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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.

New
Increased
Maintained
Reduced
Closed
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
American Century Companies
Missouri
+$160M
2
Victory Capital Management
Victory Capital Management
Texas
+$52.7M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$22.6M
4
Betterment LLC
Betterment LLC
New York
+$15.1M
5
SEI Investments
SEI Investments
Pennsylvania
+$13.4M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$276M
2
FCBT
First Citizens Bank & Trust
North Carolina
-$268M
3
Bank of America
Bank of America
North Carolina
-$42.8M
4
AWMS
Advocacy Wealth Management Services
Georgia
-$31.9M
5
Wells Fargo
Wells Fargo
California
-$19.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
526
Centaurus Financial
California
$294K +$848 +8 +0.3%
RIA
527
Regal Investment Advisors
Michigan
$290K +$212 +2 +0.1%
HTC
528
Haverford Trust Company
Pennsylvania
$289K -$27.7K -261 -9%
SRC
529
Shufro Rose & Co
New York
$286K +$53.8K +507 +23%
VVP
530
Venture Visionary Partners
Ohio
$282K +$282K +2,652 New
JWCA
531
J.W. Cole Advisors
Florida
$279K +$850 +8 +0.3%
AP
532
Appleton Partners
Massachusetts
$279K – – –
MFG
533
Magnus Financial Group
New York
$279K +$22.4K +211 +9%
FFM
534
Forum Financial Management
Illinois
$279K +$956 +9 +0.3%
BCM
535
BTC Capital Management
Iowa
$278K -$173K -1,628 -38%
FLI
536
Family Legacy Inc
South Carolina
$278K – – –
Lazard Asset Management
537
Lazard Asset Management
New York
$276K – – –
HF
538
Halpern Financial
Virginia
$274K – – –
ZIM
539
Zacks Investment Management
Illinois
$271K +$9.13K +86 +3%
CAAS
540
Capital Asset Advisory Services
Michigan
$269K -$9.56K -90 -3%
AA
541
Ancora Advisors
Ohio
$268K +$2.23K +21 +0.8%
AIA
542
Arbor Investment Advisors
North Carolina
$265K – – –
BI
543
Ballast Inc
Kentucky
$264K – – –
PFG
544
Pacific Financial Group
Washington
$263K – – –
DW
545
Domani Wealth
Pennsylvania
$263K -$2.23K -21 -0.8%
EPWM
546
Essex Private Wealth Management
Massachusetts
$258K – – –
JFGIW
547
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$258K +$10.1K +95 +4%
FLPIM
548
F.L. Putnam Investment Management
Massachusetts
$258K -$956 -9 -0.4%
AWA
549
Arete Wealth Advisors
Illinois
$257K +$257K +2,417 New
BMCM
550
Bryn Mawr Capital Management
Pennsylvania
$256K – – –
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