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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 %
BF
76
BOK Financial
Oklahoma
$12.8M 121,270 +3,085 +3%
Rockefeller Capital Management
77
Rockefeller Capital Management
New York
$12.7M 120,273 +16,593 +16%
CM
78
Churchill Management
California
$12.6M 119,474 -3,459 -3%
Goldman Sachs
79
Goldman Sachs
New York
$12.4M 117,479 +43,682 +59%
Northern Trust
80
Northern Trust
Illinois
$12M 113,931 +5,160 +5%
GW
81
GW & Wade
Massachusetts
$11.7M 110,736 +9,306 +9%
SEI Investments
82
SEI Investments
Pennsylvania
$11.6M 110,124 -29,802 -21%
AAS
83
Avantax Advisory Services
Texas
$11.3M 107,112 +6,028 +6%
Creative Planning
84
Creative Planning
Kansas
$11M 104,395 +2,576 +3%
FWM
85
FSA Wealth Management
Massachusetts
$11M 104,327 +12,678 +14%
BC
86
Bartlett & Co
Ohio
$10.8M 102,942 +6,741 +7%
BCWM
87
Bartlett & Co Wealth Management
Ohio
$10.8M 102,942 +6,741 +7%
SEM
88
Strategic Equity Management
Arizona
$10.8M 102,759 -622 -0.6%
FTS
89
Fifth Third Securities
Ohio
$10.8M 102,754 -4,863 -5%
BPWM
90
Badgley Phelps Wealth Managers
Washington
$10.8M 102,159 -3,985 -4%
HIP
91
HUB Investment Partners
Texas
$10.5M 99,351 +1,170 +1%
CAPTRUST Financial Advisors
92
CAPTRUST Financial Advisors
North Carolina
$10.3M 97,450 -3,778 -4%
CWM
93
Connecticut Wealth Management
Connecticut
$9.98M 94,730 -449 -0.5%
PWAG
94
Polaris Wealth Advisory Group
California
$9.82M 88,739 -2,684 -3%
JIC
95
Johnson Investment Counsel
Ohio
$9.77M 92,779 -3,101 -3%
BIM
96
Bridges Investment Management
Nebraska
$9.76M 92,615 – –
Principal Financial Group
97
Principal Financial Group
Iowa
$9.7M 92,100 -9,900 -10%
SPIA
98
Steward Partners Investment Advisory
New York
$9.65M 91,619 +1,421 +2%
JFG
99
JMG Financial Group
Illinois
$9.63M 91,408 -623 -0.7%
Janney Montgomery Scott
100
Janney Montgomery Scott
Pennsylvania
$9.39M 89,129 +8,668 +11%
2 3
4
5 6