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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 %
SEM
101
Strategic Equity Management
Arizona
$8.05M 75,788 -26,971 -26%
FPIS
102
Financial Planning & Information Services
Wisconsin
$8.04M 75,750 -7,869 -9%
KPWS
103
Kestra Private Wealth Services
Texas
$8.04M 75,666 +19,793 +35%
MML Investors Services
104
MML Investors Services
Massachusetts
$7.74M 72,905 -10,982 -13%
SC
105
Savant Capital
Illinois
$7.65M 72,052 +435 +0.6%
SS
106
Simplicity Solutions
Minnesota
$7.45M 70,164 +49,996 +248%
LNC
107
Lincoln National Corp
Pennsylvania
$7.41M 69,785 -775 -1%
TSW
108
Thompson Siegel & Walmsley
Virginia
$7.37M 69,363 -88,237 -56%
WSTAM
109
Wilbanks Smith & Thomas Asset Management
Virginia
$7.21M 67,865 -3,128 -4%
MCM
110
MAI Capital Management
Ohio
$7.06M 66,492 -3,156 -5%
PAG
111
Private Advisor Group
New Jersey
$7.03M 66,168 -2,168 -3%
WFA
112
WestHill Financial Advisors
California
$6.48M 61,054 +191 +0.3%
IWA
113
Inspirion Wealth Advisors
Illinois
$6.42M 60,409 -551 -0.9%
LI
114
Leeward Investments
Massachusetts
$6.38M 60,089 -21,034 -26%
OAM
115
Occidental Asset Management
California
$6.38M 60,042 -28 -0%
SW
116
Simplicity Wealth
New Jersey
$6.22M 58,616 +13,226 +29%
NW
117
NewEdge Wealth
Pennsylvania
$6.18M 58,226 +335 +0.6%
BWA
118
Beam Wealth Advisors
Louisiana
$6.12M 57,659 -1,104 -2%
BFG
119
Bleakley Financial Group
New Jersey
$5.81M 54,709 -1,888 -3%
FCAM
120
First Citizens Asset Management
North Carolina
$5.6M 52,685 -134,037 -72%
PIA
121
Powell Investment Advisors
Florida
$5.57M 52,489 +431 +0.8%
AI
122
Accredited Investors
Minnesota
$5.47M 51,538 -3,702 -7%
SWM
123
Southern Wealth Management
Texas
$5.47M 51,495 +3,337 +7%
ML
124
McAdam LLC
Pennsylvania
$5.42M 51,082 +17,627 +53%
Carson Wealth (CWM LLC)
125
Carson Wealth (CWM LLC)
Nebraska
$5.36M 50,470 -7,892 -14%
3 4
5
6 7