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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 %
COCM
776
Charter Oak Capital Management
New Hampshire
– – -1,574 Closed
VVP
777
Venture Visionary Partners
Ohio
– – -1,114 Closed
CS
778
Credit Suisse
Switzerland
– – -895 Closed
SWM
779
SeaCrest Wealth Management
New York
– – -830 Closed
AC
780
AlphaCore Capital
California
– – -673 Closed
PFGIA
781
Patriot Financial Group Insurance Agency
Massachusetts
– – -490 Closed
SCA
782
Stonebridge Capital Advisors
Minnesota
– – -454 Closed
CWM
783
Curi Wealth Management
North Carolina
– – -451 Closed
SIAP
784
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– – -434 Closed
PFSC
785
Peoples Financial Services Corp
Pennsylvania
– – -295 Closed
BWL
786
Bogart Wealth LLC
Virginia
– – -228 Closed
JPLA
787
Joseph P. Lucia & Associates
New York
– – -221 Closed
CCM
788
Chilton Capital Management
Texas
– – -202 Closed
EW
789
Evoke Wealth
California
– – -172 Closed
SFG
790
Steward Financial Group
Texas
– – -140 Closed
BMD
791
Better Money Decisions
New Mexico
– – -108 Closed
AWM
792
Activest Wealth Management
Florida
– – -92 Closed
CAGAS
793
Capital Advisory Group Advisory Services
Minnesota
– – -62 Closed
DFC
794
DB Fitzpatrick & Co
Idaho
– – -62 Closed
BW
795
Bison Wealth
Georgia
– – -40 Closed
LF
796
Lee Financial
Texas
– – -29 Closed
AA
797
Addison Advisors
Vermont
– – -22 Closed
OLVIG
798
Oliver Lagore Vanvalin Investment Group
Michigan
– – -16 Closed
AIP
799
Ahrens Investment Partners
Louisiana
– – -10 Closed
CA
800
CoreCap Advisors
Michigan
– – -7 Closed
29 30 31
32
33