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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

783 hedge funds and large institutions have $9.58B invested in iShares Russell Mid-Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 207 increasing their positions, 298 reducing their positions, and 50 closing their positions.

Holders
783
Holders Change
-14
Holders Change %
-1.76%
% of All Funds
12.49%
Holding in Top 10
25
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-21.88%
% of All Funds
0.4%
New
48
Increased
207
Reduced
298
Closed
50
Calls
$3.01M
Puts
$1.64M
Net Calls
+$1.37M
Net Calls Change
-$1.71M

Top Buyers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$1.34B
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$252M
3
American Century Companies
3
American Century Companies
Missouri
$238M
4
Bank of America
4
Bank of America
North Carolina
$470M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$46.3M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$96.7M
2
BCIM
2
Bishop & Co Investment Management
Pennsylvania
$229K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$38.9M
4
Victory Capital Management
4
Victory Capital Management
Texas
$146M
5
TAIM
5
TD Ameritrade Investment Management
Nebraska
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Mercer Global Advisors
101
Mercer Global Advisors
Colorado
$7.43M 71,248 +48,708 +216%
SC
102
Savant Capital
Illinois
$7.24M 69,380 -2,560 -4%
Janney Montgomery Scott
103
Janney Montgomery Scott
Pennsylvania
$7.19M 68,930 +491 +0.7%
PP
104
Pegasus Partners
Wisconsin
$7.14M 68,460 +52,287 +323%
FCAM
105
First Citizens Asset Management
North Carolina
$7.14M 68,423 -9,082 -12%
MCM
106
MAI Capital Management
Ohio
$7.1M 68,038 +2,409 +4%
TSW
107
Thompson Siegel & Walmsley
Virginia
$7.01M 67,144 +19,170 +40%
MML Investors Services
108
MML Investors Services
Massachusetts
$6.85M 65,630 -4,144 -6%
WSTAM
109
Wilbanks Smith & Thomas Asset Management
Virginia
$6.83M 65,495 -1,227 -2%
WFA
110
WestHill Financial Advisors
California
$6.8M 65,178 +3,414 +6%
PAG
111
Private Advisor Group
New Jersey
$6.7M 64,256 +186 +0.3%
SW
112
Simplicity Wealth
New Jersey
$6.32M 60,578 +2,945 +5%
JPMPWA
113
J.P. Morgan Private Wealth Advisors
California
$6.15M 58,954 -16,976 -22%
Charles Schwab
114
Charles Schwab
California
$6.14M 58,880 +58,880 New
IWA
115
Inspirion Wealth Advisors
Illinois
$6.14M 58,817 -451 -0.8%
AI
116
Accredited Investors
Minnesota
$6.05M 57,979 +6,966 +14%
NW
117
NewEdge Wealth
Pennsylvania
$5.97M 57,228 -253 -0.4%
Cambridge Investment Research Advisors
118
Cambridge Investment Research Advisors
Iowa
$5.7M 54,620 -74,424 -58%
ML
119
McAdam LLC
Pennsylvania
$5.55M 53,144 +1,562 +3%
CG
120
Corundum Group
Colorado
$5.42M 51,899 – –
SS
121
Simplicity Solutions
Minnesota
$5.36M 51,400 -59,529 -54%
BFG
122
Bleakley Financial Group
New Jersey
$5.36M 51,400 +63 +0.1%
AllianceBernstein
123
AllianceBernstein
Tennessee
$5.3M 50,794 +41,284 +434%
LI
124
Leeward Investments
Massachusetts
$5.07M 48,627 -530 -1%
JJBC
125
James J. Burns & Company
New York
$5.07M 48,567 -716 -1%
3 4
5
6 7