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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

830 hedge funds and large institutions have $10.6B invested in iShares Russell Mid-Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 260 increasing their positions, 258 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
830
Holders Change
+89
Holders Change %
+12.01%
% of All Funds
13.39%
Holding in Top 10
36
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.88%
% of All Funds
0.58%
New
134
Increased
260
Reduced
258
Closed
32
Calls
$5.47M
Puts
$42K
Net Calls
+$5.43M
Net Calls Change
+$4.62M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$643M
2
US Bancorp
US Bancorp
Minnesota
$421M
3
GG
GenWealth Group
New Jersey
$13.2M
4
Ameriprise
Ameriprise
Minnesota
$170M
5
LI
Leeward Investments
Massachusetts
$8.55M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$845M
2
American Century Companies
American Century Companies
Missouri
$149M
3
TF
TIAA FSB
Florida
$1.37B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$262M
5
ACA
Anchor Capital Advisors
Massachusetts
$22.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCA
326
Transcend Capital Advisors
New Jersey
$934K +$18.9K +179 +2%
PC
327
Port Capital
Illinois
$934K +$3.9K +37 +0.4%
CAM
328
Cresset Asset Management
Illinois
$933K -$71.1K -689 -7%
CSPIA
329
Cary Street Partners Investment Advisory
Virginia
$922K +$922K +8,755 New
FFG
330
Fullen Financial Group
Ohio
$919K -$25.1K -220 -3%
RSWM
331
Robertson Stephens Wealth Management
California
$905K -$239K -2,271 -21%
FWP
332
Falcon Wealth Planning
California
$900K +$36.2K +344 +4%
AI
333
Ariel Investments
Illinois
$890K +$890K +8,451 New
GTAM
334
Global Trust Asset Management
Florida
$885K -$97.5K -926 -10%
BCM
335
Brookstone Capital Management
Illinois
$877K -$52.9K -488 -6%
WI
336
Wedgewood Investors
Pennsylvania
$866K – – –
Fuller & Thaler Asset Management
337
Fuller & Thaler Asset Management
California
$866K +$866K +8,217 New
IB
338
Intrust Bank
Kansas
$858K -$35.3K -335 -4%
FMN
339
Financial Management Network
California
$856K -$68.7K -643 -7%
NL
340
Navalign LLC
California
$855K +$855K +8,121 New
Kovitz Investment Group Partners
341
Kovitz Investment Group Partners
Illinois
$852K -$111K -1,054 -12%
KWM
342
Kingsview Wealth Management
Oregon
$846K -$17.5K -166 -2%
MCM
343
MV Capital Management
Maryland
$845K -$70.6K -670 -8%
WIM
344
Warwick Investment Management
Texas
$844K +$844K +8,008 New
PMG
345
Private Management Group
California
$835K – – –
SVWAG
346
Sound View Wealth Advisors Group
Georgia
$835K +$263K +2,263 +46%
PFT
347
Providence First Trust
Arizona
$825K -$39K -370 -5%
IWC
348
Integrated Wealth Concepts
Massachusetts
$820K -$8.11K -77 -1%
D
349
Dentgroup
Louisiana
$817K +$30.2K +287 +4%
RIS
350
Retirement Income Solutions
Michigan
$817K +$105 +1 +0%
12 13
14
15 16