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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

794 hedge funds and large institutions have $9.82B invested in iShares Russell Mid-Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 232 increasing their positions, 297 reducing their positions, and 72 closing their positions.

Holders
794
Holders Change
-36
Holders Change %
-4.34%
% of All Funds
12.71%
Holding in Top 10
32
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-11.11%
% of All Funds
0.51%
New
53
Increased
232
Reduced
297
Closed
72
Calls
$5.65M
Puts
$11K
Net Calls
+$5.64M
Net Calls Change
+$213K

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$310M
2
Victory Capital Management
2
Victory Capital Management
Texas
$219M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$702M
4
Betterment LLC
4
Betterment LLC
New York
$235M
5
SEI Investments
5
SEI Investments
Pennsylvania
$25.1M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$399M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$117M
3
Bank of America
3
Bank of America
North Carolina
$425M
4
AWMS
4
Advocacy Wealth Management Services
Georgia
$0
5
Wells Fargo
5
Wells Fargo
California
$629M
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
26
AE Wealth Management
Kansas
$63M 593,213 -396 -0.1%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$62M 583,592 +83,284 +17%
EH
28
Equitable Holdings
New York
$61M 574,775 -38,443 -6%
HWA
29
Heritage Wealth Advisors
Virginia
$49.2M 463,438 +6,550 +1%
ANTB
30
AMG National Trust Bank
Colorado
$41.6M 391,801 -1,516 -0.4%
SF
31
Synovus Financial
Georgia
$37.8M 356,063 -11,828 -3%
OCM
32
One Capital Management
California
$35.9M 337,906 +25,575 +8%
WWM
33
Windsor Wealth Management
Indiana
$34.4M 325,981 -2,877 -0.9%
CPIG
34
Chicago Partners Investment Group
Illinois
$33.3M 313,974 +5,756 +2%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$32M 301,425 -5,756 -2%
TAIM
36
TD Ameritrade Investment Management
Nebraska
$31.6M 297,881 -68,792 -19%
Mariner
37
Mariner
Kansas
$30.9M 290,820 +12,547 +5%
WFAG
38
Wescott Financial Advisory Group
Pennsylvania
$28.6M 269,369 -3,933 -1%
CMA
39
Cedar Mountain Advisors
Oregon
$26M 244,442 +1,407 +0.6%
SEI Investments
40
SEI Investments
Pennsylvania
$25.1M 236,528 +126,404 +115%
KAS
41
Kestra Advisory Services
Texas
$24.1M 227,048 -52,119 -19%
BCIM
42
Bishop & Co Investment Management
Pennsylvania
$24M 226,305 +1 +0%
VNIM
43
Vaughan Nelson Investment Management
Texas
$23.7M 223,101 -1,379 -0.6%
M&T Bank
44
M&T Bank
New York
$22.5M 212,231 -16,654 -7%
KeyBank National Association
45
KeyBank National Association
Ohio
$22.5M 211,539 +737 +0.3%
RJA
46
Raymond James & Associates
Florida
$21.1M 198,974 -83,934 -30%
CP
47
Covenant Partners
Tennessee
$19.7M 185,588 -336 -0.2%
APP
48
Avantax Planning Partners
Iowa
$19.7M 185,536 +1,408 +0.8%
JPMPWA
49
J.P. Morgan Private Wealth Advisors
California
$19.3M 181,679 -7,483 -4%
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$18.8M 177,384 -998 -0.6%
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