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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.

New
Increased
Maintained
Reduced
Closed
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
Wells Fargo
1
Wells Fargo
California
$643M
2
US Bancorp
2
US Bancorp
Minnesota
$421M
3
GG
3
GenWealth Group
New Jersey
$13.2M
4
Ameriprise
4
Ameriprise
Minnesota
$170M
5
LI
5
Leeward Investments
Massachusetts
$8.55M

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 Holding Trade Value Shares
Change 		Shares
Change %
AIM
476
Allen Investment Management
New York
$426K – – –
AFG
477
Allegheny Financial Group
Pennsylvania
$423K +$187K +1,776 +79%
FAIM
478
Financial Advocates Investment Management
Washington
$421K -$3.27K -31 -0.8%
WT
479
Washington Trust
Rhode Island
$420K – – –
1SB
480
1ST Source Bank
Indiana
$416K – – –
EWMCB
481
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$411K – – –
EWS
482
Evergreen Wealth Solutions
Pennsylvania
$406K +$185K +1,750 +83%
VFA
483
Valeo Financial Advisors
Indiana
$402K +$7.06K +67 +2%
SFG
484
SNS Financial Group
Minnesota
$401K -$8.43K -80 -2%
FUBT
485
First United Bank & Trust
Maryland
$395K +$22.1K +210 +6%
FM
486
Foster & Motley
Ohio
$389K – – –
EAM
487
Evanson Asset Management
California
$389K +$316 +3 +0.1%
FCP
488
Fidelis Capital Partners
Florida
$383K +$383K +3,536 New
WKSWA
489
White Knight Strategic Wealth Advisors
New Jersey
$379K -$9.7K -92 -2%
Chevy Chase Trust
490
Chevy Chase Trust
Maryland
$378K – – –
HSWM
491
Hubbell Strickland Wealth Management
Louisiana
$376K +$527 +5 +0.1%
VPIM
492
Vanguard Personalized Indexing Management
California
$376K -$421 -4 -0.1%
ECG
493
Edge Capital Group
Georgia
$373K -$31.8K -302 -8%
MFGP
494
Marshall Financial Group (Pennsylvania)
Pennsylvania
$371K +$1.05K +10 +0.3%
Wealthfront Advisers
495
Wealthfront Advisers
California
$369K +$3.58K +34 +1%
BEAM
496
Baker Ellis Asset Management
Washington
$369K – – –
AWA
497
Artemis Wealth Advisors
New York
$369K +$369K +3,500 New
VWA
498
V Wealth Advisors
Kansas
$366K +$1.48K +14 +0.4%
AA
499
Advisory Alpha
Michigan
$363K +$363K +3,449 New
FFC
500
First Financial Corp
Indiana
$362K +$56.3K +534 +18%
18 19
20
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