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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
Wells Fargo
1
Wells Fargo
California
$643M
2
US Bancorp
2
US Bancorp
Minnesota
$421M
3
GG
3
GenWealth Group
New Jersey
$13.2M
4
Ameriprise
4
Ameriprise
Minnesota
$170M
5
LI
5
Leeward Investments
Massachusetts
$8.55M

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 Holding Trade Value Shares
Change 		Shares
Change %
SCG
276
Sonata Capital Group
Washington
$1.32M -$11.1K -105 -0.8%
LTL
277
Lowery Thomas LLC
California
$1.3M -$330K -3,136 -20%
Franklin Resources
278
Franklin Resources
California
$1.29M – – –
ACA
279
Affinity Capital Advisors
California
$1.29M – – –
AIG
280
American International Group
New York
$1.26M +$853K +8,100 +208%
CFGS
281
Concourse Financial Group Securities
Alabama
$1.26M -$74.8K -710 -6%
BTWM
282
Baker Tilly Wealth Management
Wisconsin
$1.25M -$7.06K -67 -0.6%
PFA
283
Pure Financial Advisors
California
$1.25M -$12.7K -121 -1%
BIA
284
BHK Investment Advisors
Alabama
$1.25M -$231K -2,196 -16%
FIA
285
Foundations Investment Advisors
Arizona
$1.24M +$865K +8,208 +232%
Kayne Anderson Rudnick Investment Management
286
Kayne Anderson Rudnick Investment Management
California
$1.23M +$300K +2,851 +32%
RB
287
Renasant Bank
Mississippi
$1.23M – – –
BFM
288
Broadview Financial Management
Wisconsin
$1.23M +$6.53K +62 +0.5%
MCWS
289
McKinley Carter Wealth Services
West Virginia
$1.22M -$589K -5,590 -33%
FA
290
Flagstar Advisors
New York
$1.2M +$7.37K +70 +0.6%
SW
291
SVB Wealth
Massachusetts
$1.19M -$21.3K -202 -2%
WI
292
Wintrust Investments
Illinois
$1.18M +$1.18M +11,207 New
LFA
293
LGT Financial Advisors
Texas
$1.17M +$1.17M +11,152 New
LB
294
Legacy Bridge
Iowa
$1.17M – – –
CC
295
Courier Capital
New York
$1.17M +$2.32K +22 +0.2%
Lido Advisors
296
Lido Advisors
California
$1.14M +$56.7K +538 +5%
SF
297
SBK Financial
Virginia
$1.14M -$576K -5,471 -34%
CFB
298
Cullen/Frost Bankers
Texas
$1.12M +$174K +1,651 +18%
IAG
299
Investmark Advisory Group
Connecticut
$1.11M +$1.11M +10,542 New
SYBT
300
Stock Yards Bank & Trust
Kentucky
$1.11M +$6.01K +57 +0.5%
10 11
12
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