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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

761 hedge funds and large institutions have $11.5B invested in iShares Russell Mid-Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 273 increasing their positions, 221 reducing their positions, and 72 closing their positions.

Holders
761
Holders Change
-20
Holders Change %
-2.56%
% of All Funds
12.04%
Holding in Top 10
33
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15.38%
% of All Funds
0.52%
New
68
Increased
273
Reduced
221
Closed
72
Calls
$2.85M
Puts
–
Net Calls
+$2.85M
Net Calls Change
+$166K

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$278M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$158M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$281M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$105M
5
US Bancorp
5
US Bancorp
Minnesota
$404M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$0
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$813M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$62M
4
TF
4
TIAA FSB
Florida
$2.07B
5
AAP
5
Arax Advisory Partners
Colorado
$127K
Name Market Value Shares Shares
Change 		Shares
Change %
CCFP
251
Charles Carroll Financial Partners
Massachusetts
$1.65M 13,750 +2,500 +22%
HNB
252
Huntington National Bank
Ohio
– – – –
RIS
253
Retirement Income Solutions
Michigan
$1.64M 13,715 +10,738 +361%
V
254
Veritable
Delaware
$1.64M 13,693 – –
SFA
255
Sequoia Financial Advisors
Ohio
$1.64M 13,668 +525 +4%
VR
256
Viridian RIA
Washington
– – -13,552 Closed
AllianceBernstein
257
AllianceBernstein
Tennessee
$1.59M 13,295 -13,342 -50%
SFG
258
Sowa Financial Group
Rhode Island
$1.55M 12,964 -431 -3%
PFS
259
Prospera Financial Services
Texas
$1.54M 12,882 +2,650 +26%
BIA
260
BHK Investment Advisors
Alabama
$1.51M 12,646 +3 +0%
SCG
261
Sonata Capital Group
Washington
$1.51M 12,591 – –
BI
262
Berkeley Inc
Idaho
$1.47M 12,269 +733 +6%
ACA
263
Affinity Capital Advisors
California
$1.47M 12,246 +256 +2%
PFA
264
Pure Financial Advisors
California
$1.46M 12,174 -781 -6%
BTWM
265
Baker Tilly Wealth Management
Wisconsin
$1.45M 12,153 +1,637 +16%
SWP
266
Stratos Wealth Partners
Ohio
$1.45M 12,146 +819 +7%
FNT
267
First National Trust
Pennsylvania
$1.45M 12,090 -10 -0.1%
Franklin Resources
268
Franklin Resources
California
$1.44M 12,039 -256 -2%
LBC
269
Lowe Brockenbrough & Co
Virginia
$1.43M 11,970 -7,976 -40%
FA
270
Flagstar Advisors
New York
$1.42M 11,865 +126 +1%
ASN
271
Advisory Services Network
Georgia
$1.42M 11,839 +1,660 +16%
5L
272
55I LLC
Massachusetts
$1.42M 11,831 +793 +7%
RIG
273
Roosevelt Investment Group
New York
$1.41M 11,767 -38 -0.3%
CC
274
Courier Capital
New York
$1.41M 11,746 +470 +4%
BFM
275
Broadview Financial Management
Wisconsin
$1.39M 11,644 -41 -0.4%
9 10
11
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