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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 %
ML
151
McAdam LLC
Pennsylvania
$3.54M 34,880 +1,245 +4%
CG
152
Colony Group
Massachusetts
$3.51M 34,560 +134 +0.4%
MA
153
MUFG Americas
New York
$3.4M 33,458 +1,807 +6%
PFM
154
Parsec Financial Management
North Carolina
$3.36M 33,041 -398 -1%
FIM
155
Freedom Investment Management
Connecticut
$3.3M 32,501 +1,963 +6%
ES
156
Eagle Strategies
New York
$3.29M 32,427 +13,042 +67%
DWP
157
Destiny Wealth Partners
Florida
$3.26M 32,052 +1,428 +5%
CA
158
Cetera Advisors
Colorado
$3.19M 31,414 +5,934 +23%
CCM
159
Condor Capital Management
New Jersey
$3.18M 31,262 +608 +2%
ONB
160
Old National Bancorp
Indiana
$3.16M 31,075 +28,356 +1,043%
AF
161
Advisornet Financial
Minnesota
$3.14M 30,925 +443 +1%
KCM
162
Kennedy Capital Management
Missouri
$3.13M 30,830 +13,343 +76%
IP
163
Investment Partners
Ohio
$3.1M 30,483 -1,230 -4%
LPIC
164
LeJeune Puetz Investment Counsel
Michigan
$3.05M 30,000 -3,072 -9%
Cetera Investment Advisers
165
Cetera Investment Advisers
Illinois
$2.97M 29,253 +3,124 +12%
ANB
166
Amarillo National Bank
Texas
$2.96M 29,177 -162 -0.6%
T. Rowe Price Associates
167
T. Rowe Price Associates
Maryland
$2.95M 29,058 – –
DI
168
Disciplined Investments
Oklahoma
$2.95M 29,012 +1,165 +4%
RFWA
169
RPg Family Wealth Advisory
Massachusetts
$2.92M 28,722 +857 +3%
JF
170
JSF Financial
California
$2.91M 28,690 +28,690 New
DIM
171
Delta Investment Management
California
$2.87M 28,233 -99,075 -78%
GAB
172
German American Bancorp
Indiana
$2.87M 28,238 +28,238 New
NFC
173
Northeast Financial Consultants
Connecticut
$2.82M 27,788 +43 +0.2%
HGWM
174
Horst & Graben Wealth Management
Oregon
$2.81M 27,664 -1,567 -5%
AB
175
Atlas Brown
Kentucky
$2.78M 27,371 +70 +0.3%
5 6
7
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