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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

797 hedge funds and large institutions have $10.4B invested in iShares Russell Mid-Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 248 increasing their positions, 285 reducing their positions, and 45 closing their positions.

Holders
797
Holders Change
+3
Holders Change %
+0.38%
% of All Funds
12.57%
Holding in Top 10
32
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.5%
New
56
Increased
248
Reduced
285
Closed
45
Calls
$3.31M
Puts
$231K
Net Calls
+$3.08M
Net Calls Change
-$2.56M

Top Buyers

1
BCIM
1
Bishop & Co Investment Management
Pennsylvania
$225M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$473M
3
FCBT
3
First Citizens Bank & Trust
North Carolina
$164M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$759M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$221M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$169M
2
Wells Fargo
2
Wells Fargo
California
$535M
3
Victory Capital Management
3
Victory Capital Management
Texas
$197M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$247M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$46.5M
Name Market Value Shares Shares
Change 		Shares
Change %
FGG
251
Financial Guidance Group
Florida
$1.36M 12,366 -54 -0.4%
DADC
252
D.A. Davidson & Co
Montana
$1.35M 12,302 -3,063 -20%
Franklin Resources
253
Franklin Resources
California
$1.34M 12,199 -55 -0.4%
RCAG
254
Rehmann Capital Advisory Group
Michigan
$1.33M 12,081 +2,751 +29%
GWMIA
255
Global Wealth Management Investment Advisory
Florida
$1.32M 12,019 -690 -5%
KCM
256
Kennedy Capital Management
Missouri
$1.31M 11,945 -11,101 -48%
BTWM
257
Baker Tilly Wealth Management
Wisconsin
$1.31M 11,894 +18 +0.2%
PPC
258
Park Place Capital
Alabama
$1.3M 11,818 – –
ACA
259
Affinity Capital Advisors
California
$1.28M 11,682 -75 -0.6%
BFM
260
Broadview Financial Management
Wisconsin
$1.26M 11,488 -98 -0.8%
EWA
261
ERTS Wealth Advisors
Michigan
$1.25M 11,385 +419 +4%
CFO
262
Callan Family Office
Pennsylvania
$1.24M 11,307 +216 +2%
PFA
263
Pure Financial Advisors
California
$1.24M 11,306 -39 -0.3%
SYBT
264
Stock Yards Bank & Trust
Kentucky
$1.24M 11,248 +142 +1%
LFA
265
LGT Financial Advisors
Texas
$1.23M 11,231 +11,231 New
LB
266
Legacy Bridge
Iowa
$1.22M 11,111 – –
CC
267
Courier Capital
New York
$1.22M 11,088 – –
RB
268
Renasant Bank
Mississippi
$1.21M 11,024 – –
RFWA
269
RPg Family Wealth Advisory
Massachusetts
$1.21M 11,019 -23,046 -68%
HGWM
270
Horst & Graben Wealth Management
Oregon
$1.16M 10,560 -1,532 -13%
FWTB
271
First Western Trust Bank
Colorado
$1.11M 10,079 -3,998 -28%
OLVIG
272
Oliver Lagore Vanvalin Investment Group
Michigan
$1.1M 10,049 +10,013 +27,814%
BFC
273
Bedel Financial Consulting
Indiana
$1.1M 10,030 +642 +7%
KOC
274
Koss-Olinger Consulting
Florida
$1.09M 9,937 -25 -0.3%
EARNEST Partners
275
EARNEST Partners
Georgia
$1.09M 9,915 -16,780 -63%
9 10
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