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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 %
CB
151
Community Bank
New York
$4.12M 39,068 +150 +0.4%
ML
152
McAdam LLC
Pennsylvania
$4.09M 33,455 -1,871 -5%
ECM
153
Evergreen Capital Management
Washington
$4M 37,989 -1,078 -3%
PFO
154
Pathstone Family Office
New Jersey
$3.93M 37,432 +16 +0%
MG
155
Mather Group
Illinois
$3.85M 36,530 +257 +0.7%
OAM
156
Oppenheimer Asset Management
New York
$3.84M 36,439 +36,439 New
EWA
157
EP Wealth Advisors
California
$3.83M 36,371 -855 -2%
AWS
158
Atria Wealth Solutions
New York
$3.82M 36,307 +933 +3%
ANB
159
Amarillo National Bank
Texas
$3.77M 35,836 -2,169 -6%
DWP
160
Destiny Wealth Partners
Florida
$3.55M 33,695 +1,771 +6%
IP
161
Investment Partners
Ohio
$3.52M 33,399 -2,191 -6%
PP
162
Pegasus Partners
Wisconsin
$3.5M 33,266 +24,356 +273%
PRWA
163
Platte River Wealth Advisors
Colorado
$3.48M 33,052 -2,065 -6%
PFM
164
Parsec Financial Management
North Carolina
$3.45M 32,772 -131 -0.4%
AF
165
Advisornet Financial
Minnesota
$3.43M 32,552 -3,292 -9%
CCM
166
Condor Capital Management
New Jersey
$3.41M 32,388 +1,325 +4%
PAG
167
Private Advisor Group
New Jersey
$3.41M 68,336 +13,274 +24%
Susquehanna International Group
168
Susquehanna International Group
Pennsylvania
$3.4M 32,259 -8,539 -21%
VW
169
Vance Wealth
California
$3.33M 31,648 +1,912 +6%
BlackRock
170
BlackRock
New York
$3.3M 31,305 +27,291 +680%
VCM
171
Virtue Capital Management
Tennessee
$3.29M 31,236 +7,387 +31%
FIM
172
Freedom Investment Management
Connecticut
$3.25M 30,831 -567 -2%
LPIC
173
LeJeune Puetz Investment Counsel
Michigan
$3.16M 30,000 – –
WP
174
WealthShield Partners
North Carolina
$3.09M 29,301 +4,145 +16%
DI
175
Disciplined Investments
Oklahoma
$3.07M 29,107 +45 +0.2%
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7
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