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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 %
AIM
426
Allen Investment Management
New York
$389K – – –
FAIM
427
Financial Advocates Investment Management
Washington
$387K +$2.5K +26 +0.7%
BlackRock
428
BlackRock
New York
$385K -$3.24M -33,731 -89%
WT
429
Washington Trust
Rhode Island
$383K -$1.44K -15 -0.4%
1SB
430
1ST Source Bank
Indiana
$380K – – –
RMDI
431
R.M. Davis Inc
Maine
$379K -$38.2K -398 -9%
EWMCB
432
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$375K – – –
AIG
433
American International Group
New York
$374K -$1.22M -12,700 -77%
WA
434
Wealth Alliance
New York
$374K -$330K -3,446 -47%
BMCM
435
Bryn Mawr Capital Management
Pennsylvania
$374K +$34K +354 +10%
SFG
436
SNS Financial Group
Minnesota
$374K +$81.7K +850 +28%
KP
437
Keel Point
Alabama
$374K +$374K +3,896 New
ZF
438
Zhang Financial
Michigan
$373K – – –
ECG
439
Edge Capital Group
Georgia
$369K – – –
AA
440
Aire Advisors
California
$367K +$8.84K +92 +2%
AW
441
ACG Wealth
Georgia
$366K -$14.1K -147 -4%
MWM
442
Maripau Wealth Management
Indiana
$362K -$90.6K -862 -20%
CPSC
443
Carl P. Sherr & Co
Massachusetts
$361K -$41.1K -428 -10%
PWM
444
PRW Wealth Management
Massachusetts
$361K – – –
SFG
445
Sovereign Financial Group
Connecticut
$361K +$62.7K +653 +21%
VFA
446
Valeo Financial Advisors
Indiana
$360K -$15.1K -157 -4%
SWA
447
Stratos Wealth Advisors
Ohio
$358K -$149K -1,554 -29%
CCG
448
Cypress Capital Group
Florida
$357K +$11.4K +119 +3%
Boston Partners
449
Boston Partners
Massachusetts
$355K -$307K -3,034 -46%
FM
450
Foster & Motley
Ohio
$355K -$10.1K -105 -3%
16 17
18
19 20