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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 %
Citadel Advisors
251
Citadel Advisors
Florida
$1.3M 13,543 +11,301 +504%
CL
252
Choreo LLC
Illinois
$1.28M 13,340 +142 +1%
SFA
253
Sequoia Financial Advisors
Ohio
$1.26M 13,132 +525 +4%
SFG
254
Sowa Financial Group
Rhode Island
$1.25M 13,043 +40 +0.3%
CA
255
CGN Advisors
Kansas
$1.24M 12,942 +12,942 New
ASN
256
Advisory Services Network
Georgia
$1.24M 12,925 +518 +4%
FGG
257
Financial Guidance Group
Florida
$1.24M 12,925 -18 -0.1%
WANY
258
Wealthspire Advisors (New York)
New York
$1.23M 12,750 +6,826 +115%
CFGS
259
Concourse Financial Group Securities
Alabama
$1.22M 12,656 +1,484 +13%
SCG
260
Sonata Capital Group
Washington
$1.21M 12,591 – –
5L
261
55I LLC
Massachusetts
$1.2M 12,466 +4,448 +55%
Franklin Resources
262
Franklin Resources
California
$1.18M 12,254 +264 +2%
ACA
263
Affinity Capital Advisors
California
$1.18M 12,246 – –
PFA
264
Pure Financial Advisors
California
$1.15M 12,014 -173 -1%
BTWM
265
Baker Tilly Wealth Management
Wisconsin
$1.15M 11,973 – –
CCFP
266
Charles Carroll Financial Partners
Massachusetts
$1.14M 11,900 -2,850 -19%
EARNEST Partners
267
EARNEST Partners
Georgia
$1.14M 11,812 -24,713 -68%
RB
268
Renasant Bank
Mississippi
$1.12M 11,645 – –
BFM
269
Broadview Financial Management
Wisconsin
$1.11M 11,582 -22 -0.2%
SW
270
SVB Wealth
Massachusetts
$1.11M 11,521 +743 +7%
FA
271
Flagstar Advisors
New York
$1.09M 11,298 +1,046 +10%
RIG
272
Roosevelt Investment Group
New York
$1.08M 11,263 -246 -2%
LB
273
Legacy Bridge
Iowa
$1.07M 11,111 – –
CC
274
Courier Capital
New York
$1.06M 11,066 – –
PFS
275
Prospera Financial Services
Texas
$1.05M 10,896 -416 -4%
9 10
11
12 13