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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.

Holders
741
Holders Change
-15
Holders Change %
-1.98%
% of All Funds
12.82%
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 Market Value Shares Shares
Change 		Shares
Change %
EH
26
Equitable Holdings
New York
$58.7M 611,365 -34,588 -5%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$56.6M 589,686 +91,550 +18%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$56.5M 587,854 -12,823 -2%
HWA
29
Heritage Wealth Advisors
Virginia
$46.2M 481,152 +15,858 +3%
TAIM
30
TD Ameritrade Investment Management
Nebraska
$41.8M 435,006 -80,502 -16%
ANTB
31
AMG National Trust Bank
Colorado
$39.1M 407,386 +39,762 +11%
ACA
32
Anchor Capital Advisors
Massachusetts
$37.3M 388,323 +149,947 +63%
SF
33
Synovus Financial
Georgia
$35.6M 370,995 -1,095 -0.3%
AWMS
34
Advocacy Wealth Management Services
Georgia
$34.4M 338,734 +21,793 +7%
WWM
35
Windsor Wealth Management
Indiana
$34.4M 350,263 +9,526 +3%
CPIG
36
Chicago Partners Investment Group
Illinois
$31.8M 303,252 +5,791 +2%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$31.7M 329,792 +17,277 +6%
Mariner
38
Mariner
Kansas
$28.6M 297,390 -4,673 -2%
KAS
39
Kestra Advisory Services
Texas
$28.1M 292,349 +12,594 +5%
OCM
40
One Capital Management
California
$27.6M 287,653 +5,023 +2%
WFAG
41
Wescott Financial Advisory Group
Pennsylvania
$26.4M 274,996 +5,109 +2%
M&T Bank
42
M&T Bank
New York
$23.7M 246,457 -1,035 -0.4%
CMA
43
Cedar Mountain Advisors
Oregon
$23.5M 244,244 +2,916 +1%
VNIM
44
Vaughan Nelson Investment Management
Texas
$23.1M 240,725 -31,595 -12%
BCIM
45
Bishop & Co Investment Management
Pennsylvania
$21.9M 227,845 +83 +0%
RJA
46
Raymond James & Associates
Florida
$20.9M 217,201 -9,710 -4%
KeyBank National Association
47
KeyBank National Association
Ohio
$20.3M 211,592 -2,459 -1%
Brown Advisory
48
Brown Advisory
Maryland
$18.7M 195,153 -2,329 -1%
JPMPWA
49
J.P. Morgan Private Wealth Advisors
California
$17.9M 186,027 -10,451 -5%
Baird Financial Group
50
Baird Financial Group
Wisconsin
$17M 177,381 +10,205 +6%
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