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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

830 hedge funds and large institutions have $10.6B invested in iShares Russell Mid-Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 260 increasing their positions, 258 reducing their positions, and 32 closing their positions.

Holders
830
Holders Change
+89
Holders Change %
+12.01%
% of All Funds
13.39%
Holding in Top 10
36
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.88%
% of All Funds
0.58%
New
134
Increased
260
Reduced
258
Closed
32
Calls
$5.47M
Puts
$42K
Net Calls
+$5.43M
Net Calls Change
+$4.62M

Top Buyers

1
CCWM
1
Cassaday & Co Wealth Management
Virginia
$87.6M
2
Wells Fargo
2
Wells Fargo
California
$643M
3
FCAM
3
First Citizens Asset Management
North Carolina
$19.7M
4
US Bancorp
4
US Bancorp
Minnesota
$421M
5
GG
5
GenWealth Group
New Jersey
$13.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$845M
2
American Century Companies
2
American Century Companies
Missouri
$149M
3
TF
3
TIAA FSB
Florida
$1.37B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$262M
5
ACA
5
Anchor Capital Advisors
Massachusetts
$22.3M
Name Market Value Shares Shares
Change 		Shares
Change %
WT
226
Whittier Trust
California
$2.02M 19,156 -42 -0.2%
WTC
227
WhitTier Trust Company
Nevada
$1.93M 18,276 -1,664 -8%
SFB
228
STAR Financial Bank
Indiana
$1.9M 18,082 +18,082 New
ATPW
229
Ashton Thomas Private Wealth
Arizona
$1.9M 18,015 +1,656 +10%
Allspring Global Investments
230
Allspring Global Investments
North Carolina
$1.88M 17,807 +942 +6%
RP
231
Reinhart Partners
Wisconsin
$1.87M 17,788 +17,788 New
DADC
232
D.A. Davidson & Co
Montana
$1.86M 17,618 +8,624 +96%
Comerica Bank
233
Comerica Bank
Texas
$1.85M 16,633 -2,830 -15%
AFS
234
Annapolis Financial Services
Maryland
$1.84M 17,494 – –
UCFA
235
United Capital Financial Advisors
Texas
$1.83M 17,367 +337 +2%
AAS
236
Ameritas Advisory Services
Nebraska
$1.81M 17,190 -3,703 -18%
Financial Engines Advisors
237
Financial Engines Advisors
California
$1.81M 17,173 +1,285 +8%
FOA
238
Five Oceans Advisors
California
$1.79M 17,036 +1 +0%
NFG
239
Nadler Financial Group
Illinois
$1.77M 16,770 +680 +4%
WMWM
240
Whitaker-Myers Wealth Managers
Ohio
$1.76M 16,670 +16,670 New
WB
241
WesBanco Bank
West Virginia
$1.7M 16,088 +7,854 +95%
QCG
242
Quadrant Capital Group
Ohio
$1.69M 16,026 -1,035 -6%
BWFA
243
Baltimore-Washington Financial Advisors
Maryland
$1.64M 15,613 -2,252 -13%
NFG
244
Nations Financial Group
Iowa
$1.64M 15,558 +425 +3%
HNB
245
Huntington National Bank
Ohio
– – – –
CAC
246
Certified Advisory Corp
Florida
$1.6M 15,151 -4,038 -21%
V
247
Veritable
Delaware
$1.59M 15,118 +1,425 +10%
BOSSRA
248
B.O.S.S. Retirement Advisors
Utah
$1.59M 15,086 +15,086 New
HFBOT
249
Home Federal Bank of Tennessee
Tennessee
$1.59M 15,079 -225 -1%
EWA
250
ERTS Wealth Advisors
Michigan
$1.57M 14,939 -719 -5%
8 9
10
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