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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

756 hedge funds and large institutions have $9.96B invested in iShares Russell Mid-Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 270 increasing their positions, 237 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
-5
Holders Change %
-0.66%
% of All Funds
12.78%
Holding in Top 10
32
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.03%
% of All Funds
0.54%
New
64
Increased
270
Reduced
237
Closed
60
Calls
$1.33M
Puts
–
Net Calls
+$1.33M
Net Calls Change
-$1.52M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$542M
2
FCBT
First Citizens Bank & Trust
North Carolina
$281M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$206M
4
US Bancorp
US Bancorp
Minnesota
$383M
5
SEI Investments
SEI Investments
Pennsylvania
$41.7M

Top Sellers

1
TF
TIAA FSB
Florida
$1.39B
2
American Century Companies
American Century Companies
Missouri
$0
3
Jones Financial Companies
Jones Financial Companies
Missouri
$669M
4
AP
Advisors Preferred
Maryland
$6.54M
5
GG
GenWealth Group
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BI
526
Ballast Inc
Kentucky
$252K -$304 -3 -0.1%
BA
527
Bridgewater Advisors
New York
$250K -$4.26K -42 -2%
EI
528
Ellevest Inc
New York
$249K -$813 -8 -0.3%
EPWM
529
Essex Private Wealth Management
Massachusetts
$247K -$16.7K -165 -6%
MC
530
Moors & Cabot
Massachusetts
$245K +$3.04K +30 +1%
PFC
531
Phocas Financial Corp
California
$244K – – –
MFG
532
Magnus Financial Group
New York
$244K +$20.6K +203 +9%
VNB
533
Virginia National Bank
Virginia
$242K – – –
FCA
534
FinTrust Capital Advisors
South Carolina
$242K – – –
TFGT
535
TS Financial Group (TSFG)
Illinois
$242K +$507 +5 +0.2%
RFN
536
RDA Financial Network
Iowa
$238K – – –
BP
537
Ballentine Partners
Massachusetts
$238K – – –
LAS
538
Lloyd Advisory Services
Georgia
$236K -$62.2K -615 -21%
NAM
539
NTV Asset Management
West Virginia
$236K +$24.2K +238 +11%
MA
540
MONECO Advisors
Connecticut
$235K +$25.5K +251 +12%
ACM
541
Advisors Capital Management
New Jersey
$235K +$235K +2,312 New
Wealthfront Advisers
542
Wealthfront Advisers
California
$234K +$234K +2,304 New
LAM
543
LifePro Asset Management
California
$233K +$4.36K +43 +2%
NL
544
NWAM LLC
Washington
$233K +$18.4K +179 +9%
IA
545
Insight Advisors
Pennsylvania
$232K – – –
FA
546
FDx Advisors
Illinois
$230K -$33.7K -332 -13%
BWA
547
Burt Wealth Advisors
Maryland
$230K – – –
LWCFA
548
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$229K – – –
AP
549
Appleton Partners
Massachusetts
$229K – – –
AFG
550
Allegheny Financial Group
Pennsylvania
$229K +$610 +6 +0.3%
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