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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

830 hedge funds and large institutions have $10.6B invested in iShares Russell Mid-Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 260 increasing their positions, 258 reducing their positions, and 32 closing their positions.

Holders
830
Holders Change
+89
Holders Change %
+12.01%
% of All Funds
13.39%
Holding in Top 10
36
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.88%
% of All Funds
0.58%
New
134
Increased
260
Reduced
258
Closed
32
Calls
$5.47M
Puts
$42K
Net Calls
+$5.43M
Net Calls Change
+$4.62M

Top Buyers

1
CCWM
1
Cassaday & Co Wealth Management
Virginia
$87.6M
2
Wells Fargo
2
Wells Fargo
California
$643M
3
FCAM
3
First Citizens Asset Management
North Carolina
$19.7M
4
US Bancorp
4
US Bancorp
Minnesota
$421M
5
GG
5
GenWealth Group
New Jersey
$13.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$845M
2
American Century Companies
2
American Century Companies
Missouri
$149M
3
TF
3
TIAA FSB
Florida
$1.37B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$262M
5
ACA
5
Anchor Capital Advisors
Massachusetts
$22.3M
Name Market Value Shares Shares
Change 		Shares
Change %
FSWA
826
Financial Synergies Wealth Advisors
Texas
$759 7 – –
CA
827
CoreCap Advisors
Michigan
$737 7 +7 New
BIA
828
Bell Investment Advisors
California
$632 6 – –
SCA
829
Stonebridge Capital Advisors
Minnesota
$316 3 +3 New
CMP
830
Coston McIsaac & Partners
Maine
$187 1,783 – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
831
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– – -102,600 Closed
MA
832
MUFG Americas
New York
– – -31,681 Closed
CA
833
CGN Advisors
Kansas
– – -12,942 Closed
CCFP
834
Charles Carroll Financial Partners
Massachusetts
– – -11,900 Closed
Bank of Nova Scotia
835
Bank of Nova Scotia
Ontario, Canada
– – -8,700 Closed
YIH
836
Y-Intercept (HK)
Hong Kong
– – -7,167 Closed
KP
837
Keel Point
Alabama
– – -3,896 Closed
PWM
838
PRW Wealth Management
Massachusetts
– – -3,761 Closed
CPSC
839
Carl P. Sherr & Co
Massachusetts
– – -3,759 Closed
BFA
840
BMS Financial Advisors
South Dakota
– – -3,375 Closed
WWM
841
Western Wealth Management
Colorado
– – -3,163 Closed
CI
842
CX Institutional
Indiana
– – -3,077 Closed
MSFS
843
Main Street Financial Solutions
Pennsylvania
– – -2,719 Closed
VCP
844
Verus Capital Partners
Arizona
– – -2,679 Closed
PFC
845
Phocas Financial Corp
California
– – -2,400 Closed
ATC
846
Argent Trust Co
Tennessee
– – -2,132 Closed
CL
847
COWA LLC
Oklahoma
– – -970 Closed
EIP
848
Ellis Investment Partners
Pennsylvania
– – -546 Closed
AIP
849
Almanack Investment Partners
Pennsylvania
– – -480 Closed
ARIS
850
Advanced Research Investment Solutions
California
– – -473 Closed
31 32 33
34
35