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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

783 hedge funds and large institutions have $9.58B invested in iShares Russell Mid-Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 207 increasing their positions, 298 reducing their positions, and 50 closing their positions.

Holders
783
Holders Change
-14
Holders Change %
-1.76%
% of All Funds
12.49%
Holding in Top 10
25
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-21.88%
% of All Funds
0.4%
New
48
Increased
207
Reduced
298
Closed
50
Calls
$3.01M
Puts
$1.64M
Net Calls
+$1.37M
Net Calls Change
-$1.71M

Top Buyers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$1.34B
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$252M
3
American Century Companies
3
American Century Companies
Missouri
$238M
4
Bank of America
4
Bank of America
North Carolina
$470M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$46.3M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$96.7M
2
BCIM
2
Bishop & Co Investment Management
Pennsylvania
$229K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$38.9M
4
Victory Capital Management
4
Victory Capital Management
Texas
$146M
5
TAIM
5
TD Ameritrade Investment Management
Nebraska
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$65.7M 630,112 -3,928 -0.6%
AWM
27
AE Wealth Management
Kansas
$59.6M 570,975 +7,927 +1%
EH
28
Equitable Holdings
New York
$57.2M 548,341 -3,680 -0.7%
HWA
29
Heritage Wealth Advisors
Virginia
$48.9M 469,109 -1,258 -0.3%
Corient Private Wealth
30
Corient Private Wealth
Florida
$46.3M 378,845 +352,150 +1,319%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$42.6M 407,941 -15,518 -4%
OCM
32
One Capital Management
California
$39.9M 382,514 +22,491 +6%
Osaic Holdings
33
Osaic Holdings
Arizona
$38.9M 372,637 -801,023 -68%
ANTB
34
AMG National Trust Bank
Colorado
$38.7M 370,697 -5,784 -2%
ACA
35
Anchor Capital Advisors
Massachusetts
$38.2M 365,773 +280,836 +331%
SF
36
Synovus Financial
Georgia
$36M 344,701 -7,099 -2%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$32M 307,086 +6,127 +2%
WWM
38
Windsor Wealth Management
Indiana
$31.2M 298,904 -12,511 -4%
CPIG
39
Chicago Partners Investment Group
Illinois
$30.6M 308,789 +949 +0.3%
Mariner
40
Mariner
Kansas
$30.3M 290,161 +2,201 +0.8%
WFAG
41
Wescott Financial Advisory Group
Pennsylvania
$29.2M 280,177 -1,015 -0.4%
CMA
42
Cedar Mountain Advisors
Oregon
$25.5M 244,827 +396 +0.2%
KeyBank National Association
43
KeyBank National Association
Ohio
$21.6M 207,016 -1,692 -0.8%
APP
44
Avantax Planning Partners
Iowa
$21.4M 205,194 +8,528 +4%
M&T Bank
45
M&T Bank
New York
$21.2M 203,373 -6,484 -3%
SEI Investments
46
SEI Investments
Pennsylvania
$21.2M 202,772 +53,855 +36%
CAN
47
Cetera Advisor Networks
California
$21.1M 202,166 +51,702 +34%
CP
48
Covenant Partners
Tennessee
$21M 201,594 +8,055 +4%
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$19.1M 183,352 +78,881 +76%
LL
50
LPWM LLC
Minnesota
$19.1M 186,073 -1,976 -1%
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