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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
FIA
276
Foundations Investment Advisors
Arizona
$1.15M -$95.8K -902 -8%
BPA
277
Beacon Pointe Advisors
California
$1.1M +$113K +1,062 +11%
CAM
278
Cresset Asset Management
Illinois
$1.1M +$140K +1,314 +15%
Kayne Anderson Rudnick Investment Management
279
Kayne Anderson Rudnick Investment Management
California
$1.1M -$146K -1,373 -12%
SW
280
SVB Wealth
Massachusetts
$1.1M -$104K -983 -9%
FA
281
Flagstar Advisors
New York
$1.09M -$116K -1,091 -10%
SI
282
Saxon Interests
Texas
$1.08M -$1.15M -10,816 -52%
KOC
283
Koss-Olinger Consulting
Florida
$1.06M -$212 -2 -0%
C
284
CEDRUS
Colorado
$1.05M +$24.9K +234 +2%
WANY
285
Wealthspire Advisors (New York)
New York
$1.05M -$37.5K -353 -3%
BI
286
Berkeley Inc
Idaho
$1.04M +$1.06K +10 +0.1%
SVWAG
287
Sound View Wealth Advisors Group
Georgia
$1.01M +$245K +2,310 +32%
EK
288
Evensky & Katz
Florida
$1.01M +$4.67K +44 +0.5%
TNB
289
Thomasville National Bank
Georgia
$1M -$5.52K -52 -0.5%
BFC
290
Bedel Financial Consulting
Indiana
$997K +$259K +2,437 +35%
IWC
291
Integrated Wealth Concepts
Massachusetts
$996K +$169K +1,594 +20%
GT
292
Glenview Trust
Kentucky
$991K +$190K +1,786 +24%
RCAG
293
Rehmann Capital Advisory Group
Michigan
$991K +$211K +1,982 +27%
TP
294
Tranquility Partners
Tennessee
$988K -$32K -301 -3%
GIA
295
Gladstone Institutional Advisory
Florida
$982K -$14.7K -138 -1%
Kovitz Investment Group Partners
296
Kovitz Investment Group Partners
Illinois
$966K +$106K +1,000 +12%
LGG
297
Luts & Greenleigh Group
Maryland
$965K -$89.6K -844 -8%
BOH
298
Bank of Hawaii
Hawaii
$964K -$455K -4,285 -32%
IWM
299
Iams Wealth Management
Nebraska
$955K +$955K +9,137 New
BFS
300
Bradley Foster & Sargent
Connecticut
$955K -$88.7K -835 -8%
10 11
12
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