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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

741 hedge funds and large institutions have $9.69B invested in iShares Russell Mid-Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 219 increasing their positions, 272 reducing their positions, and 58 closing their positions.

Holders
741
Holders Change
-15
Holders Change %
-1.98%
% of All Funds
12.81%
Holding in Top 10
34
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.25%
% of All Funds
0.59%
New
53
Increased
219
Reduced
272
Closed
58
Calls
$1.2M
Puts
$394K
Net Calls
+$809K
Net Calls Change
-$523K

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$209M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$605M
3
FCBT
3
First Citizens Bank & Trust
North Carolina
$351M
4
Bank of America
4
Bank of America
North Carolina
$438M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$222M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$143M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$167M
3
SEI Investments
3
SEI Investments
Pennsylvania
$13.4M
4
TF
4
TIAA FSB
Florida
$1.29B
5
AFIMH
5
American Family Insurance Mutual Holding
Wisconsin
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FWTB
226
First Western Trust Bank
Colorado
$1.63M 16,955 -8,891 -34%
Allspring Global Investments
227
Allspring Global Investments
North Carolina
$1.62M 16,865 -500 -3%
HNB
228
Huntington National Bank
Ohio
– – – –
ATPW
229
Ashton Thomas Private Wealth
Arizona
$1.57M 16,359 -1,084 -6%
SF
230
SBK Financial
Virginia
$1.56M 16,276 -3,220 -17%
NFG
231
Nadler Financial Group
Illinois
$1.55M 16,090 – –
Financial Engines Advisors
232
Financial Engines Advisors
California
$1.53M 15,888 -486 -3%
Natixis Advisors
233
Natixis Advisors
Massachusetts
$1.52M 15,871 -512 -3%
SI
234
Saxon Interests
Texas
$1.52M 14,900 -3,663 -20%
WTA
235
Washington Trust Advisors
Massachusetts
$1.51M 15,755 +13 +0.1%
EWA
236
ERTS Wealth Advisors
Michigan
$1.5M 15,658 +165 +1%
LTL
237
Lowery Thomas LLC
California
$1.49M 15,470 -1,386 -8%
MAM
238
Meeder Asset Management
Ohio
$1.48M 15,373 +2,471 +19%
HFBOT
239
Home Federal Bank of Tennessee
Tennessee
$1.47M 15,304 -18 -0.1%
NFG
240
Nations Financial Group
Iowa
$1.45M 15,133 +132 +0.9%
BFEC
241
Benjamin F. Edwards & Company
Missouri
$1.44M 14,988 +7,258 +94%
IFPG
242
Intrepid Financial Planning Group
Indiana
$1.41M 14,683 -138 -0.9%
PSF
243
Pacific Sun Financial
California
$1.38M 14,324 -30 -0.2%
WFS
244
Widmann Financial Services
Maryland
$1.37M 14,298 +33 +0.2%
FCI
245
Financial Counselors Inc
Kansas
$1.37M 14,221 -64 -0.4%
SWP
246
Stratos Wealth Partners
Ohio
$1.36M 14,133 +988 +8%
BIA
247
BHK Investment Advisors
Alabama
$1.35M 14,085 -563 -4%
CTC
248
Central Trust Company
Missouri
$1.34M 13,962 +61 +0.4%
PAS
249
Park Avenue Securities
New York
$1.33M 13,795 -1,358 -9%
V
250
Veritable
Delaware
$1.32M 13,693 – –
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