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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 %
PSUF
176
People's United Financial
Connecticut
$2.55M 22,503 +64 +0.3%
TPCW
177
TD Private Client Wealth
New York
$2.53M 22,307 +2,542 +13%
WIC
178
Whitegate Investment Counselors
New Hampshire
$2.5M 22,072 -450 -2%
CHC
179
City Holding Co
West Virginia
$2.46M 21,696 +472 +2%
GIM
180
Goelzer Investment Management
Indiana
$2.45M 21,673 -105 -0.5%
FFA
181
Freedman Financial Associates
Massachusetts
$2.43M 21,462 -1,700 -7%
OC
182
Oppenheimer & Co
New York
$2.41M 21,285 +706 +3%
WSFS
183
Wilmington Savings Fund Society
Delaware
$2.34M 20,688 +117 +0.6%
AFS
184
Annapolis Financial Services
Maryland
$2.3M 20,347 -1,071 -5%
WTC
185
WhitTier Trust Company
Nevada
$2.29M 20,173 +36 +0.2%
CA
186
Cetera Advisors
Colorado
$2.27M 20,075 -1,717 -8%
HF
187
HRT Financial
New York
$2.27M 20,032 -24,603 -55%
TRCT
188
Tower Research Capital (TRC)
New York
$2.26M 19,929 -30,347 -60%
TCM
189
Telos Capital Management
California
$2.24M 19,748 +279 +1%
BJL
190
Brighton Jones LLC
Washington
$2.2M 19,389 -520 -3%
BWFA
191
Baltimore-Washington Financial Advisors
Maryland
$2.18M 19,261 +14 +0.1%
BRWM
192
B. Riley Wealth Management
Tennessee
$2.18M 19,215 +19,215 New
SCM
193
SOL Capital Management
Maryland
$2.12M 18,701 -255 -1%
CSM
194
CAMG Solamere Management
North Carolina
$2.12M 18,691 -28 -0.1%
PPA
195
Parametric Portfolio Associates
Washington
$2.11M 18,623 +1,314 +8%
NSCM
196
New South Capital Management
Tennessee
$2.09M 18,460 -800 -4%
QCG
197
Quadrant Capital Group
Ohio
$2.06M 18,184 – –
FFN
198
Focus Financial Network
Minnesota
$2.05M 18,139 +1,065 +6%
EAM
199
Eukles Asset Management
Ohio
$2.02M 17,805 -2,530 -12%
HIA
200
Harbor Investment Advisory
Maryland
$2.01M 17,713 +2,889 +19%
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