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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.

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
CCWM
1
Cassaday & Co Wealth Management
Virginia
$87.6M
2
Wells Fargo
2
Wells Fargo
California
$643M
3
FCAM
3
First Citizens Asset Management
North Carolina
$19.7M
4
US Bancorp
4
US Bancorp
Minnesota
$421M
5
GG
5
GenWealth Group
New Jersey
$13.2M

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 Market Value Shares Shares
Change 		Shares
Change %
ADL
701
Asset Dedication LLC
California
$57K 531 – –
VF
702
VitalStone Financial
Texas
$56K 532 +532 New
AIC
703
Archer Investment Corporation
Indiana
$55.2K 524 +105 +25%
TSWM
704
Tyler-Stone Wealth Management
Ohio
$55K 521 – –
LAM
705
Lakewood Asset Management
Illinois
$55K 522 +522 New
FCG
706
Financial Connections Group
California
$54K 517 – –
BBPWM
707
Blue Bell Private Wealth Management
Pennsylvania
$53.2K 505 – –
IIL
708
Insight Inv LLC
California
$52.5K 498 – –
BLC
709
Brown, Lisle/Cummings
Rhode Island
$50K 475 – –
BSB
710
Bangor Savings Bank
Maine
$50K 475 – –
KTC
711
Kistler-Tiffany Companies
Pennsylvania
$48.6K 461 – –
EW
712
Element Wealth
Mississippi
$48K 456 – –
CTA
713
Colonial Trust Advisors
South Carolina
$47.4K 450 – –
FFA
714
Founders Financial Alliance
North Carolina
$47.2K 448 – –
OSAM
715
O'Shaughnessy Asset Management
Connecticut
$46.7K 443 -8 -2%
ME
716
McIlrath & Eck
Washington
$43.9K 417 – –
FGAM
717
Financial Gravity Asset Management
Texas
$43.7K 105 +9 +9%
UCB
718
United Community Bank
South Carolina
$43.4K 412 – –
CFO
719
CVA Family Office
Colorado
$43.3K 411 – –
GWANC
720
Guardian Wealth Advisors (North Carolina)
North Carolina
$42.8K 406 – –
EWM
721
Endurance Wealth Management
Rhode Island
$42K 397 -17 -4%
HR
722
Howe & Rusling
New York
$41.9K 398 +363 +1,037%
TWA
723
TCI Wealth Advisors
Arizona
$39.7K 377 -13 -3%
CSB
724
City State Bank
Iowa
$39K 370 – –
HWM
725
Horizons Wealth Management
North Carolina
$39K 373 – –
27 28
29
30 31