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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 %
JJBC
126
James J. Burns & Company
New York
$5.29M 49,785 +9,290 +23%
CWM
127
Connecticut Wealth Management
Connecticut
$5.25M 49,419 -45,311 -48%
CG
128
Corundum Group
Colorado
$5.16M 48,628 -346 -0.7%
Cetera Investment Advisers
129
Cetera Investment Advisers
Illinois
$5.14M 48,363 -3,304 -6%
AWMNH
130
Arcadia Wealth Management (New Hampshire)
New Hampshire
$5.09M 47,944 +2,629 +6%
CA
131
Cetera Advisors
Colorado
$4.94M 46,473 +7,024 +18%
FMII
132
Farmers & Merchants Investments Inc
Nebraska
$4.89M 46,023 +470 +1%
PFP
133
Pinnacle Financial Partners
Tennessee
$4.84M 45,617 +1,298 +3%
PGFC
134
Peapack-Gladstone Financial Corp
New Jersey
$4.78M 45,004 -1,181 -3%
GAB
135
German American Bancorp
Indiana
$4.71M 44,345 +2,005 +5%
RFC
136
Regions Financial Corp
Alabama
$4.63M 43,631 -744 -2%
Bank of New York Mellon
137
Bank of New York Mellon
New York
$4.62M 43,477 -1,557 -3%
GT
138
Glenmede Trust
Pennsylvania
$4.57M 43,052 – –
CWM
139
Chicago Wealth Management
Illinois
$4.32M 40,686 +40,686 New
ECM
140
Evergreen Capital Management
Washington
$4.29M 40,375 +2,386 +6%
CB
141
Community Bank
New York
$4.22M 39,703 +635 +2%
CW
142
CreativeOne Wealth
Kansas
$4.05M 38,142 -10,008 -21%
ANB
143
Amarillo National Bank
Texas
$4.02M 37,854 +2,018 +6%
William Blair & Company
144
William Blair & Company
Illinois
$3.99M 37,558 -3,286 -8%
MG
145
Mather Group
Illinois
$3.86M 36,373 -157 -0.4%
AWS
146
Atria Wealth Solutions
New York
$3.8M 35,796 -511 -1%
DWP
147
Destiny Wealth Partners
Florida
$3.8M 35,755 +2,060 +6%
CI
148
Conning Inc
Connecticut
$3.77M 35,471 +7,385 +26%
MPPLM
149
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.7M 34,809 +15,072 +76%
RFWA
150
RPg Family Wealth Advisory
Massachusetts
$3.62M 34,065 +6,848 +25%
4 5
6
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