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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

741 hedge funds and large institutions have $9.69B invested in iShares Russell Mid-Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 219 increasing their positions, 272 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
741
Holders Change
-15
Holders Change %
-1.98%
% of All Funds
12.81%
Holding in Top 10
34
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.25%
% of All Funds
0.59%
New
53
Increased
219
Reduced
272
Closed
58
Calls
$1.2M
Puts
$394K
Net Calls
+$809K
Net Calls Change
-$523K

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$209M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$605M
3
FCBT
3
First Citizens Bank & Trust
North Carolina
$351M
4
Bank of America
4
Bank of America
North Carolina
$438M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$222M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$143M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$167M
3
SEI Investments
3
SEI Investments
Pennsylvania
$13.4M
4
TF
4
TIAA FSB
Florida
$1.29B
5
AFIMH
5
American Family Insurance Mutual Holding
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
D
326
Dentgroup
Louisiana
$728K +$54K +554 +8%
BB
327
Busey Bank
Illinois
$725K +$3.56K +37 +0.5%
CB
328
Cadence Bank
Mississippi
$725K +$725K +7,545 New
BCM
329
BTR Capital Management
California
$724K – – –
IPW
330
Intergy Private Wealth
Colorado
$724K +$724K +7,533 New
CIC
331
Carnegie Investment Counsel
Ohio
$712K +$32.8K +341 +5%
Luther King Capital Management (LKCM)
332
Luther King Capital Management (LKCM)
Texas
$707K -$748K – –
AI
333
Accredited Investors
Minnesota
$704K +$333K +3,466 +90%
GT
334
Glenview Trust
Kentucky
$700K +$4.32K +45 +0.6%
GL
335
Graypoint LLC
New York
$698K – – –
FFG
336
Ford Financial Group
California
$696K -$4.45M -46,363 -86%
MA
337
MCF Advisors
Kentucky
$691K +$79.7K +830 +13%
BFC
338
Bedel Financial Consulting
Indiana
$690K +$245K +2,341 +55%
YIH
339
Y-Intercept (HK)
Hong Kong
$688K +$688K +7,167 New
CWM
340
Cornerstone Wealth Management
Missouri
$675K +$30.4K +316 +5%
B
341
Bailard
California
$673K -$95.2K -991 -12%
RWP
342
Revolve Wealth Partners
New Jersey
$655K -$7.3K -76 -1%
FCH
343
Freestone Capital Holdings
Washington
$655K -$4.42K -46 -0.7%
HCA
344
Harbour Capital Advisors
Virginia
$653K – – –
CGA
345
Crescent Grove Advisors
Illinois
$653K – – –
HCMT
346
Highland Capital Management (Tennessee)
Tennessee
$652K – – –
PP
347
Prosperity Planning
Missouri
$644K +$644K +6,702 New
CI
348
Cordant Inc
Oregon
$643K – – –
CT
349
Colonial Trust
South Carolina
$643K +$643K +6,696 New
FMTC
350
Farmers & Merchants Trust Company
California
$632K – – –
12 13
14
15 16