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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
11.53%
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 %
AAS
126
Avantax Advisory Services
Texas
$4.5M 41,168 +22,547 +121%
Citigroup
127
Citigroup
New York
$4.49M 41,034 +9,825 +31%
Bank of New York Mellon
128
Bank of New York Mellon
New York
$4.41M 40,335 -2,852 -7%
GWMIA
129
Global Wealth Management Investment Advisory
Florida
$4.36M 39,907 -2,647 -6%
Janney Montgomery Scott
130
Janney Montgomery Scott
Pennsylvania
$4.3M 39,369 +5,889 +18%
RC
131
Rinet Company
Massachusetts
$4.3M 39,351 -392 -1%
Rockefeller Capital Management
132
Rockefeller Capital Management
New York
$4.29M 39,262 -3,458 -8%
MGIA
133
Moneta Group Investment Advisors
Missouri
$4.22M 38,646 +579 +2%
CCC
134
Crescent Capital Consulting
Louisiana
$3.99M 36,485 +9,025 +33%
GT
135
Glenmede Trust
Pennsylvania
$3.91M 35,733 -205 -0.6%
PRWA
136
Platte River Wealth Advisors
Colorado
$3.86M 34,720 +501 +1%
William Blair & Company
137
William Blair & Company
Illinois
$3.85M 35,206 -28,321 -45%
CS
138
Comerica Securities
Michigan
$3.83M 35,076 – –
PFM
139
Parsec Financial Management
North Carolina
$3.83M 35,009 -601 -2%
TSW
140
Thompson Siegel & Walmsley
Virginia
$3.71M 33,896 -68,254 -67%
LPIC
141
LeJeune Puetz Investment Counsel
Michigan
$3.62M 33,072 – –
PIA
142
Powell Investment Advisors
Florida
$3.6M 32,929 +3,803 +13%
MCM
143
MAI Capital Management
Ohio
$3.55M 32,496 +2,040 +7%
SFG
144
Sage Financial Group
Pennsylvania
$3.53M 32,326 +1,165 +4%
Comerica Bank
145
Comerica Bank
Texas
$3.51M 30,831 +9,138 +42%
AF
146
Advisornet Financial
Minnesota
$3.5M 32,016 -24,653 -44%
BCM
147
Brookstone Capital Management
Illinois
$3.48M 31,851 +17,181 +117%
T. Rowe Price Associates
148
T. Rowe Price Associates
Maryland
$3.45M 31,558 – –
ANB
149
Amarillo National Bank
Texas
$3.4M 31,070 +7,005 +29%
CCM
150
Condor Capital Management
New Jersey
$3.33M 30,499 -282 -0.9%
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