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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 %
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$8.97M 82,929 +10,339 +14%
MML Investors Services
102
MML Investors Services
Massachusetts
$8.84M 83,887 +6,662 +9%
XF
103
XML Financial
Maryland
$8.83M 83,808 +2,029 +2%
FPIS
104
Financial Planning & Information Services
Wisconsin
$8.81M 83,619 -1,019 -1%
E
105
ETFidea
New York
$8.61M 81,694 +307 +0.4%
LI
106
Leeward Investments
Massachusetts
$8.55M 81,123 +79,045 +3,804%
FFN
107
Focus Financial Network
Minnesota
$8.51M 80,785 +6,615 +9%
Prudential Financial
108
Prudential Financial
New Jersey
$8.46M 80,350 -5,788 -7%
MGIA
109
Moneta Group Investment Advisors
Missouri
$8.42M 73,917 +3,391 +5%
FHA
110
First Horizon Advisors
Tennessee
$8.37M 79,498 +3,270 +4%
SC
111
Savant Capital
Illinois
$7.48M 71,617 -23,611 -25%
WSTAM
112
Wilbanks Smith & Thomas Asset Management
Virginia
$7.48M 70,993 -1,071 -1%
LNC
113
Lincoln National Corp
Pennsylvania
$7.43M 70,560 +2,234 +3%
EARNEST Partners
114
EARNEST Partners
Georgia
$7.43M 70,502 +58,690 +497%
HSA
115
HBK Sorce Advisory
Pennsylvania
$7.34M 69,714 +32,786 +89%
MCM
116
MAI Capital Management
Ohio
$7.34M 69,648 +14,651 +27%
FTUS
117
Flow Traders U.S.
New York
$7.29M 69,175 -18,978 -22%
Citadel Advisors
118
Citadel Advisors
Florida
$6.59M 62,570 +49,027 +362%
Natixis Advisors
119
Natixis Advisors
Massachusetts
$6.51M 61,758 +45,887 +289%
IWA
120
Inspirion Wealth Advisors
Illinois
$6.42M 60,960 +83 +0.1%
WFA
121
WestHill Financial Advisors
California
$6.41M 60,863 -49 -0.1%
OAM
122
Occidental Asset Management
California
$6.33M 60,070 -285 -0.5%
BWA
123
Beam Wealth Advisors
Louisiana
$6.19M 58,763 +2,791 +5%
Carson Wealth (CWM LLC)
124
Carson Wealth (CWM LLC)
Nebraska
$6.15M 58,362 +6,996 +14%
Thrivent Financial for Lutherans
125
Thrivent Financial for Lutherans
Minnesota
$6.15M 58,133 -4,676 -7%
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5
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