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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 %
OMC
101
Old Mission Capital
Illinois
$7.99M 69,482 +55,647 +402%
Principal Financial Group
102
Principal Financial Group
Iowa
$7.96M 69,233 +7,700 +13%
FHA
103
First Horizon Advisors
Tennessee
$7.82M 68,031 +481 +0.7%
A
104
AdvicePeriod
California
$7.82M 68,010 -2,196 -3%
WA
105
Waverly Advisors
Alabama
$7.8M 66,270 -441 -0.7%
DIM
106
Delta Investment Management
California
$7.71M 67,068 +4,329 +7%
FWM
107
FSA Wealth Management
Massachusetts
$7.69M 66,851 +4,833 +8%
CWM
108
Chicago Wealth Management
Illinois
$7.67M 66,708 +3,897 +6%
CIBC World Market
109
CIBC World Market
Ontario, Canada
$7.41M 64,459 -303 -0.5%
FFG
110
Ford Financial Group
California
$7.34M 63,820 +1,378 +2%
OAM
111
Occidental Asset Management
California
$7.29M 63,405 +211 +0.3%
Creative Planning
112
Creative Planning
Kansas
$7.22M 62,813 -9,540 -13%
AAS
113
Avantax Advisory Services
Texas
$7M 60,944 +19,776 +48%
Goldman Sachs
114
Goldman Sachs
New York
$6.97M 60,578 -20,384 -25%
BB
115
Berkshire Bank
Massachusetts
$6.78M 58,954 +101 +0.2%
KFP
116
KMG Fiduciary Partners
Ohio
$6.78M 58,938 +1,197 +2%
NW
117
NewEdge Wealth
Pennsylvania
$6.69M 58,165 +1,743 +3%
RWG
118
Regal Wealth Group
California
$6.4M 55,632 +55,632 New
IWA
119
Inspirion Wealth Advisors
Illinois
$6.19M 53,870 +2,009 +4%
PGFC
120
Peapack-Gladstone Financial Corp
New Jersey
$6M 52,189 +6,255 +14%
PFP
121
Pinnacle Financial Partners
Tennessee
$5.99M 52,100 +9,319 +22%
PWA
122
Pinnacle Wealth Advisors
Tennessee
$5.99M 52,100 +52,100 New
TRCT
123
Tower Research Capital (TRC)
New York
$5.78M 50,276 +49,981 +16,943%
RIG
124
Roosevelt Investment Group
New York
$5.71M 49,692 +1,488 +3%
Janney Montgomery Scott
125
Janney Montgomery Scott
Pennsylvania
$5.53M 48,132 +8,763 +22%
3 4
5
6 7