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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
11.71%
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 %
Cetera Investment Advisers
201
Cetera Investment Advisers
Illinois
$2.01M 17,444 -718 -4%
PPA
202
Parametric Portfolio Associates
Washington
$1.99M 17,309 +5,254 +44%
SPC
203
Sigma Planning Corp
Michigan
$1.99M 17,267 +211 +1%
FFN
204
Focus Financial Network
Minnesota
$1.96M 17,074 +545 +3%
AWM
205
Aprio Wealth Management
Georgia
$1.95M 16,996 +16,996 New
WB
206
WesBanco Bank
West Virginia
$1.93M 16,792 +571 +4%
FCI
207
Financial Counselors Inc
Kansas
$1.89M 16,443 -523 -3%
CL
208
Choreo LLC
Illinois
$1.89M 16,414 -170 -1%
FWP
209
FAS Wealth Partners
Kansas
$1.86M 16,189 +208 +1%
Mercer Global Advisors
210
Mercer Global Advisors
Colorado
$1.86M 16,163 +7,894 +95%
ATPW
211
Ashton Thomas Private Wealth
Arizona
$1.85M 16,118 +2,699 +20%
FPF
212
First Pacific Financial
Washington
$1.78M 15,448 -550 -3%
E
213
Ergoteles
New York
$1.75M 15,241 +15,241 New
NFG
214
Nadler Financial Group
Illinois
$1.74M 15,160 +2,765 +22%
HIA
215
Harbor Investment Advisory
Maryland
$1.7M 14,824 +342 +2%
KWM
216
Kingsview Wealth Management
Oregon
$1.67M 14,443 +7,906 +121%
TSW
217
Thompson Siegel & Walmsley
Virginia
$1.67M 14,498 -19,398 -57%
VNIM
218
Vaughan Nelson Investment Management
Texas
$1.63M 14,170 -1,175 -8%
HI
219
Harbour Investments
Wisconsin
$1.6M 13,937 +174 +1%
PWS
220
Peloton Wealth Strategists
Indiana
$1.6M 13,932 +218 +2%
IWC
221
Integrated Wealth Concepts
Massachusetts
$1.6M 13,894 +156 +1%
AFP
222
Ausdal Financial Partners
Iowa
$1.59M 13,824 -354 -2%
CTC
223
Central Trust Company
Missouri
$1.59M 13,817 +172 +1%
MPPLM
224
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.58M 13,760 +13,760 New
V
225
Veritable
Delaware
$1.57M 13,693 – –
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9
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