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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 %
NW
126
NewEdge Wealth
Pennsylvania
$6.1M 57,891 -6,367 -10%
TRCT
127
Tower Research Capital (TRC)
New York
$6.01M 57,010 +56,950 +94,917%
BFG
128
Bleakley Financial Group
New Jersey
$5.96M 56,597 +56,597 New
KPWS
129
Kestra Private Wealth Services
Texas
$5.89M 55,873 +2,259 +4%
AI
130
Accredited Investors
Minnesota
$5.82M 55,240 +47,907 +653%
PIA
131
Powell Investment Advisors
Florida
$5.48M 52,058 +468 +0.9%
Cetera Investment Advisers
132
Cetera Investment Advisers
Illinois
$5.44M 51,667 +17,352 +51%
KCM
133
Kennedy Capital Management
Missouri
$5.17M 49,052 +30,122 +159%
CG
134
Corundum Group
Colorado
$5.16M 48,974 +219 +0.4%
CIBC World Market
135
CIBC World Market
Ontario, Canada
$5.08M 48,226 -1,077 -2%
SWM
136
Southern Wealth Management
Texas
$5.07M 48,158 +623 +1%
CW
137
CreativeOne Wealth
Kansas
$5.07M 48,150 -142 -0.3%
PGFC
138
Peapack-Gladstone Financial Corp
New Jersey
$4.87M 46,185 -3,514 -7%
FMII
139
Farmers & Merchants Investments Inc
Nebraska
$4.8M 45,553 -1,397 -3%
SW
140
Simplicity Wealth
New Jersey
$4.78M 45,390 +42,840 +1,680%
AWMNH
141
Arcadia Wealth Management (New Hampshire)
New Hampshire
$4.77M 45,315 +45,315 New
Bank of New York Mellon
142
Bank of New York Mellon
New York
$4.74M 45,034 +706 +2%
RFC
143
Regions Financial Corp
Alabama
$4.67M 44,375 -235 -0.5%
PFP
144
Pinnacle Financial Partners
Tennessee
$4.67M 44,319 -6,837 -13%
GVAG
145
Great Valley Advisor Group
Delaware
$4.57M 43,351 +6,065 +16%
GT
146
Glenmede Trust
Pennsylvania
$4.54M 43,052 +3,057 +8%
GAB
147
German American Bancorp
Indiana
$4.46M 42,340 +2,032 +5%
William Blair & Company
148
William Blair & Company
Illinois
$4.3M 40,844 -2,744 -6%
JJBC
149
James J. Burns & Company
New York
$4.27M 40,495 -248 -0.6%
CA
150
Cetera Advisors
Colorado
$4.16M 39,449 +4,744 +14%
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6
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