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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 %
GPA
426
Guidance Point Advisors
Massachusetts
$551K +$3.06K +29 +0.6%
Neuberger Berman Group
427
Neuberger Berman Group
New York
$538K -$25.8K -245 -5%
GJIA
428
Glass Jacobson Investment Advisors
Maryland
$535K +$535K +5,083 New
RW
429
Regimen Wealth
Georgia
$535K +$535K +5,075 New
TWP
430
Total Wealth Planning
Ohio
$535K -$7.06K -67 -1%
SF
431
Summit Financial
New Jersey
$531K -$32K -304 -6%
AA
432
Alesco Advisors
New York
$531K – – –
VA
433
Valmark Advisers
Ohio
$528K +$18.4K +175 +4%
PFM
434
Phillips Financial Management
Indiana
$522K -$632 -6 -0.1%
CWM
435
Cahaba Wealth Management
Georgia
$519K +$9.06K +86 +2%
EFS
436
Essex Financial Services
Connecticut
$519K +$210 +2 +0%
NP
437
NorthRock Partners
Minnesota
$514K +$143K +1,354 +38%
AWA
438
Amplius Wealth Advisors
Pennsylvania
$510K +$510K +4,845 New
LWM
439
LJI Wealth Management
Indiana
$510K +$510K +4,840 New
MTIC
440
Missouri Trust & Investment Company
Missouri
$503K – – –
NEWAS
441
N.E.W. Advisory Services
Wisconsin
$502K -$19.5K -185 -4%
B
442
Bensler
Washington
$501K +$421 +4 +0.1%
CCM
443
Cohen Capital Management
California
$500K +$3.69K +35 +0.7%
MMG
444
Monetary Management Group
Missouri
$500K – – –
CAG
445
Csenge Advisory Group
Florida
$500K +$6.74K +64 +1%
CGPCS
446
Capital Group Private Client Services
California
$500K +$1.58K +15 +0.3%
TGAM
447
TBH Global Asset Management
Tennessee
$499K +$105 +1 +0%
PB
448
Pinnacle Bancorp
Nebraska
$494K +$7.37K +70 +2%
RhumbLine Advisers
449
RhumbLine Advisers
Massachusetts
$494K +$40.9K +388 +9%
DC
450
Davenport & Co
Virginia
$489K -$14.5K -138 -3%
16 17
18
19 20