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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 %
AT
776
American Trust
Kentucky
– – -2,590 Closed
ZIM
777
Zacks Investment Management
Illinois
– – -2,429 Closed
GIA
778
Guyasuta Investment Advisors
Pennsylvania
– – -2,428 Closed
MWM
779
Modera Wealth Management
New Jersey
– – -2,206 Closed
YIH
780
Y-Intercept (HK)
Hong Kong
– – -2,158 Closed
OWM
781
OneAscent Wealth Management
Alabama
– – -2,127 Closed
AWM
782
Altium Wealth Management
New York
– – -2,087 Closed
Fiera Capital (Canada)
783
Fiera Capital (Canada)
Quebec, Canada
– – -2,057 Closed
PIMG
784
Patriot Investment Management Group
Tennessee
– – -2,016 Closed
FPCG
785
Fort Pitt Capital Group
Pennsylvania
– – -1,991 Closed
GWM
786
GSB Wealth Management
Connecticut
– – -1,950 Closed
SWM
787
Shelton Wealth Management
Texas
– – -1,912 Closed
SIC
788
Sigma Investment Counselors
Michigan
– – -1,847 Closed
NB
789
Northwest Bancshares
Pennsylvania
– – -1,836 Closed
SRC
790
Shufro Rose & Co
New York
– – -1,827 Closed
MWP
791
Madison Wealth Partners
Wisconsin
– – -1,800 Closed
FHB
792
First Hawaiian Bank
Hawaii
– – -1,773 Closed
FMC
793
First Merchants Corp
Indiana
– – -1,770 Closed
FBFS
794
First Business Financial Services
Wisconsin
– – -1,735 Closed
DJSG
795
D.J. St. Germain
Massachusetts
– – -1,723 Closed
HW
796
Hancock Whitney
Mississippi
– – -1,703 Closed
AA
797
Auxano Advisors
Washington
– – -1,694 Closed
MAM
798
Madison Asset Management
Wisconsin
– – -1,684 Closed
APW
799
Aurora Private Wealth
New Jersey
– – -1,676 Closed
JWCA
800
J.W. Coons Advisors
Ohio
– – -1,673 Closed
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32
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