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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 Holding Trade Value Shares
Change 		Shares
Change %
CB
301
Centennial Bank
Arkansas
$952K +$133K +1,250 +16%
JF
302
JSF Financial
California
$945K -$57.3K -540 -6%
MCWS
303
McKinley Carter Wealth Services
West Virginia
$943K -$289K -2,717 -23%
VCM
304
Viewpoint Capital Management
Washington
$943K -$23.9K -225 -2%
FNT
305
First National Trust
Pennsylvania
$940K -$78.9K -743 -8%
CSPIA
306
Cary Street Partners Investment Advisory
Virginia
$940K +$10.2K +96 +1%
RJT
307
Raymond James Trust
Florida
$925K -$70.9K -667 -7%
TCA
308
Transcend Capital Advisors
New Jersey
$921K -$20.6K -194 -2%
MCM
309
MV Capital Management
Maryland
$915K +$63.6K +599 +7%
FWP
310
Falcon Wealth Planning
California
$901K -$6.05K -57 -0.7%
CCG
311
Cypress Capital Group
Florida
$900K +$107K +1,006 +13%
PC
312
Port Capital
Illinois
$892K -$49.5K -466 -5%
WTB
313
Washington Trust Bank
Washington
$892K -$1.72M -16,190 -66%
BA
314
Ballew Advisors
Mississippi
$887K -$71.8K -664 -7%
GTAM
315
Global Trust Asset Management
Florida
$886K -$5.84K -55 -0.7%
WI
316
Wedgewood Investors
Pennsylvania
$873K – – –
FTWA
317
Fifth Third Wealth Advisors
Ohio
$864K +$864K +7,373 New
FFG
318
Fullen Financial Group
Ohio
$861K +$4.14K +39 +0.5%
WIM
319
Warwick Investment Management
Texas
$850K – – –
SFWC
320
Strategic Family Wealth Counselors
New Jersey
$850K +$850K +8,005 New
KWM
321
Kingsview Wealth Management
Oregon
$845K -$7.86K -74 -0.9%
AFP
322
Ausdal Financial Partners
Iowa
$844K -$164K -1,541 -16%
PMG
323
Private Management Group
California
$842K – – –
PFT
324
Providence First Trust
Arizona
$832K – – –
Cerity Partners
325
Cerity Partners
New York
$830K -$144K -1,357 -15%
11 12
13
14 15