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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 %
SEI Investments
101
SEI Investments
Pennsylvania
$7.07M 64,706 -51,322 -44%
OAM
102
Occidental Asset Management
California
$6.91M 63,194 +8,662 +16%
CWM
103
Chicago Wealth Management
Illinois
$6.87M 62,811 +3,146 +5%
DIM
104
Delta Investment Management
California
$6.86M 62,739 +62,739 New
FFG
105
Ford Financial Group
California
$6.82M 62,442 +38,810 +164%
TFCP
106
Twin Focus Capital Partners
Massachusetts
$6.82M 62,407 +26,756 +75%
FWM
107
FSA Wealth Management
Massachusetts
$6.78M 62,018 -15,795 -20%
Principal Financial Group
108
Principal Financial Group
Iowa
$6.73M 61,533 -3,000 -5%
AssetMark Inc
109
AssetMark Inc
California
$6.57M 60,109 -70,976 -54%
MCWS
110
McKinley Carter Wealth Services
West Virginia
$6.5M 59,489 -4,726 -7%
BB
111
Berkshire Bank
Massachusetts
$6.43M 58,853 -557 -0.9%
KFP
112
KMG Fiduciary Partners
Ohio
$6.31M 57,741 +5,336 +10%
NW
113
NewEdge Wealth
Pennsylvania
$6.17M 56,422 +34,198 +154%
WFA
114
WestHill Financial Advisors
California
$5.67M 51,885 -1,691 -3%
IWA
115
Inspirion Wealth Advisors
Illinois
$5.67M 51,861 -2,760 -5%
RIG
116
Roosevelt Investment Group
New York
$5.27M 48,204 +1,913 +4%
PGFC
117
Peapack-Gladstone Financial Corp
New Jersey
$5.02M 45,934 +3,737 +9%
HSA
118
HBK Sorce Advisory
Pennsylvania
$4.92M 44,978 -2,610 -5%
CB
119
Community Bank
New York
$4.79M 43,807 -745 -2%
EWA
120
EP Wealth Advisors
California
$4.7M 42,962 +1,822 +4%
PFP
121
Pinnacle Financial Partners
Tennessee
$4.68M 42,781 -640 -1%
RFC
122
Regions Financial Corp
Alabama
$4.59M 42,001 -135 -0.3%
NSCM
123
New South Capital Management
Tennessee
$4.58M 41,890 +41,890 New
MA
124
MUFG Americas
New York
$4.53M 41,430 -1,295 -3%
CG
125
Corundum Group
Colorado
$4.52M 41,379 -2,422 -6%
3 4
5
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