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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.

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
1
American Century Companies
Missouri
$310M
2
Victory Capital Management
2
Victory Capital Management
Texas
$219M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$702M
4
Betterment LLC
4
Betterment LLC
New York
$235M
5
SEI Investments
5
SEI Investments
Pennsylvania
$25.1M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$399M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$117M
3
Bank of America
3
Bank of America
North Carolina
$425M
4
AWMS
4
Advocacy Wealth Management Services
Georgia
$0
5
Wells Fargo
5
Wells Fargo
California
$629M
Name Market Value Shares Shares
Change 		Shares
Change %
LL
51
LPWM LLC
Minnesota
$18.7M 176,451 +3,620 +2%
Baird Financial Group
52
Baird Financial Group
Wisconsin
$18.3M 172,483 -715 -0.4%
HAFS
53
Hapanowicz & Associates Financial Services
Pennsylvania
$18.2M 170,937 +972 +0.6%
Brown Advisory
54
Brown Advisory
Maryland
$17.4M 163,921 -199 -0.1%
FC
55
Forte Capital
New York
$17.3M 162,522 +8,879 +6%
AMG
56
Asset Management Group
Connecticut
$16.8M 158,482 +630 +0.4%
RA
57
Rodgers & Associates
Pennsylvania
$16.5M 155,319 -1,309 -0.8%
TFCP
58
Twin Focus Capital Partners
Massachusetts
$15.9M 149,314 -24 -0%
CAN
59
Cetera Advisor Networks
California
$14.9M 139,923 +8,529 +6%
WA
60
Waverly Advisors
Alabama
$14.8M 139,511 -4,363 -3%
RFA
61
RTD Financial Advisors
Pennsylvania
$14.4M 136,032 -1,185 -0.9%
LFWA
62
LBJ Family Wealth Advisors
Texas
$14.1M 132,924 -3,219 -2%
NA
63
NewEdge Advisors
Louisiana
$13.9M 130,824 -6,105 -4%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$13.8M 130,043 -2,703 -2%
Stifel Financial
65
Stifel Financial
Missouri
$13.7M 128,754 -10,995 -8%
HighTower Advisors
66
HighTower Advisors
Illinois
$13.5M 127,007 -6,752 -5%
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$13.4M 125,944 +5,671 +5%
HSBC Holdings
68
HSBC Holdings
United Kingdom
$13.3M 125,509 -347 -0.3%
UB
69
UMB Bank
Missouri
$13.2M 124,262 -13,297 -10%
Goldman Sachs
70
Goldman Sachs
New York
$12.9M 121,159 +3,680 +3%
GW
71
GW & Wade
Massachusetts
$12.8M 120,513 +9,777 +9%
AAS
72
Avantax Advisory Services
Texas
$12.7M 119,991 +12,879 +12%
CM
73
Churchill Management
California
$12.5M 117,530 -1,944 -2%
Northern Trust
74
Northern Trust
Illinois
$12.4M 116,678 +2,747 +2%
ACA
75
Anchor Capital Advisors
Massachusetts
$12.3M 116,089 -95,531 -45%
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