Who owns iShares Russell Midcap Value Index?

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Analyze quarterly positions in iShares Russell Midcap Value Index with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of iShares Russell Midcap Value Index stock

Who bought or sold iShares Russell Midcap Value Index this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of
Tiaa 17M $2.1B -4% Mar 2022
Morgan Stanley 9.0M $1.1B 100% Mar 2022
Jones Financial Companies, L.L 6.8M $813M -19% Mar 2022
Wells Fargo & Company 5.7M $698M 3% Dec 2021
Bank of America Corporation 4.2M $514M 100% Dec 2021
Us Bancorp 3.4M $404M 7% Mar 2022
Commerce Bank N A 3.2M $383M -3% Mar 2022
FMR 2.9M $345M -4% Mar 2022
Envestnet Asset Management 2.4M $281M 14% Mar 2022
American Century Companies 2.3M $278M 100% Mar 2022
Victory Capital Management 2.3M $274M 6% Mar 2022

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Commonwealth Equity Services 2.0M $245M -8% Mar 2022
Betterment 1.9M $231M -1% Dec 2021
Pnc Financial Services 1.8M $220M 3% Dec 2021
ZB 1.0M $120M 16% Mar 2022
Advisor Group Holdings 880k $105M 46% Mar 2022
Stephens 862k $103M 0% Mar 2022
AE Wealth Management 795k $97M 4% Dec 2021
Branch Banking & Trust Company 747k $89M -30% Mar 2022
Stephens Group Asset Management 656k $78M 0% Mar 2022
Equitable Holdings 652k $78M -3% Mar 2022
Raymond James Financial Services Advisors 648k $78M 7% Mar 2022
Amerivest Investment Management 632k $76M -5% Mar 2022
Jpmorgan Chase & Co 518k $62M -64% Mar 2022
Cassaday & Co 509k $62M 7% Dec 2021
Heritage Wealth Advisors 372k $45M 68% Mar 2022
Amg National Trust Bank 367k $44M 2% Mar 2022
SRS Capital Advisors 352k $43M 1% Dec 2021
Advisors Preferred 310k $37M -19% Mar 2022
Windsor Group 301k $36M 18% Mar 2022
Mariner Wealth Advisors 299k $36M 11% Mar 2022
Chicago Partners Investment 294k $34M 4% Dec 2021
Advocacy Wealth Management Services 291k $35M 45% Mar 2022
Northwestern Mutual Wealth Management Company 288k $34M 19% Mar 2022
One Capital Management 276k $33M -15% Mar 2022
Wescott Financial Advisory Group 268k $33M 1% Dec 2021
Cedar Mountain Advisors 245k $29M -3% Mar 2022
Kestra Advisory Services 241k $29M 64% Mar 2022
Bishop & Co Investment Management 235k $28M 0% Mar 2022
Vaughan Nelson Investment Management 232k $28M 0% Dec 2021
Raymond James & Associates 228k $27M -3% Mar 2022
M^T Bank Corporation 226k $27M -1% Mar 2022
Bank of Nova Scotia 222k $27M 15% Mar 2022
Keybank National Association 214k $26M -1% Mar 2022
Brown Advisory Holdings Incorporated 196k $23M 1% Mar 2022
American Family Insurance Mutual Holding 195k $23M 0% Mar 2022
First Republic Investment Management 178k $22M 7% Dec 2021
Fifth Third Bancorp 174k $21M -2% Mar 2022
Umb Bank N A 169k $20M -1% Mar 2022
Baird Financial 161k $19M 3% Mar 2022
Rodgers & Associates 158k $19M 8% Mar 2022
Hapanowicz & Associates Financial Services 156k $19M 2% Mar 2022
RTD Financial Advisors 155k $19M 1% Mar 2022
Covenant Partners 153k $19M -1% Dec 2021
Atlantic Trust 152k $19M -2% Dec 2021
LPWM 151k $18M 0% Mar 2022
GenWealth Group 144k $17M 2% Mar 2022
JMG Financial Group 143k $17M -3% Mar 2022
LBJ Family Wealth Advisors 142k $17M 0% Mar 2022
Twin Focus Capital Partners 142k $17M 19% Mar 2022
Stifel Financial 141k $17M 10% Mar 2022
Private Advisor 141k $17M 0% Mar 2022
Thrivent Financial for Lutherans 137k $16M -26% Mar 2022
Hsbc Holdings 136k $17M -8% Dec 2021
Churchill Management Corp. 134k $16M -3% Mar 2022
Sei Investments 134k $16M 479% Mar 2022
Delta Investment Management 127k $15M 79% Mar 2022
First Citizens Bank & Trust 126k $15M 55% Mar 2022
Honkamp Krueger Financial Services 123k $15M 6% Mar 2022
HighTower Advisors 118k $14M 19% Dec 2021
Forte Capital 114k $14M 0% Mar 2022
Polaris Wealth Advisers 110k $14M 0% Dec 2021
Bank Of Oklahoma National Association / 108k $13M 0% Mar 2022
H D Vest Advisory Services 104k $12M 15% Mar 2022
Northern Trust 103k $12M 0% Mar 2022
Rockefeller Capital Management 103k $12M 25% Mar 2022
Prudential Financial 103k $12M 2% Mar 2022
Savant Capital Management 100k $12M 0% Mar 2022
Bartlett & Co. 99k $12M 9% Mar 2022
GW & Wade 99k $12M 6% Mar 2022
TCG Advisory Services 97k $12M 1% Mar 2022
Johnson Investment Counsel 97k $12M 0% Mar 2022
Cambridge Investment Research Advisors 95k $12M -26% Dec 2021
Connecticut Wealth Management 95k $12M 0% Dec 2021
Steward Partners Investment Advisory 94k $11M -21% Mar 2022
Principal Financial Group 93k $11M 74% Mar 2022
Bridges Investment Management 93k $11M 0% Mar 2022
SG Americas Securities 92k $11M -9% Mar 2022
McKinley Carter Wealth Services 92k $11M 3% Mar 2022
Natixis Asset Management Advisors 90k $11M 11% Dec 2021
Financial Planning & Information Services 88k $11M -2% Dec 2021
Bank Of Montreal 87k $11M 8% Dec 2021
Nuance Investments 87k $10M -49% Mar 2022
Anchor Capital Advisors 80k $9.6M -73% Mar 2022
Mml Investors Services 80k $9.5M 2% Mar 2022
Creative Planning 77k $9.4M 11% Dec 2021
XML Financial 76k $9.1M 4% Mar 2022
Goldman Sachs Group 74k $8.8M 4% Mar 2022
Wilbanks Smith & Thomas Asset Management 72k $8.3M -4% Mar 2022
FSA Wealth Management 72k $8.8M 2% Mar 2022
Captrust Financial Advisors 70k $8.3M 137% Mar 2022
NewEdge Wealth 68k $8.1M 3% Mar 2022
Janney Montgomery Scott 68k $8.1M 31% Mar 2022
FTB Advisors 68k $8.1M 9% Mar 2022
Chicago Wealth Management 67k $8.0M -3% Mar 2022
Warren Averett Asset Management 65k $7.7M -1% Mar 2022
Occidental Asset Management 65k $7.7M -1% Mar 2022
Goss Wealth Management 63k $7.5M -7% Mar 2022
Thompson, Siegel, & Walmsley 63k $7.5M -61% Mar 2022
Lincoln National 60k $7.2M 473% Mar 2022
Taddei, Ludwig & Associates 59k $7.0M 8% Mar 2022
Pinnacle Financial Partners 57k $6.8M 3% Mar 2022
Integrys Wealth Advisors 56k $6.7M 5% Mar 2022
Ford Financial Group 54k $6.5M -16% Mar 2022
Peapack Gladstone Financial Corp 50k $6.2M -1% Dec 2021
Old Mission Capital 48k $5.8M 100% Mar 2022
Berkshire Bank 48k $5.7M -18% Mar 2022
Bank of New York Mellon 47k $5.6M 1% Mar 2022
Kmg Fiduciary Partners 47k $5.6M -9% Mar 2022
MAI Wealth Advisors 45k $5.4M 9% Mar 2022
Powell Investment Advisors 44k $5.3M 18% Mar 2022
BEAM Asset Management 44k $5.2M 5% Mar 2022
First Western Trust Bank 44k $5.3M 100% Mar 2022
William Blair $ Company 43k $5.2M 11% Mar 2022
Regions Bank 43k $5.1M -1% Mar 2022
Earnest Partners 42k $5.2M 85% Dec 2021
Moneta Group Investment Advisors 41k $4.9M 2% Mar 2022
Mather Group 41k $4.9M 5% Mar 2022
Kestra Private Wealth Services 41k $5.0M 135% Dec 2021
HBK Sorce Advisory 40k $4.8M 2% Mar 2022
Community Bank 40k $4.8M 0% Mar 2022
Saxon Interests 40k $4.9M 100% Dec 2021
Aprio Wealth Management 39k $4.8M 41% Dec 2021
Cozad Asset Management 37k $4.4M 0% Mar 2022
EP Wealth Advisors 36k $4.5M -4% Dec 2021
Platte River Wealth Advisors 36k $4.4M -3% Dec 2021
Sawtooth Asset Management 36k $4.4M 38% Dec 2021
Smart Portfolios 35k $4.3M 100% Dec 2021
Strategic Wealth Management 35k $4.3M 100% Dec 2021
Colony Group 35k $4.3M 384% Dec 2021
Great Valley Advisor Group 35k $4.2M 3% Mar 2022
Farmers & Merchants Investment 34k $4.2M 22% Dec 2021
Glenmede Trust Company 34k $4.1M -5% Dec 2021
All Season Financial Advisors 34k $4.0M 100% Mar 2022
McAdam 34k $4.0M 1% Mar 2022
Parsec Financial Management 33k $4.0M 0% Mar 2022
LeJeune Puetz Investment Counsel 33k $4.0M 0% Mar 2022
Investment Partners 32k $3.8M 5% Mar 2022
UnionBanCal Corporation 32k $3.8M -9% Mar 2022
Global Wealth Management Investment Advisory 31k $3.7M -9% Mar 2022
Condor Capital Management 31k $3.7M 3% Mar 2022
Peterson Financial Group 31k $3.8M 100% Dec 2021
RWM Asset Management 31k $3.7M 2661% Mar 2022
Evergreen Capital Management 31k $3.7M 7% Dec 2021
AdvisorNet Financial 31k $3.6M 4% Mar 2022
Atria Investments 30k $3.5M 159% Mar 2022
First Midwest Bank Trust 29k $3.6M 7% Dec 2021
Amarillo National Bank 29k $3.5M -3% Mar 2022
Horst & Graben Wealth Management 29k $3.5M -11% Mar 2022
CWM 29k $3.5M 23% Mar 2022
Citigroup 28k $3.5M 100% Dec 2021
RPg Family Wealth Advisory 28k $3.3M -5% Mar 2022
Disciplined Investments 28k $3.3M -1% Mar 2022
Ameritas Advisory Services 25k $3.0M -11% Mar 2022
Brian McDonald 25k $3.0M -22% Mar 2022
Crescent Capital Consulting 24k $3.1M -24% Dec 2021
Alliancebernstein 13k $1.6M -64% Mar 2022
Jane Street 7.2k $861k -81% Mar 2022

Who sold out of iShares Russell Midcap Value Index?

Fund or Company Name Date Sold Shares Held Valued At
Fifth Third Securities Dec 2021 120k $15M
Strategic Equity Management Dec 2021 104k $13M
Canada Pension Plan Investment Board Dec 2021 60k $7.4M
CIBC World Markets Sep 2021 50k $5.7M
CB^T Wealth Management Dec 2021 40k $4.9M