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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 %
Cerity Partners
376
Cerity Partners
New York
$522K +$2.12K +22 +0.4%
Neuberger Berman Group
377
Neuberger Berman Group
New York
$515K -$14.8K -154 -3%
SF
378
Summit Financial
New Jersey
$514K +$97.8K +1,018 +24%
BSW
379
Buckingham Strategic Wealth
Missouri
$510K -$47.7K -496 -9%
CDIA
380
Capital Directions Investment Advisors
Georgia
$506K -$609K -5,999 Closed
TI
381
Truepoint Inc
Ohio
$506K – – –
FNBOO
382
First National Bank of Omaha
Nebraska
$505K – – –
LBC
383
Lowe Brockenbrough & Co
Virginia
$504K – – –
FSA
384
Financial Sense Advisors
California
$501K -$80.8K -841 -14%
GPA
385
Guidance Point Advisors
Massachusetts
$500K +$3.07K +32 +0.6%
IC
386
IEQ Capital
California
$498K +$19.7K +205 +4%
TWP
387
Total Wealth Planning
Ohio
$494K -$9.22K -96 -2%
GT
388
Greenleaf Trust
Michigan
$491K -$11.3K -118 -2%
AWA
389
Arkadios Wealth Advisors
Georgia
$491K +$192 +2 +0%
BAM
390
Belpointe Asset Management
Nevada
$489K +$86.7K +902 +22%
AA
391
Alesco Advisors
New York
$484K – – –
IAIM
392
International Assets Investment Management
Florida
$480K -$102K -1,060 -17%
PFM
393
Phillips Financial Management
Indiana
$476K +$476K +4,959 New
NEWAS
394
N.E.W. Advisory Services
Wisconsin
$475K – – –
EFS
395
Essex Financial Services
Connecticut
$474K +$55.4K +577 +13%
SVWAG
396
Sound View Wealth Advisors Group
Georgia
$472K -$6.72K -70 -1%
VA
397
Valmark Advisers
Ohio
$465K +$7.21K +75 +2%
CWM
398
Cahaba Wealth Management
Georgia
$465K +$9.7K +101 +2%
MTIC
399
Missouri Trust & Investment Company
Missouri
$459K -$109K -1,137 -19%
AF
400
Allworth Financial
California
$459K -$8.73K -91 -2%
14 15
16
17 18