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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.

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
CCWM
1
Cassaday & Co Wealth Management
Virginia
$87.6M
2
Wells Fargo
2
Wells Fargo
California
$643M
3
FCAM
3
First Citizens Asset Management
North Carolina
$19.7M
4
US Bancorp
4
US Bancorp
Minnesota
$421M
5
GG
5
GenWealth Group
New Jersey
$13.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$845M
2
American Century Companies
2
American Century Companies
Missouri
$149M
3
TF
3
TIAA FSB
Florida
$1.37B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$262M
5
ACA
5
Anchor Capital Advisors
Massachusetts
$22.3M
Name Market Value Shares Shares
Change 		Shares
Change %
SGAM
26
Stephens Group Asset Management
Arkansas
$65.8M 624,309 +1,256 +0.2%
EH
27
Equitable Holdings
New York
$64.6M 613,218 +1,853 +0.3%
AWM
28
AE Wealth Management
Kansas
$62.5M 593,609 -99,509 -14%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$52.7M 500,308 -87,546 -15%
HWA
30
Heritage Wealth Advisors
Virginia
$48.1M 456,888 -24,264 -5%
ANTB
31
AMG National Trust Bank
Colorado
$41.4M 393,317 -14,069 -3%
SF
32
Synovus Financial
Georgia
$38.8M 367,891 -3,104 -0.8%
TAIM
33
TD Ameritrade Investment Management
Nebraska
$38.6M 366,673 -68,333 -16%
WWM
34
Windsor Wealth Management
Indiana
$35.6M 328,858 -21,405 -6%
CPIG
35
Chicago Partners Investment Group
Illinois
$35.4M 308,218 +4,966 +2%
OCM
36
One Capital Management
California
$32.9M 312,331 +24,678 +9%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$32.4M 307,181 -22,611 -7%
AWMS
38
Advocacy Wealth Management Services
Georgia
$31.9M 303,100 -35,634 -11%
RJA
39
Raymond James & Associates
Florida
$29.8M 282,908 +65,707 +30%
KAS
40
Kestra Advisory Services
Texas
$29.4M 279,167 -13,182 -5%
Mariner
41
Mariner
Kansas
$29.3M 278,273 -19,117 -6%
WFAG
42
Wescott Financial Advisory Group
Pennsylvania
$28.8M 273,302 -1,694 -0.6%
CMA
43
Cedar Mountain Advisors
Oregon
$25.6M 243,035 -1,209 -0.5%
M&T Bank
44
M&T Bank
New York
$24.1M 228,885 -17,572 -7%
BCIM
45
Bishop & Co Investment Management
Pennsylvania
$23.8M 226,304 -1,541 -0.7%
VNIM
46
Vaughan Nelson Investment Management
Texas
$23.6M 224,480 -16,245 -7%
ACA
47
Anchor Capital Advisors
Massachusetts
$22.3M 211,620 -176,703 -46%
KeyBank National Association
48
KeyBank National Association
Ohio
$22.2M 210,802 -790 -0.4%
JPMPWA
49
J.P. Morgan Private Wealth Advisors
California
$19.9M 189,162 +3,135 +2%
FCAM
50
First Citizens Asset Management
North Carolina
$19.7M 186,722 +186,722 New
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