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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 %
DC
401
Davenport & Co
Virginia
$459K -$5.19K -54 -1%
B
402
Bensler
Washington
$457K +$2.79K +29 +0.6%
MMG
403
Monetary Management Group
Missouri
$456K +$456K +4,750 New
TGAM
404
TBH Global Asset Management
Tennessee
$455K – – –
CGPCS
405
Capital Group Private Client Services
California
$454K +$454K +4,729 New
CCM
406
Cohen Capital Management
California
$453K – – –
BCI
407
Brinker Capital Investments
Pennsylvania
$450K -$1.47M -15,295 -77%
CAG
408
Csenge Advisory Group
Florida
$450K -$231K -2,406 -34%
PB
409
Pinnacle Bancorp
Nebraska
$444K +$3.27K +34 +0.7%
MMA
410
Miracle Mile Advisors
California
$441K – – –
TC
411
TownSquare Capital
Utah
$441K – – –
MA
412
Mutual Advisors
Nebraska
$441K +$147K +1,535 +50%
WWA
413
WC Walker & Associates
California
$435K – – –
SG
414
StoneX Group
New York
$430K -$114K -1,192 -21%
TC
415
Trilogy Capital
California
$429K -$173K -1,804 -29%
9WM
416
9258 Wealth Management
Ohio
$424K -$15.1K -157 -3%
MCM
417
Manchester Capital Management
Vermont
$420K – – –
BDF
418
Balasa Dinverno & Foltz
$417K – – –
RhumbLine Advisers
419
RhumbLine Advisers
Massachusetts
$413K +$413K +4,302 New
SWPG
420
Strategic Wealth Partners Group
Illinois
$409K -$577 -6 -0.1%
SWP
421
Summit Wealth Partners
Florida
$408K -$102K -1,064 -20%
BCM
422
BTC Capital Management
Iowa
$407K – – –
HAS
423
Holland Advisory Services
Florida
$400K -$1M -10,438 -71%
DY
424
Dowling & Yahnke
California
$397K – – –
GFP
425
Gryphon Financial Partners
Ohio
$389K -$17.9K -186 -4%
15 16
17
18 19