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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
12.82%
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 %
SEM
76
Strategic Equity Management
Arizona
$9.93M 103,381 +24,219 +31%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
77
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$9.86M 102,600 +102,600 New
Principal Financial Group
78
Principal Financial Group
Iowa
$9.8M 102,000 +9,000 +10%
Creative Planning
79
Creative Planning
Kansas
$9.78M 101,819 +2,880 +3%
GW
80
GW & Wade
Massachusetts
$9.74M 101,430 +1,157 +1%
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$9.72M 101,228 -15,527 -13%
AAS
82
Avantax Advisory Services
Texas
$9.71M 101,084 +5,330 +6%
HIP
83
HUB Investment Partners
Texas
$9.43M 98,181 +1,115 +1%
BCWM
84
Bartlett & Co Wealth Management
Ohio
$9.24M 96,201 -7,923 -8%
BC
85
Bartlett & Co
Ohio
$9.24M 96,201 -7,923 -8%
JIC
86
Johnson Investment Counsel
Ohio
$9.21M 95,880 +176 +0.2%
NA
87
NewEdge Advisors
Louisiana
$9.19M 95,721 +10,311 +12%
SC
88
Savant Capital
Illinois
$9.15M 95,228 -6,268 -6%
CWM
89
Connecticut Wealth Management
Connecticut
$9.14M 95,179 +427 +0.5%
PWAG
90
Polaris Wealth Advisory Group
California
$8.93M 91,423 -3,723 -4%
BIM
91
Bridges Investment Management
Nebraska
$8.9M 92,615 – –
JFG
92
JMG Financial Group
Illinois
$8.84M 92,031 -2,598 -3%
FWM
93
FSA Wealth Management
Massachusetts
$8.8M 91,649 +86,552 +1,698%
SPIA
94
Steward Partners Investment Advisory
New York
$8.66M 90,198 -31,949 -26%
FTUS
95
Flow Traders U.S.
New York
$8.47M 88,153 +88,153 New
TSW
96
Thompson Siegel & Walmsley
Virginia
$8.41M 87,538 -17,541 -17%
Prudential Financial
97
Prudential Financial
New Jersey
$8.33M 86,138 -5,869 -6%
FPIS
98
Financial Planning & Information Services
Wisconsin
$8.13M 84,638 -686 -0.8%
AFP
99
Ausdal Financial Partners
Iowa
$8.08M 84,156 -893 -1%
XF
100
XML Financial
Maryland
$7.86M 81,779 +2,573 +3%
2 3
4
5 6