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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 %
OLVIG
776
Oliver Lagore Vanvalin Investment Group
Michigan
$3.82K 36 +36 New
GWSG
777
GPS Wealth Strategies Group
Colorado
$3.73K 35 +35 New
VCM
778
Versant Capital Management
Arizona
$3.61K 34 – –
CA
779
Clearstead Advisors
Ohio
$3.51K 33 – –
LC
780
Lindbrook Capital
California
$3.51K 33 – –
NFSG
781
Newbridge Financial Services Group
Florida
$3.5K 33 – –
JWM
782
Janiczek Wealth Management
Colorado
$3.28K 31 – –
VNA
783
Valley National Advisers
Pennsylvania
$3K 30 – –
TSA
784
Tri-Star Advisors
Texas
$2.5K 24 +24 New
OFG
785
Oxford Financial Group
Indiana
$2.12K 20 – –
PP
786
PFS Partners
New Jersey
$2.02K 19 – –
PGAM
787
Princeton Global Asset Management
New Jersey
$1.38K 13 – –
FAM
788
Family Asset Management
South Carolina
$1.17K 11 – –
AIP
789
Ahrens Investment Partners
Louisiana
$1.06K 10 +10 New
CL
790
COWA LLC
Oklahoma
$970 122,812 +122,812 New
FSWA
791
Financial Synergies Wealth Advisors
Texas
$769 7 – –
BIA
792
Bell Investment Advisors
California
$638 6 – –
FGAM
793
Financial Gravity Asset Management
Texas
$344 106 +1 +1%
SCA
794
Stonebridge Capital Advisors
Minnesota
$319 3 – –
BA
795
Ballast Advisors
Minnesota
$106 1 +1 New
FCAG
796
First Capital Advisors Group
New Jersey
$66 1 +1 New
RWM
797
Ruedi Wealth Management
Illinois
– – – –
AWMS
798
Advocacy Wealth Management Services
Georgia
– – -303,100 Closed
GG
799
GenWealth Group
New Jersey
– – -125,295 Closed
FTUS
800
Flow Traders U.S.
New York
– – -69,175 Closed
30 31
32
33 34