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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 %
FCI
201
Financial Counselors Inc
Kansas
$1.85M 16,966 +1,142 +7%
CL
202
Choreo LLC
Illinois
$1.81M 16,584 -286 -2%
PCIA
203
Prime Capital Investment Advisors
Kansas
$1.81M 16,564 +2,466 +17%
FFN
204
Focus Financial Network
Minnesota
$1.81M 16,529 -5,719 -26%
BA
205
Ballew Advisors
Mississippi
$1.77M 16,046 +7,990 +99%
WB
206
WesBanco Bank
West Virginia
$1.77M 16,221 +16,221 New
FPF
207
First Pacific Financial
Washington
$1.75M 15,998 -840 -5%
FWP
208
FAS Wealth Partners
Kansas
$1.75M 15,981 +558 +4%
VNIM
209
Vaughan Nelson Investment Management
Texas
$1.68M 15,345 -3,870 -20%
PFA
210
Pure Financial Advisors
California
$1.6M 14,679 -2,877 -16%
HIA
211
Harbor Investment Advisory
Maryland
$1.58M 14,482 -37 -0.3%
AFP
212
Ausdal Financial Partners
Iowa
$1.55M 14,178 +7,815 +123%
Kovitz Investment Group Partners
213
Kovitz Investment Group Partners
Illinois
$1.53M 13,993 +196 +1%
OMC
214
Old Mission Capital
Illinois
$1.51M 13,835 +13,835 New
HI
215
Harbour Investments
Wisconsin
$1.5M 13,763 +13,763 New
IWC
216
Integrated Wealth Concepts
Massachusetts
$1.5M 13,738 +7,455 +119%
PWS
217
Peloton Wealth Strategists
Indiana
$1.5M 13,714 +1,221 +10%
V
218
Veritable
Delaware
$1.5M 13,693 – –
CTC
219
Central Trust Company
Missouri
$1.49M 13,645 +1,390 +11%
VR
220
Viridian RIA
Washington
– – -11,752 Closed
ATPW
221
Ashton Thomas Private Wealth
Arizona
$1.47M 13,419 -7,435 -36%
BI
222
Berkeley Inc
Idaho
$1.44M 13,215 +36 +0.3%
SFG
223
Sowa Financial Group
Rhode Island
$1.44M 13,211 -552 -4%
ACA
224
Affinity Capital Advisors
California
$1.43M 13,062 -1,073 -8%
BUB
225
BBVA USA Bancshares
Texas
$1.42M 12,968 -80 -0.6%
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