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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

781 hedge funds and large institutions have $12.2B invested in iShares Russell Mid-Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 274 increasing their positions, 173 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
781
Holders Change
+112
Holders Change %
+16.74%
% of All Funds
12.06%
Holding in Top 10
39
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.43%
% of All Funds
0.6%
New
157
Increased
274
Reduced
173
Closed
34
Calls
$2.89M
Puts
$208K
Net Calls
+$2.68M
Net Calls Change
-$83K

Top Buyers

1
UBS AM
UBS AM
Illinois
+$403M
2
Victory Capital Management
Victory Capital Management
Texas
+$102M
3
Bank of America
Bank of America
North Carolina
+$66.7M
4
AP
Advisors Preferred
Maryland
+$46.9M
5
Morgan Stanley
Morgan Stanley
New York
+$36M

Top Sellers

1
TF
TIAA FSB
Florida
-$63.7M
2
American Century Companies
American Century Companies
Missouri
-$46.2M
3
Truist Financial
Truist Financial
North Carolina
-$24.2M
4
PAG
Private Advisor Group
New Jersey
-$8.26M
5
RWG
Regal Wealth Group
California
-$6.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHC
201
City Holding Co
West Virginia
$2.55M +$26.8K +230 +1%
FTUS
202
Flow Traders U.S.
New York
$2.55M +$1.62M +13,236 +175%
GIM
203
Goelzer Investment Management
Indiana
$2.5M -$149K -1,220 -6%
ES
204
Eagle Strategies
New York
$2.5M +$2.5M +20,437 New
WTC
205
WhitTier Trust Company
Nevada
$2.45M -$24K -196 -1%
LBC
206
Lowe Brockenbrough & Co
Virginia
$2.44M +$1.81M +14,797 +287%
SCM
207
SOL Capital Management
Maryland
$2.41M +$125K +1,020 +5%
MCA
208
MSH Capital Advisors
Arizona
$2.39M +$2.39M +19,492 New
BJL
209
Brighton Jones LLC
Washington
$2.38M +$7.22K +59 +0.3%
BRWM
210
B. Riley Wealth Management
Tennessee
$2.38M +$28.4K +232 +1%
TCM
211
Telos Capital Management
California
$2.38M -$42K -343 -2%
FFN
212
Focus Financial Network
Minnesota
$2.26M +$39.9K +326 +2%
SPC
213
Sigma Planning Corp
Michigan
$2.24M +$157K +1,284 +8%
QCG
214
Quadrant Capital Group
Ohio
$2.23M – – –
BWFA
215
Baltimore-Washington Financial Advisors
Maryland
$2.21M -$145K -1,188 -6%
EAM
216
Eukles Asset Management
Ohio
$2.2M +$22.9K +187 +1%
HIA
217
Harbor Investment Advisory
Maryland
$2.16M -$4.28K -35 -0.2%
PPA
218
Parametric Portfolio Associates
Washington
$2.15M -$129K -1,050 -6%
UCFA
219
United Capital Financial Advisors
Texas
$2.13M +$51.3K +419 +2%
FWP
220
FAS Wealth Partners
Kansas
$2.13M -$10.6K -87 -0.5%
CAC
221
Certified Advisory Corp
Florida
$2.12M +$248K +2,029 +13%
ATPW
222
Ashton Thomas Private Wealth
Arizona
$2.11M +$71.4K +583 +3%
AFS
223
Annapolis Financial Services
Maryland
$2.1M -$387K -3,158 -16%
FOA
224
Five Oceans Advisors
California
$2.09M -$2.33K -19 -0.1%
BlackRock
225
BlackRock
New York
$2.08M +$1.36M +11,143 +190%
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