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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
12.81%
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 %
SG Americas Securities
751
SG Americas Securities
New York
– – -5,100 Closed
AWM
752
Atticus Wealth Management
Florida
– – -5,051 Closed
Qube Research & Technologies (QRT)
753
Qube Research & Technologies (QRT)
United Kingdom
– – -4,791 Closed
HWM
754
Horizon Wealth Management
Illinois
– – -4,658 Closed
IF
755
Intrua Financial
Texas
– – -4,382 Closed
CCP
756
Corient Capital Partners
California
– – -4,242 Closed
DIA
757
Dana Investment Advisors
Wisconsin
– – -4,176 Closed
SIC
758
Sterling Investment Counsel
New York
– – -3,928 Closed
RWG
759
Regal Wealth Group
California
– – -3,852 Closed
OIA
760
OneDigital Investment Advisors
Kansas
– – -2,875 Closed
TI
761
Trexquant Investment
Connecticut
– – -2,706 Closed
WAL
762
W Advisors LLC
Tennessee
– – -2,656 Closed
FPGK
763
Financial Partners Group (Kansas)
Kansas
– – -2,652 Closed
LC
764
LCNB Corp
Ohio
– – -2,572 Closed
CA
765
Continuum Advisory
Idaho
– – -2,548 Closed
BA
766
Bridgewater Advisors
New York
– – -2,466 Closed
LAS
767
Lloyd Advisory Services
Georgia
– – -2,335 Closed
KAM
768
Knightsbridge Asset Management
California
– – -2,170 Closed
PFM
769
Peak Financial Management
Massachusetts
– – -2,120 Closed
CSWM
770
Cassady Schiller Wealth Management
Ohio
– – -2,109 Closed
CAG
771
Crestwood Advisors Group
Massachusetts
– – -2,068 Closed
FPCG
772
Forum Private Client Group
Indiana
– – -2,054 Closed
1IA
773
1834 Investment Advisors
Wisconsin
– – -2,049 Closed
CIA
774
Capital Investment Advisors
Georgia
– – -1,978 Closed
CSPIA
775
Cary Street Partners Investment Advisory
Virginia
– – -1,647 Closed
29 30
31
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