5%
FWM
85
Filbrandt Wealth Management
Wisconsin
$10.3M 89,216 -638 -0.7%
GW
86
GW & Wade
Massachusetts
$9.93M 86,387 +5,184 +6%
BCWM
87
Bartlett & Co Wealth Management
Ohio
$9.56M 83,102 +2,287 +3%
BC
88
Bartlett & Co
Ohio
$9.56M 83,102 +2,287 +3%
WSTAM
89
Wilbanks Smith & Thomas Asset Management
Virginia
$9.55M 83,079 -1,287 -2%
MCWS
90
McKinley Carter Wealth Services
West Virginia
$9.37M 81,494 +22,005 +37%
FCBT
91
First Citizens Bank & Trust
North Carolina
$9.29M 80,797 -4,873 -6%
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$9.24M 79,248 +77,121 +3,626%
Natixis Advisors
93
Natixis Advisors
Massachusetts
$9.17M 79,765 +8,163 +11%
AssetMark Inc
94
AssetMark Inc
California
$9.11M 79,256 +19,147 +32%
MML Investors Services
95
MML Investors Services
Massachusetts
$9.08M 78,951 +4,967 +7%
FIM
96
Freedom Investment Management
Connecticut
$8.77M 76,275 +990 +1%
Rockefeller Capital Management
97
Rockefeller Capital Management
New York
$8.71M 75,729 +36,467 +93%
SWM
98
Southern Wealth Management
Texas
$8.62M 73,929 +6,497 +10%
CAN
99
Cetera Advisor Networks
California
$8.52M 74,114 -58,904 -44%
XF
100
XML Financial
Maryland
$8.03M 69,793 +3,834 +6%
2 3
4
5 6