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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

756 hedge funds and large institutions have $9.96B invested in iShares Russell Mid-Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 270 increasing their positions, 237 reducing their positions, and 60 closing their positions.

Holders
756
Holders Change
-5
Holders Change %
-0.66%
% of All Funds
12.78%
Holding in Top 10
32
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.03%
% of All Funds
0.54%
New
64
Increased
270
Reduced
237
Closed
60
Calls
$1.33M
Puts
–
Net Calls
+$1.33M
Net Calls Change
-$1.52M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$542M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$281M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$206M
4
US Bancorp
4
US Bancorp
Minnesota
$383M
5
SEI Investments
5
SEI Investments
Pennsylvania
$41.7M

Top Sellers

1
TF
1
TIAA FSB
Florida
$1.39B
2
American Century Companies
2
American Century Companies
Missouri
$0
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$669M
4
AP
4
Advisors Preferred
Maryland
$6.54M
5
GG
5
GenWealth Group
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CA
751
CoreCap Advisors
Michigan
$1K 7 +7 New
GG
752
Gleason Group
Kentucky
$1K 7 +7 New
FSWA
753
Financial Synergies Wealth Advisors
Texas
$723 7 +7 New
IAIM
754
International Assets Investment Management
Florida
$616 6,061 +821 +16%
FGAM
755
Financial Gravity Asset Management
Texas
$329 102 -18 -15%
RDIA
756
RE Dickinson Investment Advisors
Iowa
$21 203 – –
American Century Companies
757
American Century Companies
Missouri
– – -2,321,674 Closed
GG
758
GenWealth Group
New Jersey
– – -143,638 Closed
AssetMark Inc
759
AssetMark Inc
California
$0 4 -101,045 -100%
CWM
760
Chicago Wealth Management
Illinois
– – -66,963 Closed
Susquehanna International Group
761
Susquehanna International Group
Pennsylvania
– – -48,634 Closed
ASFA
762
All Season Financial Advisors
Colorado
– – -33,683 Closed
FFA
763
Freedman Financial Associates
Massachusetts
– – -22,052 Closed
MPPLM
764
Midwest Professional Planners Ltd (MPPL)
Wisconsin
– – -17,851 Closed
EVM
765
Eaton Vance Management
Massachusetts
– – -16,620 Closed
PCIA
766
Prime Capital Investment Advisors
Kansas
– – -14,000 Closed
CIAS
767
CFS Investment Advisory Services
New Jersey
– – -12,323 Closed
AWM
768
Aprio Wealth Management
Georgia
– – -8,932 Closed
TA
769
Tiedemann Advisors
New York
– – -5,377 Closed
PFM
770
Phillips Financial Management
Indiana
– – -4,953 Closed
Dimensional Fund Advisors
771
Dimensional Fund Advisors
Texas
– – -4,460 Closed
T
772
TCWP
Ohio
– – -3,855 Closed
AI
773
Ariel Investments
Illinois
– – -3,199 Closed
MFG
774
Merit Financial Group
Georgia
– – -3,166 Closed
WMA
775
West Michigan Advisors
Michigan
– – -2,671 Closed
29 30
31
32 33