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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 %
BF
76
BOK Financial
Oklahoma
$12.1M 113,919 -7,351 -6%
BC
77
Bartlett & Co
Ohio
$11.9M 112,162 +9,220 +9%
BCWM
78
Bartlett & Co Wealth Management
Ohio
$11.9M 112,162 +9,220 +9%
BPWM
79
Badgley Phelps Wealth Managers
Washington
$11.6M 109,534 +7,375 +7%
FWM
80
FSA Wealth Management
Massachusetts
$11.2M 105,425 +1,098 +1%
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$10.9M 102,394 +4,944 +5%
CIBC Private Wealth Group
82
CIBC Private Wealth Group
Georgia
$10.6M 145,332 -4,553 -3%
HIP
83
HUB Investment Partners
Texas
$10.6M 99,814 +463 +0.5%
FTS
84
Fifth Third Securities
Ohio
$10.4M 97,929 -4,825 -5%
BA
85
Bellwether Advisors
Nebraska
$10.4M 97,843 +97,843 New
Principal Financial Group
86
Principal Financial Group
Iowa
$10.3M 96,700 +4,600 +5%
BIM
87
Bridges Investment Management
Nebraska
$9.84M 92,615 – –
SPIA
88
Steward Partners Investment Advisory
New York
$9.78M 92,094 +475 +0.5%
Creative Planning
89
Creative Planning
Kansas
$9.78M 92,070 -12,325 -12%
JFG
90
JMG Financial Group
Illinois
$9.64M 90,765 -643 -0.7%
Janney Montgomery Scott
91
Janney Montgomery Scott
Pennsylvania
$9.45M 88,934 -195 -0.2%
JIC
92
Johnson Investment Counsel
Ohio
$9.42M 88,655 -4,124 -4%
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$9.19M 83,290 +361 +0.4%
FFN
94
Focus Financial Network
Minnesota
$9.17M 86,390 +5,605 +7%
PWAG
95
Polaris Wealth Advisory Group
California
$9.05M 85,258 -3,481 -4%
XF
96
XML Financial
Maryland
$9.02M 84,981 +1,173 +1%
MGIA
97
Moneta Group Investment Advisors
Missouri
$8.95M 84,244 +10,327 +14%
E
98
ETFidea
New York
$8.68M 81,743 +49 +0.1%
FHA
99
First Horizon Advisors
Tennessee
$8.43M 79,388 -110 -0.1%
Prudential Financial
100
Prudential Financial
New Jersey
$8.43M 81,820 +1,470 +2%
2 3
4
5 6