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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

794 hedge funds and large institutions have $9.82B invested in iShares Russell Mid-Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 232 increasing their positions, 297 reducing their positions, and 72 closing their positions.

Holders
794
Holders Change
-36
Holders Change %
-4.34%
% of All Funds
12.71%
Holding in Top 10
32
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-11.11%
% of All Funds
0.51%
New
53
Increased
232
Reduced
297
Closed
72
Calls
$5.65M
Puts
$11K
Net Calls
+$5.64M
Net Calls Change
+$213K

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$310M
2
Victory Capital Management
2
Victory Capital Management
Texas
$219M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$702M
4
Betterment LLC
4
Betterment LLC
New York
$235M
5
SEI Investments
5
SEI Investments
Pennsylvania
$25.1M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$399M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$117M
3
Bank of America
3
Bank of America
North Carolina
$425M
4
AWMS
4
Advocacy Wealth Management Services
Georgia
$0
5
Wells Fargo
5
Wells Fargo
California
$629M
Name Market Value Shares Shares
Change 		Shares
Change %
NFG
226
Nations Financial Group
Iowa
$1.65M 15,497 -61 -0.4%
BWFA
227
Baltimore-Washington Financial Advisors
Maryland
$1.63M 15,384 -229 -1%
DADC
228
D.A. Davidson & Co
Montana
$1.63M 15,365 -2,253 -13%
MAM
229
Meeder Asset Management
Ohio
$1.63M 15,328 +1,264 +9%
FCI
230
Financial Counselors Inc
Kansas
$1.61M 15,177 +1,593 +12%
V
231
Veritable
Delaware
$1.61M 15,118 – –
HFBOT
232
Home Federal Bank of Tennessee
Tennessee
$1.6M 15,038 -41 -0.3%
EWA
233
EP Wealth Advisors
California
$1.59M 22,747 -13,624 -37%
Susquehanna International Group
234
Susquehanna International Group
Pennsylvania
$1.57M 14,777 -17,482 -54%
UCFA
235
United Capital Financial Advisors
Texas
$1.54M 14,543 -2,824 -16%
CAC
236
Certified Advisory Corp
Florida
$1.52M 14,303 -848 -6%
WFS
237
Widmann Financial Services
Maryland
$1.52M 14,270 -127 -0.9%
MMA
238
Miracle Mile Advisors
California
$1.5M 14,114 +21 +0.1%
FWTB
239
First Western Trust Bank
Colorado
$1.49M 14,077 +796 +6%
PAS
240
Park Avenue Securities
New York
$1.49M 14,055 +1,457 +12%
BIA
241
BHK Investment Advisors
Alabama
$1.49M 14,009 +2,120 +18%
PFS
242
Prospera Financial Services
Texas
$1.48M 13,950 +640 +5%
FAAM
243
First Ascent Asset Management
Colorado
$1.48M 13,946 +1,078 +8%
FOA
244
Five Oceans Advisors
California
$1.47M 13,885 -3,151 -18%
CTC
245
Central Trust Company
Missouri
$1.47M 13,881 -3 -0%
CFGS
246
Concourse Financial Group Securities
Alabama
$1.47M 13,817 +1,871 +16%
IFPG
247
Intrepid Financial Planning Group
Indiana
$1.44M 13,524 -781 -5%
SFA
248
Sequoia Financial Advisors
Ohio
$1.41M 13,269 +601 +5%
CL
249
Choreo LLC
Illinois
$1.39M 13,120 -305 -2%
WI
250
Wintrust Investments
Illinois
$1.39M 13,065 +1,858 +17%
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