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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

783 hedge funds and large institutions have $9.58B invested in iShares Russell Mid-Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 207 increasing their positions, 298 reducing their positions, and 50 closing their positions.

Holders
783
Holders Change
-14
Holders Change %
-1.76%
% of All Funds
12.49%
Holding in Top 10
25
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-21.88%
% of All Funds
0.4%
New
48
Increased
207
Reduced
298
Closed
50
Calls
$3.01M
Puts
$1.64M
Net Calls
+$1.37M
Net Calls Change
-$1.71M

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$238M
2
Bank of America
2
Bank of America
North Carolina
$470M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$46.3M
4
ACA
4
Anchor Capital Advisors
Massachusetts
$38.2M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$749M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$96.7M
2
BCIM
2
Bishop & Co Investment Management
Pennsylvania
$229K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$38.9M
4
Victory Capital Management
4
Victory Capital Management
Texas
$146M
5
Wells Fargo
5
Wells Fargo
California
$487M
Name Market Value Shares Shares
Change 		Shares
Change %
WSFS
301
Wilmington Savings Fund Society
Delaware
$926K 8,876 – –
FIA
302
Foundations Investment Advisors
Arizona
$907K 8,695 +423 +5%
BB
303
Busey Bank
Illinois
$879K 8,422 +882 +12%
WI
304
Wedgewood Investors
Pennsylvania
$876K 8,400 +176 +2%
PCH
305
PGIM Custom Harvest
New Jersey
$868K 8,322 +3,941 +90%
PC
306
Port Capital
Illinois
$858K 8,227 -193 -2%
RJT
307
Raymond James Trust
Florida
$843K 8,079 -24 -0.3%
GTAM
308
Global Trust Asset Management
Florida
$839K 8,037 +151 +2%
BA
309
Ballew Advisors
Mississippi
$838K 8,218 +14 +0.2%
WIM
310
Warwick Investment Management
Texas
$836K 8,008 – –
TP
311
Tranquility Partners
Tennessee
$825K 7,909 -1,394 -15%
BWFA
312
Baltimore-Washington Financial Advisors
Maryland
$825K 7,905 -934 -11%
IA
313
IFP Advisors
Florida
$821K 7,865 +494 +7%
AFP
314
Ausdal Financial Partners
Iowa
$820K 7,855 +107 +1%
CSPIA
315
Cary Street Partners Investment Advisory
Virginia
$819K 7,854 -100 -1%
SFWC
316
Strategic Family Wealth Counselors
New Jersey
$819K 7,850 – –
EFS
317
Essex Financial Services
Connecticut
$815K 7,809 +2,494 +47%
GT
318
Glenview Trust
Kentucky
$808K 7,743 +218 +3%
MA
319
MCF Advisors
Kentucky
$801K 7,637 +435 +6%
CB
320
Centennial Bank
Arkansas
$799K 7,660 -1,500 -16%
CWM
321
Cornerstone Wealth Management
Missouri
$799K 7,656 -93 -1%
C
322
CEDRUS
Colorado
$795K 7,622 -2,126 -22%
CB
323
Cadence Bank
Mississippi
$791K 7,577 +32 +0.4%
RIS
324
Retirement Income Solutions
Michigan
$787K 7,541 -245 -3%
WTB
325
Washington Trust Bank
Washington
$781K 7,487 +2,983 +66%
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