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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 %
E
101
ETFidea
New York
$7.82M 81,387 +4,226 +5%
Janney Montgomery Scott
102
Janney Montgomery Scott
Pennsylvania
$7.73M 80,461 +429 +0.5%
MML Investors Services
103
MML Investors Services
Massachusetts
$7.42M 77,225 +1,983 +3%
FHA
104
First Horizon Advisors
Tennessee
$7.32M 76,228 +318 +0.4%
LHC
105
Little House Capital
Massachusetts
$7.31M 76,060 +6,409 +9%
WA
106
Waverly Advisors
Alabama
$7.13M 74,233 +7,790 +12%
FFN
107
Focus Financial Network
Minnesota
$7.12M 74,170 +23,997 +48%
Goldman Sachs
108
Goldman Sachs
New York
$7.09M 73,797 -1,125 -2%
WSTAM
109
Wilbanks Smith & Thomas Asset Management
Virginia
$6.92M 72,064 -1,356 -2%
MGIA
110
Moneta Group Investment Advisors
Missouri
$6.77M 70,526 -7,253 -9%
LNC
111
Lincoln National Corp
Pennsylvania
$6.56M 68,326 -396 -0.6%
NI
112
Nuance Investments
Missouri
$6.55M 67,871 -11,015 -14%
NW
113
NewEdge Wealth
Pennsylvania
$6.17M 64,258 -424 -0.7%
Thrivent Financial for Lutherans
114
Thrivent Financial for Lutherans
Minnesota
$6.07M 62,809 -7,640 -11%
WFA
115
WestHill Financial Advisors
California
$5.85M 60,912 +768 +1%
IWA
116
Inspirion Wealth Advisors
Illinois
$5.85M 60,877 -460 -0.7%
OAM
117
Occidental Asset Management
California
$5.8M 60,355 +1,781 +3%
BWA
118
Beam Wealth Advisors
Louisiana
$5.38M 55,972 +6,052 +12%
PAG
119
Private Advisor Group
New Jersey
$5.29M 55,062 -55,346 -50%
MCM
120
MAI Capital Management
Ohio
$5.28M 54,997 +1,973 +4%
KPWS
121
Kestra Private Wealth Services
Texas
$5.15M 53,614 +2,249 +4%
SWM
122
Southern Wealth Management
Texas
$4.99M 47,535 +5,063 +12%
PIA
123
Powell Investment Advisors
Florida
$4.96M 51,590 +1,379 +3%
Carson Wealth (CWM LLC)
124
Carson Wealth (CWM LLC)
Nebraska
$4.93M 51,366 +8,014 +18%
PFP
125
Pinnacle Financial Partners
Tennessee
$4.91M 51,156 -6,989 -12%
3 4
5
6 7