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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

756 hedge funds and large institutions have $9.96B invested in iShares Russell Mid-Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 270 increasing their positions, 237 reducing their positions, and 60 closing their positions.

Holders
756
Holders Change
-5
Holders Change %
-0.66%
% of All Funds
12.79%
Holding in Top 10
32
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.03%
% of All Funds
0.54%
New
64
Increased
270
Reduced
237
Closed
60
Calls
$1.33M
Puts
–
Net Calls
+$1.33M
Net Calls Change
-$1.52M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$542M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$281M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$206M
4
US Bancorp
4
US Bancorp
Minnesota
$383M
5
SEI Investments
5
SEI Investments
Pennsylvania
$41.7M

Top Sellers

1
TF
1
TIAA FSB
Florida
$1.39B
2
American Century Companies
2
American Century Companies
Missouri
$0
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$669M
4
AP
4
Advisors Preferred
Maryland
$6.54M
5
GG
5
GenWealth Group
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PGFC
126
Peapack-Gladstone Financial Corp
New Jersey
$5.17M 50,913 -163 -0.3%
PIA
127
Powell Investment Advisors
Florida
$5.1M 50,211 +6,292 +14%
FFN
128
Focus Financial Network
Minnesota
$5.1M 50,173 +25,648 +105%
BWA
129
Beam Wealth Advisors
Louisiana
$5.07M 49,920 +6,172 +14%
CIBC World Market
130
CIBC World Market
Ontario, Canada
$4.97M 48,903 -860 -2%
Bank of New York Mellon
131
Bank of New York Mellon
New York
$4.85M 47,750 +732 +2%
BB
132
Berkshire Bank
Massachusetts
$4.69M 46,204 -1,663 -3%
FMII
133
Farmers & Merchants Investments Inc
Nebraska
$4.64M 45,693 -82 -0.2%
RFC
134
Regions Financial Corp
Alabama
$4.54M 44,705 +2,177 +5%
KFP
135
KMG Fiduciary Partners
Ohio
$4.52M 44,465 -2,542 -5%
William Blair & Company
136
William Blair & Company
Illinois
$4.43M 43,570 +258 +0.6%
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$4.4M 43,352 +14,339 +49%
SWM
138
Southern Wealth Management
Texas
$4.31M 42,472 +5,079 +14%
EWA
139
EP Wealth Advisors
California
$4.18M 41,174 +5,900 +17%
MG
140
Mather Group
Illinois
$4.15M 40,861 -18 -0%
CB
141
Community Bank
New York
$4.03M 39,703 -200 -0.5%
ECM
142
Evergreen Capital Management
Washington
$3.96M 38,979 +6,814 +21%
CG
143
Corundum Group
Colorado
$3.91M 38,497 +38,497 New
GVAG
144
Great Valley Advisor Group
Delaware
$3.89M 38,275 +3,813 +11%
BlackRock
145
BlackRock
New York
$3.83M 37,745 +31,803 +535%
HSA
146
HBK Sorce Advisory
Pennsylvania
$3.83M 37,707 -2,521 -6%
GT
147
Glenmede Trust
Pennsylvania
$3.73M 36,687 +1,911 +5%
EARNEST Partners
148
EARNEST Partners
Georgia
$3.71M 36,525 +16,463 +82%
CAM
149
Cozad Asset Management
Illinois
$3.65M 35,889 -927 -3%
PRWA
150
Platte River Wealth Advisors
Colorado
$3.57M 35,117 – –
4 5
6
7 8