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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

756 hedge funds and large institutions have $9.96B invested in iShares Russell Mid-Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 270 increasing their positions, 237 reducing their positions, and 60 closing their positions.

Holders
756
Holders Change
-5
Holders Change %
-0.66%
% of All Funds
12.78%
Holding in Top 10
32
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.03%
% of All Funds
0.54%
New
64
Increased
270
Reduced
237
Closed
60
Calls
$1.33M
Puts
–
Net Calls
+$1.33M
Net Calls Change
-$1.52M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$542M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$281M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$206M
4
US Bancorp
4
US Bancorp
Minnesota
$383M
5
SEI Investments
5
SEI Investments
Pennsylvania
$41.7M

Top Sellers

1
TF
1
TIAA FSB
Florida
$1.39B
2
American Century Companies
2
American Century Companies
Missouri
$0
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$669M
4
AP
4
Advisors Preferred
Maryland
$6.54M
5
GG
5
GenWealth Group
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SFG
251
Sowa Financial Group
Rhode Island
$1.32M 13,003 +39 +0.3%
FGG
252
Financial Guidance Group
Florida
$1.32M 12,943 -1,652 -11%
OMC
253
Old Mission Capital
Illinois
$1.31M 12,928 -35,215 -73%
MAM
254
Meeder Asset Management
Ohio
$1.31M 12,902 +4,165 +48%
TPCW
255
TD Private Client Wealth
New York
$1.3M 12,788 -9,196 -42%
FWP
256
Falcon Wealth Planning
California
$1.29M 12,704 +7,847 +162%
SFA
257
Sequoia Financial Advisors
Ohio
$1.28M 12,607 -1,061 -8%
SCG
258
Sonata Capital Group
Washington
$1.28M 12,591 – –
ASN
259
Advisory Services Network
Georgia
$1.26M 12,407 +568 +5%
ACA
260
Affinity Capital Advisors
California
$1.24M 12,246 – –
PFA
261
Pure Financial Advisors
California
$1.24M 12,187 +13 +0.1%
FNT
262
First National Trust
Pennsylvania
$1.23M 12,081 -9 -0.1%
Franklin Resources
263
Franklin Resources
California
$1.22M 11,990 -49 -0.4%
BTWM
264
Baker Tilly Wealth Management
Wisconsin
$1.22M 11,973 -180 -1%
RB
265
Renasant Bank
Mississippi
$1.18M 11,645 +5,348 +85%
BFM
266
Broadview Financial Management
Wisconsin
$1.18M 11,604 -40 -0.3%
RIG
267
Roosevelt Investment Group
New York
$1.17M 11,509 -258 -2%
PFS
268
Prospera Financial Services
Texas
$1.15M 11,312 -1,570 -12%
CFGS
269
Concourse Financial Group Securities
Alabama
$1.14M 11,172 +2,564 +30%
LB
270
Legacy Bridge
Iowa
$1.13M 11,111 – –
CC
271
Courier Capital
New York
$1.12M 11,066 -680 -6%
HWIS
272
Hancock Whitney Investment Services
Louisiana
$1.12M 11,001 -528 -5%
SW
273
SVB Wealth
Massachusetts
$1.1M 10,778 +169 +2%
WB
274
West Bancorporation
Iowa
$1.09M 10,716 +9,619 +877%
BPA
275
Beacon Pointe Advisors
California
$1.08M 10,644 -3,660 -26%
9 10
11
12 13