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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 %
HF
126
HRT Financial
New York
$5.13M 44,635 +26,140 +141%
ACA
127
Anchor Capital Advisors
Massachusetts
$5.09M 44,236 +38,208 +634%
Wellington Management Group
128
Wellington Management Group
Massachusetts
$5.06M 43,980 +43,980 New
Citigroup
129
Citigroup
New York
$4.88M 42,445 +1,411 +3%
HSA
130
HBK Sorce Advisory
Pennsylvania
$4.81M 41,872 -3,106 -7%
CB
131
Community Bank
New York
$4.74M 41,232 -2,575 -6%
EWA
132
EP Wealth Advisors
California
$4.74M 41,234 -1,728 -4%
RFC
133
Regions Financial Corp
Alabama
$4.7M 40,892 -1,109 -3%
CG
134
Corundum Group
Colorado
$4.63M 40,266 -1,113 -3%
MGIA
135
Moneta Group Investment Advisors
Missouri
$4.63M 40,250 +1,604 +4%
FIA
136
Foundations Investment Advisors
Arizona
$4.56M 39,350 +10,003 +34%
MA
137
MUFG Americas
New York
$4.49M 39,054 -2,376 -6%
Bank of New York Mellon
138
Bank of New York Mellon
New York
$4.48M 38,997 -1,338 -3%
BWA
139
Beam Wealth Advisors
Louisiana
$4.46M 38,808 +28,092 +262%
GWMIA
140
Global Wealth Management Investment Advisory
Florida
$4.46M 38,754 -1,153 -3%
HGWM
141
Horst & Graben Wealth Management
Oregon
$4.13M 35,891 +35,891 New
PRWA
142
Platte River Wealth Advisors
Colorado
$4.11M 35,700 +980 +3%
GT
143
Glenmede Trust
Pennsylvania
$4.08M 35,508 -225 -0.6%
PIA
144
Powell Investment Advisors
Florida
$4.02M 34,928 +1,999 +6%
PFM
145
Parsec Financial Management
North Carolina
$3.96M 34,398 -611 -2%
ML
146
McAdam LLC
Pennsylvania
$3.92M 33,780 +10,199 +43%
William Blair & Company
147
William Blair & Company
Illinois
$3.91M 34,017 -1,189 -3%
RC
148
Rinet Company
Massachusetts
$3.91M 34,009 -5,342 -14%
MCM
149
MAI Capital Management
Ohio
$3.85M 33,471 +975 +3%
LPIC
150
LeJeune Puetz Investment Counsel
Michigan
$3.8M 33,072 – –
4 5
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