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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.

New
Increased
Maintained
Reduced
Closed
Holders
741
Holders Change
-15
Holders Change %
-1.98%
% of All Funds
12.81%
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 Holding Trade Value Shares
Change 		Shares
Change %
FMWA
501
Forvis Mazars Wealth Advisors
Missouri
$272K -$2.59K -27 -0.9%
MIC
502
Meridian Investment Counsel
California
$269K – – –
MBT
503
Montecito Bank & Trust
California
$268K -$75.9K -790 -22%
JFGIW
504
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$267K -$12.6K -120 -5%
PA
505
Pinnacle Associates
New York
$267K – – –
JWCA
506
J.W. Cole Advisors
Florida
$266K -$274K -2,855 -51%
MC
507
Moors & Cabot
Massachusetts
$266K +$34.2K +356 +15%
CF
508
Centaurus Financial
California
$266K +$106K +1,103 +66%
RIA
509
Regal Investment Advisors
Michigan
$263K +$288 +3 +0.1%
SIS
510
Sound Income Strategies
Florida
$263K +$1.44K +15 +0.6%
IA
511
IFG Advisory
Georgia
$262K +$23.5K +245 +10%
MSFS
512
Main Street Financial Solutions
Pennsylvania
$261K -$1.44K -15 -0.5%
TA
513
TFG Advisers
Michigan
$261K +$12.5K +130 +5%
CHJWM
514
Carlton Hofferkamp & Jenks Wealth Management
Texas
$257K – – –
VCP
515
Verus Capital Partners
Arizona
$257K +$2.3K +24 +0.9%
GFS
516
GYL Financial Synergies
Connecticut
$257K +$257K +2,678 New
FLI
517
Family Legacy Inc
South Carolina
$256K – – –
FLPIM
518
F.L. Putnam Investment Management
Massachusetts
$254K -$9.12K -95 -3%
HBT
519
Hills Bank & Trust
Iowa
$254K +$131K +1,370 +107%
CAAS
520
Capital Asset Advisory Services
Michigan
$252K -$3.37K -35 -1%
AP
521
Appleton Partners
Massachusetts
$252K +$35.9K +374 +17%
GGS
522
Galvin Gaustad & Stein
Arizona
$251K -$9.31K -97 -4%
RBFC
523
Roman Butler Fullerton & Co
Missouri
$249K -$4.69K -48 -2%
Lazard Asset Management
524
Lazard Asset Management
New York
$249K – – –
KIA
525
KCM Investment Advisors
California
$248K +$47.3K +493 +24%
19 20
21
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