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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

669 hedge funds and large institutions have $10.5B invested in iShares Russell Mid-Cap Value ETF in 2021 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 230 increasing their positions, 190 reducing their positions, and 45 closing their positions.

Holders
669
Holders Change
-2
Holders Change %
-0.3%
% of All Funds
11.75%
Holding in Top 10
35
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.89%
% of All Funds
0.61%
New
56
Increased
230
Reduced
190
Closed
45
Calls
$3.02M
Puts
$260K
Net Calls
+$2.76M
Net Calls Change
+$752K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$157M
2
American Century Companies
2
American Century Companies
Missouri
$46.2M
3
Truist Financial
3
Truist Financial
North Carolina
$121M
4
US Bancorp
4
US Bancorp
Minnesota
$336M
5
VNIM
5
Vaughan Nelson Investment Management
Texas
$26.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$995M
2
AP
2
Advisors Preferred
Maryland
$0
3
ETC
3
Exchange Traded Concepts
Oklahoma
$0
4
PCP
4
Proficio Capital Partners
Massachusetts
$0
5
HH
5
Hilltop Holdings
Texas
$590K
Name Market Value Shares Shares
Change 		Shares
Change %
ANB
151
Amarillo National Bank
Texas
$3.46M 30,571 -630 -2%
CCM
152
Condor Capital Management
New Jersey
$3.34M 29,522 +45 +0.2%
RFWA
153
RPg Family Wealth Advisory
Massachusetts
$3.34M 29,461 -101 -0.3%
CAPTRUST Financial Advisors
154
CAPTRUST Financial Advisors
North Carolina
$3.33M 29,366 +10,126 +53%
IP
155
Investment Partners
Ohio
$3.3M 29,103 +913 +3%
T. Rowe Price Associates
156
T. Rowe Price Associates
Maryland
$3.29M 29,058 – –
Citigroup
157
Citigroup
New York
$3.28M 28,943 -13,502 -32%
ECM
158
Evergreen Capital Management
Washington
$3.25M 28,703 +469 +2%
CAM
159
Cozad Asset Management
Illinois
$3.21M 28,380 +701 +3%
DI
160
Disciplined Investments
Oklahoma
$3.18M 28,088 – –
FMII
161
Farmers & Merchants Investments Inc
Nebraska
$3.18M 28,045 +27,695 +7,913%
AWM
162
Aprio Wealth Management
Georgia
$3.16M 27,915 +10,919 +64%
NFC
163
Northeast Financial Consultants
Connecticut
$3.14M 27,745 – –
AB
164
Atlas Brown
Kentucky
$3.11M 27,486 -440 -2%
FMBTD
165
First Midwest Bank Trust Division
Illinois
$3.09M 27,316 +308 +1%
AF
166
Advisornet Financial
Minnesota
$3.06M 27,059 -5,632 -17%
SFG
167
Sage Financial Group
Pennsylvania
$2.99M 26,408 -1,140 -4%
SS
168
Simplicity Solutions
Minnesota
$2.94M 25,916 +25,916 New
APA
169
American Portfolios Advisors
New York
$2.8M 24,762 +1,045 +4%
I2I
170
Insight 2811 Inc
Illinois
$2.71M 23,954 +462 +2%
WT
171
Whittier Trust
California
$2.66M 23,526 -2,056 -8%
SEI Investments
172
SEI Investments
Pennsylvania
$2.62M 23,156 +23,156 New
TWM
173
Tradition Wealth Management
Minnesota
$2.59M 22,825 +14,323 +168%
EARNEST Partners
174
EARNEST Partners
Georgia
$2.58M 22,793 +11,758 +107%
GWM
175
Geneos Wealth Management
Colorado
$2.58M 22,397 -1,593 -7%
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