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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 %
SFG
251
Sowa Financial Group
Rhode Island
$1.38M 13,007 -18 -0.1%
BFEC
252
Benjamin F. Edwards & Company
Missouri
$1.38M 12,983 -612 -5%
SWP
253
Stratos Wealth Partners
Ohio
$1.37M 12,900 -1,228 -9%
GWMIA
254
Global Wealth Management Investment Advisory
Florida
$1.35M 12,709 -1,431 -10%
SCG
255
Sonata Capital Group
Washington
$1.33M 12,486 – –
FGG
256
Financial Guidance Group
Florida
$1.32M 12,420 -276 -2%
AG
257
Ascent Group
Virginia
$1.31M 12,363 -691 -5%
Franklin Resources
258
Franklin Resources
California
$1.3M 12,254 – –
AAS
259
Ameritas Advisory Services
Nebraska
$1.29M 12,111 -5,079 -30%
HGWM
260
Horst & Graben Wealth Management
Oregon
$1.28M 12,092 -15,041 -55%
BTWM
261
Baker Tilly Wealth Management
Wisconsin
$1.26M 11,876 -30 -0.3%
Jane Street
262
Jane Street
New York
$1.26M 11,821 -14,928 -56%
PPC
263
Park Place Capital
Alabama
$1.26M 11,818 -704 -6%
ACA
264
Affinity Capital Advisors
California
$1.25M 11,757 -489 -4%
CCB
265
Country Club Bank
Missouri
$1.24M 11,898 +1,685 +16%
BFM
266
Broadview Financial Management
Wisconsin
$1.23M 11,586 -58 -0.5%
PFA
267
Pure Financial Advisors
California
$1.2M 11,345 -548 -5%
TPA
268
Trivium Point Advisory
Connecticut
$1.19M 11,244 +6,013 +115%
LB
269
Legacy Bridge
Iowa
$1.18M 11,111 – –
SYBT
270
Stock Yards Bank & Trust
Kentucky
$1.18M 11,106 +591 +6%
Lido Advisors
271
Lido Advisors
California
$1.18M 11,092 +279 +3%
CFO
272
Callan Family Office
Pennsylvania
$1.18M 11,091 +5,009 +82%
CC
273
Courier Capital
New York
$1.18M 11,088 – –
RB
274
Renasant Bank
Mississippi
$1.17M 11,024 -621 -5%
EWA
275
ERTS Wealth Advisors
Michigan
$1.16M 10,966 -3,973 -27%
9 10
11
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