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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 %
WFS
251
Widmann Financial Services
Maryland
$1.52M 14,397 +99 +0.7%
IFPG
252
Intrepid Financial Planning Group
Indiana
$1.51M 14,305 -378 -3%
GWMIA
253
Global Wealth Management Investment Advisory
Florida
$1.49M 14,140 -4,774 -25%
SWP
254
Stratos Wealth Partners
Ohio
$1.49M 14,128 -5 -0%
MMA
255
Miracle Mile Advisors
California
$1.48M 14,093 +9,506 +207%
MAM
256
Meeder Asset Management
Ohio
$1.48M 14,064 -1,309 -9%
ASN
257
Advisory Services Network
Georgia
$1.47M 13,926 +1,001 +8%
AI
258
Atria Investments
North Carolina
$1.46M 13,898 -14,155 -50%
CTC
259
Central Trust Company
Missouri
$1.46M 13,884 -78 -0.6%
PSF
260
Pacific Sun Financial
California
$1.45M 13,784 -540 -4%
BFEC
261
Benjamin F. Edwards & Company
Missouri
$1.43M 13,595 -1,393 -9%
FCI
262
Financial Counselors Inc
Kansas
$1.43M 13,584 -637 -4%
CL
263
Choreo LLC
Illinois
$1.41M 13,425 +85 +0.6%
BOH
264
Bank of Hawaii
Hawaii
$1.41M 13,361 +11,186 +514%
PFS
265
Prospera Financial Services
Texas
$1.4M 13,310 +2,414 +22%
FWTB
266
First Western Trust Bank
Colorado
$1.4M 13,281 -3,674 -22%
AG
267
Ascent Group
Virginia
$1.38M 13,054 -4,605 -26%
SFG
268
Sowa Financial Group
Rhode Island
$1.37M 13,025 -18 -0.1%
FAAM
269
First Ascent Asset Management
Colorado
$1.36M 12,868 +12,868 New
FGG
270
Financial Guidance Group
Florida
$1.34M 12,696 -229 -2%
CRM
271
Cramer Rosenthal McGlynn
Connecticut
$1.34M 12,675 +12,675 New
SFA
272
Sequoia Financial Advisors
Ohio
$1.33M 12,668 -464 -4%
PAS
273
Park Avenue Securities
New York
$1.33M 12,598 -1,197 -9%
HF
274
HRT Financial
New York
$1.33M 12,585 -30,717 -71%
PPC
275
Park Place Capital
Alabama
$1.32M 12,522 +12,522 New
9 10
11
12 13