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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 %
Citadel Advisors
801
Citadel Advisors
Florida
– – -62,570 Closed
OAM
802
Oppenheimer Asset Management
New York
– – -36,439 Closed
VCM
803
Virtue Capital Management
Tennessee
– – -31,236 Closed
WC
804
Wealth CMT
New Jersey
– – -22,148 Closed
AP
805
Advisors Preferred
Maryland
– – -20,381 Closed
RP
806
Reinhart Partners
Wisconsin
– – -17,788 Closed
AI
807
Atria Investments
North Carolina
– – -13,898 Closed
CRM
808
Cramer Rosenthal McGlynn
Connecticut
– – -12,675 Closed
HF
809
HRT Financial
New York
– – -12,585 Closed
LTL
810
Lowery Thomas LLC
California
– – -12,334 Closed
LFA
811
LGT Financial Advisors
Texas
– – -11,152 Closed
IAG
812
Investmark Advisory Group
Connecticut
– – -10,542 Closed
TSS
813
Two Sigma Securities
New York
– – -10,350 Closed
Renaissance Technologies
814
Renaissance Technologies
New York
– – -10,200 Closed
LCM
815
Leisure Capital Management
California
– – -9,299 Closed
AI
816
Ariel Investments
Illinois
– – -8,451 Closed
NL
817
Navalign LLC
California
– – -8,121 Closed
FFG
818
Ford Financial Group
California
– – -7,044 Closed
BWP
819
Balboa Wealth Partners
Arizona
– – -6,259 Closed
KAM
820
Knightsbridge Asset Management
California
– – -6,164 Closed
Boston Partners
821
Boston Partners
Massachusetts
– – -5,280 Closed
RhumbLine Advisers
822
RhumbLine Advisers
Massachusetts
– – -4,690 Closed
NIG
823
NFJ Investment Group
Texas
– – -4,199 Closed
WIM
824
WealthPlan Investment Management
Nebraska
– – -4,069 Closed
VPIM
825
Vanguard Personalized Indexing Management
California
– – -3,565 Closed
31 32
33
34 35