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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 %
CP
51
Covenant Partners
Tennessee
$19.6M 185,924 +11,764 +7%
APP
52
Avantax Planning Partners
Iowa
$19.4M 184,128 +38,743 +27%
LL
53
LPWM LLC
Minnesota
$18.9M 172,831 +3,441 +2%
Fifth Third Bancorp
54
Fifth Third Bancorp
Ohio
$18.8M 178,382 +10,745 +6%
Baird Financial Group
55
Baird Financial Group
Wisconsin
$18.2M 173,198 -4,183 -2%
HAFS
56
Hapanowicz & Associates Financial Services
Pennsylvania
$17.9M 169,965 +302 +0.2%
Brown Advisory
57
Brown Advisory
Maryland
$17.3M 164,120 -31,033 -16%
AMG
58
Asset Management Group
Connecticut
$16.6M 157,852 +1,674 +1%
TSW
59
Thompson Siegel & Walmsley
Virginia
$16.6M 157,600 +70,062 +80%
RA
60
Rodgers & Associates
Pennsylvania
$16.5M 156,628 +756 +0.5%
FC
61
Forte Capital
New York
$16.2M 153,643 -2,304 -1%
TFCP
62
Twin Focus Capital Partners
Massachusetts
$15.7M 149,338 +7,756 +5%
WA
63
Waverly Advisors
Alabama
$15.2M 143,874 +69,641 +94%
Stifel Financial
64
Stifel Financial
Missouri
$14.7M 139,749 +2,705 +2%
CIBC Private Wealth Group
65
CIBC Private Wealth Group
Georgia
$14.5M 149,885 -1,900 -1%
UB
66
UMB Bank
Missouri
$14.5M 137,559 -6,057 -4%
RFA
67
RTD Financial Advisors
Pennsylvania
$14.5M 137,217 +238 +0.2%
LFWA
68
LBJ Family Wealth Advisors
Texas
$14.3M 136,143 -16,081 -11%
HighTower Advisors
69
HighTower Advisors
Illinois
$14.1M 133,759 +14,871 +13%
NA
70
NewEdge Advisors
Louisiana
$14M 136,929 +41,208 +43%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$14M 132,746 -6,337 -5%
CAN
72
Cetera Advisor Networks
California
$13.8M 131,394 +5,258 +4%
HSBC Holdings
73
HSBC Holdings
United Kingdom
$13.3M 125,856 -1,812 -1%
GG
74
GenWealth Group
New Jersey
$13.2M 125,295 +125,295 New
NI
75
Nuance Investments
Missouri
$13M 124,595 +56,724 +84%
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