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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.

Holders
741
Holders Change
-15
Holders Change %
-1.98%
% of All Funds
12.82%
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 Market Value Shares Shares
Change 		Shares
Change %
CP
51
Covenant Partners
Tennessee
$16.7M 174,160 +12,655 +8%
HAFS
52
Hapanowicz & Associates Financial Services
Pennsylvania
$16.3M 169,663 +6,110 +4%
LL
53
LPWM LLC
Minnesota
$16.3M 169,390 -269 -0.2%
Fifth Third Bancorp
54
Fifth Third Bancorp
Ohio
$16.1M 167,637 -2,945 -2%
AMG
55
Asset Management Group
Connecticut
$15M 156,178 -257 -0.2%
FC
56
Forte Capital
New York
$15M 155,947 -4,966 -3%
RA
57
Rodgers & Associates
Pennsylvania
$15M 155,872 -909 -0.6%
CIBC Private Wealth Group
58
CIBC Private Wealth Group
Georgia
$14.6M 151,785 -483 -0.3%
APP
59
Avantax Planning Partners
Iowa
$14M 145,385 +13,961 +11%
UB
60
UMB Bank
Missouri
$13.8M 143,616 -25,941 -15%
TFCP
61
Twin Focus Capital Partners
Massachusetts
$13.6M 141,582 +4,185 +3%
SEI Investments
62
SEI Investments
Pennsylvania
$13.4M 139,926 -270,153 -66%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$13.4M 139,083 +20,486 +17%
Stifel Financial
64
Stifel Financial
Missouri
$13.2M 137,044 -2,236 -2%
RFA
65
RTD Financial Advisors
Pennsylvania
$13.2M 136,979 -3,100 -2%
HSBC Holdings
66
HSBC Holdings
United Kingdom
$12.3M 127,668 -3,501 -3%
CAN
67
Cetera Advisor Networks
California
$12.1M 126,136 -3,165 -2%
LFWA
68
LBJ Family Wealth Advisors
Texas
$11.9M 152,224 +10,586 +7%
CM
69
Churchill Management
California
$11.8M 122,933 -7,487 -6%
HighTower Advisors
70
HighTower Advisors
Illinois
$11.4M 118,888 -4,071 -3%
BF
71
BOK Financial
Oklahoma
$11.4M 118,185 +10,734 +10%
Northern Trust
72
Northern Trust
Illinois
$10.4M 108,771 +5,304 +5%
FTS
73
Fifth Third Securities
Ohio
$10.3M 107,617 -1,695 -2%
BPWM
74
Badgley Phelps Wealth Managers
Washington
$10.2M 106,144 +11,009 +12%
Rockefeller Capital Management
75
Rockefeller Capital Management
New York
$9.96M 103,680 -385 -0.4%
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3
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