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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

761 hedge funds and large institutions have $11.5B invested in iShares Russell Mid-Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 273 increasing their positions, 221 reducing their positions, and 72 closing their positions.

Holders
761
Holders Change
-20
Holders Change %
-2.56%
% of All Funds
12.04%
Holding in Top 10
33
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15.38%
% of All Funds
0.52%
New
68
Increased
273
Reduced
221
Closed
72
Calls
$2.85M
Puts
–
Net Calls
+$2.85M
Net Calls Change
+$166K

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$278M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$158M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$281M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$105M
5
US Bancorp
5
US Bancorp
Minnesota
$404M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$0
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$813M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$62M
4
TF
4
TIAA FSB
Florida
$2.07B
5
AAP
5
Arax Advisory Partners
Colorado
$127K
Name Market Value Shares Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$77.5M 647,614 +40,381 +7%
TAIM
27
TD Ameritrade Investment Management
Nebraska
$75.6M 631,830 -33,078 -5%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$62M 518,400 -916,169 -64%
HWA
29
Heritage Wealth Advisors
Virginia
$44.5M 372,092 +150,186 +68%
SF
30
Synovus Financial
Georgia
$44.5M 371,793 -14,738 -4%
ANTB
31
AMG National Trust Bank
Colorado
$43.9M 367,041 +5,833 +2%
AP
32
Advisors Preferred
Maryland
$37.3M 310,056 -73,300 -19%
WWM
33
Windsor Wealth Management
Indiana
$35.8M 301,186 +46,155 +18%
Mariner
34
Mariner
Kansas
$35.8M 299,125 +30,156 +11%
AWMS
35
Advocacy Wealth Management Services
Georgia
$35M 291,013 +90,936 +45%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$34.4M 287,630 +44,970 +19%
OCM
37
One Capital Management
California
$33M 276,151 -47,218 -15%
WFAG
38
Wescott Financial Advisory Group
Pennsylvania
$32.1M 268,502 +280 +0.1%
CPIG
39
Chicago Partners Investment Group
Illinois
$32M 294,010 +452 +0.2%
CMA
40
Cedar Mountain Advisors
Oregon
$29.3M 244,617 -7,328 -3%
VNIM
41
Vaughan Nelson Investment Management
Texas
$29.1M 243,015 +10,865 +5%
KAS
42
Kestra Advisory Services
Texas
$28.8M 240,468 +93,890 +64%
BCIM
43
Bishop & Co Investment Management
Pennsylvania
$28.2M 235,348 +145 +0.1%
RJA
44
Raymond James & Associates
Florida
$27.3M 228,025 -5,850 -3%
M&T Bank
45
M&T Bank
New York
$27.1M 226,394 -1,939 -0.8%
Bank of Nova Scotia
46
Bank of Nova Scotia
Ontario, Canada
$26.6M 222,200 +29,400 +15%
KeyBank National Association
47
KeyBank National Association
Ohio
$25.6M 213,860 -2,061 -1%
Brown Advisory
48
Brown Advisory
Maryland
$23.4M 195,885 +1,049 +0.5%
AFIMH
49
American Family Insurance Mutual Holding
Wisconsin
$23.3M 194,604 – –
JPMPWA
50
J.P. Morgan Private Wealth Advisors
California
$21.4M 178,653 +1,187 +0.7%
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