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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

741 hedge funds and large institutions have $9.69B invested in iShares Russell Mid-Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 219 increasing their positions, 272 reducing their positions, and 58 closing their positions.

Holders
741
Holders Change
-15
Holders Change %
-1.98%
% of All Funds
12.82%
Holding in Top 10
34
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.25%
% of All Funds
0.59%
New
53
Increased
219
Reduced
272
Closed
58
Calls
$1.2M
Puts
$394K
Net Calls
+$809K
Net Calls Change
-$523K

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$209M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$605M
3
FCBT
3
First Citizens Bank & Trust
North Carolina
$351M
4
Bank of America
4
Bank of America
North Carolina
$438M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$222M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$143M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$167M
3
SEI Investments
3
SEI Investments
Pennsylvania
$13.4M
4
TF
4
TIAA FSB
Florida
$1.29B
5
AFIMH
5
American Family Insurance Mutual Holding
Wisconsin
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IP
151
Investment Partners
Ohio
$3.42M 35,590 +5,107 +17%
AWS
152
Atria Wealth Solutions
New York
$3.4M 35,374 +14,262 +68%
ML
153
McAdam LLC
Pennsylvania
$3.39M 35,326 +446 +1%
PRWA
154
Platte River Wealth Advisors
Colorado
$3.37M 35,117 – –
CA
155
Cetera Advisors
Colorado
$3.33M 34,705 +3,291 +10%
Cetera Investment Advisers
156
Cetera Investment Advisers
Illinois
$3.3M 34,315 +5,062 +17%
PFM
157
Parsec Financial Management
North Carolina
$3.16M 32,903 -138 -0.4%
ES
158
Eagle Strategies
New York
$3.1M 32,236 -191 -0.6%
RFWA
159
RPg Family Wealth Advisory
Massachusetts
$3.09M 28,919 +197 +0.7%
DWP
160
Destiny Wealth Partners
Florida
$3.07M 31,924 -128 -0.4%
MA
161
MUFG Americas
New York
$3.04M 31,681 -1,777 -5%
FIM
162
Freedom Investment Management
Connecticut
$3.02M 31,398 -1,103 -3%
CCM
163
Condor Capital Management
New Jersey
$2.98M 31,063 -199 -0.6%
KFP
164
KMG Fiduciary Partners
Ohio
$2.96M 30,812 -13,653 -31%
ONB
165
Old National Bancorp
Indiana
$2.91M 30,240 -835 -3%
LPIC
166
LeJeune Puetz Investment Counsel
Michigan
$2.88M 30,000 – –
VW
167
Vance Wealth
California
$2.86M 29,736 +4,917 +20%
T. Rowe Price Associates
168
T. Rowe Price Associates
Maryland
$2.79M 29,058 – –
DI
169
Disciplined Investments
Oklahoma
$2.79M 29,062 +50 +0.2%
DIM
170
Delta Investment Management
California
$2.75M 28,588 +355 +1%
HGWM
171
Horst & Graben Wealth Management
Oregon
$2.74M 28,504 +840 +3%
AI
172
Atria Investments
North Carolina
$2.7M 28,053 +3,375 +14%
NFC
173
Northeast Financial Consultants
Connecticut
$2.67M 27,788 – –
WTB
174
Washington Trust Bank
Washington
$2.65M 27,579 +8,279 +43%
AB
175
Atlas Brown
Kentucky
$2.6M 27,050 -321 -1%
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