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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

756 hedge funds and large institutions have $9.96B invested in iShares Russell Mid-Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 270 increasing their positions, 237 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
-5
Holders Change %
-0.66%
% of All Funds
12.78%
Holding in Top 10
32
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.03%
% of All Funds
0.54%
New
64
Increased
270
Reduced
237
Closed
60
Calls
$1.33M
Puts
–
Net Calls
+$1.33M
Net Calls Change
-$1.52M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$542M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$281M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$206M
4
US Bancorp
4
US Bancorp
Minnesota
$383M
5
SEI Investments
5
SEI Investments
Pennsylvania
$41.7M

Top Sellers

1
TF
1
TIAA FSB
Florida
$1.39B
2
American Century Companies
2
American Century Companies
Missouri
$0
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$669M
4
AP
4
Advisors Preferred
Maryland
$6.54M
5
GG
5
GenWealth Group
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Luther King Capital Management (LKCM)
326
Luther King Capital Management (LKCM)
Texas
$748K -$612K – –
MW
327
Marcum Wealth
Ohio
$747K +$46K +453 +7%
WA
328
Wealth Alliance
New York
$746K +$746K +7,349 New
TPA
329
Trivium Point Advisory
Connecticut
$742K +$742K +7,140 New
GL
330
Graypoint LLC
New York
$738K – – –
GT
331
Glenview Trust
Kentucky
$736K +$103K +1,010 +16%
Millennium Management
332
Millennium Management
New York
$732K +$368K +3,621 +101%
RJT
333
Raymond James Trust
Florida
$722K -$20.3K -200 -3%
CAG
334
Csenge Advisory Group
Florida
$720K -$43K -423 -6%
CIC
335
Carnegie Investment Counsel
Ohio
$718K +$253K +2,496 +55%
BFA
336
Bragg Financial Advisors
North Carolina
$712K +$161K +1,585 +29%
FWM
337
Frontier Wealth Management
Missouri
$708K -$54.2K -534 -7%
IGWM
338
ICA Group Wealth Management
Colorado
$708K +$18.5K +164 +3%
D
339
Dentgroup
Louisiana
$703K +$19.2K +189 +3%
Boston Partners
340
Boston Partners
Massachusetts
$703K +$512K +4,767 +269%
RWP
341
Revolve Wealth Partners
New Jersey
$700K +$2.95K +29 +0.4%
FCH
342
Freestone Capital Holdings
Washington
$697K -$119K -1,170 -15%
CGA
343
Crescent Grove Advisors
Illinois
$691K +$124K +1,216 +22%
HCMT
344
Highland Capital Management (Tennessee)
Tennessee
$689K -$24K -236 -3%
EWS
345
Evergreen Wealth Solutions
Pennsylvania
$683K +$683K +6,720 New
CWM
346
Cornerstone Wealth Management
Missouri
$682K +$14.9K +147 +2%
CI
347
Cordant Inc
Oregon
$680K -$1.52K -15 -0.2%
HCA
348
Harbour Capital Advisors
Virginia
$679K – – –
FMTC
349
Farmers & Merchants Trust Company
California
$668K – – –
SSB
350
Sandy Spring Bank
Maryland
$665K -$5.59K -55 -0.8%
12 13
14
15 16