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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 %
MW
351
Marcum Wealth
Ohio
$622K -$84.5K -879 -12%
PTC
352
Private Trust Company
Ohio
$621K +$19.5K +203 +3%
IGWM
353
ICA Group Wealth Management
Colorado
$619K +$17.7K +184 +3%
SSB
354
Sandy Spring Bank
Maryland
$618K -$10.6K -110 -2%
RBC
355
Romano Brothers & Co
Illinois
$618K +$618K +6,434 New
AA
356
Auxano Advisors
Washington
$607K +$607K +6,322 New
MC
357
Mathes Company
New York
$605K -$135K -1,400 -18%
WSFS
358
Wilmington Savings Fund Society
Delaware
$602K +$2.69K +28 +0.4%
SWM
359
Spire Wealth Management
Virginia
$596K -$2.88K -30 -0.5%
SAM
360
Silvercrest Asset Management
New York
$593K – – –
CFG
361
Cooper Financial Group
California
$591K -$26.1K -272 -4%
MWP
362
MYCIO Wealth Partners
Pennsylvania
$590K – – –
CAL
363
Capital Analysts LLC
Pennsylvania
$580K +$33.1K +345 +6%
BFA
364
Bragg Financial Advisors
North Carolina
$574K -$98.9K -1,030 -15%
MLA
365
My Legacy Advisors
Oregon
$571K +$76.5K +792 +15%
WH
366
Willner & Heller
California
$567K +$11.4K +119 +2%
DWA
367
Douglass Winthrop Advisors
New York
$563K +$15.1K +157 +3%
TB
368
Treynor Bancshares
Iowa
$549K – – –
MWM
369
Meridian Wealth Management
Kentucky
$548K -$53.8K -560 -9%
CAM
370
Cubic Asset Management
Massachusetts
$542K – – –
RIM
371
Rockbridge Investment Management
New York
$539K +$105K +1,096 +24%
IWM
372
IHT Wealth Management
Illinois
$535K -$48.3K -503 -8%
WIM
373
WealthPlan Investment Management
Nebraska
$533K +$533K +4,949 New
TPA
374
Trivium Point Advisory
Connecticut
$523K -$195K -1,939 -27%
RT
375
Rockland Trust
Massachusetts
$522K -$31.9K -332 -6%
13 14
15
16 17