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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 %
VW
151
Vance Wealth
California
$3.61M 34,011 +2,363 +7%
IP
152
Investment Partners
Ohio
$3.56M 33,530 +131 +0.4%
HSA
153
HBK Sorce Advisory
Pennsylvania
$3.51M 33,078 -36,636 -53%
WP
154
WealthShield Partners
North Carolina
$3.5M 32,997 +3,696 +13%
GVAG
155
Great Valley Advisor Group
Delaware
$3.49M 32,825 -10,526 -24%
CCM
156
Condor Capital Management
New Jersey
$3.45M 32,532 +144 +0.4%
PFM
157
Parsec Financial Management
North Carolina
$3.36M 31,627 -1,145 -3%
Natixis Advisors
158
Natixis Advisors
Massachusetts
$3.35M 31,558 -30,200 -49%
LPIC
159
LeJeune Puetz Investment Counsel
Michigan
$3.19M 30,000 – –
FIM
160
Freedom Investment Management
Connecticut
$3.15M 29,634 -1,197 -4%
AF
161
Advisornet Financial
Minnesota
$3.12M 29,343 -3,209 -10%
DI
162
Disciplined Investments
Oklahoma
$3.1M 29,146 +39 +0.1%
T. Rowe Price Associates
163
T. Rowe Price Associates
Maryland
$3.09M 29,058 – –
DIM
164
Delta Investment Management
California
$3.04M 28,629 +715 +3%
WMWM
165
Whitaker-Myers Wealth Managers
Ohio
$3M 28,202 +11,532 +69%
NFC
166
Northeast Financial Consultants
Connecticut
$2.95M 27,788 – –
KFP
167
KMG Fiduciary Partners
Ohio
$2.94M 27,729 -920 -3%
MCCA
168
Mill Creek Capital Advisors
Pennsylvania
$2.94M 27,659 +133 +0.5%
ONB
169
Old National Bancorp
Indiana
$2.89M 27,223 -1,001 -4%
TWM
170
Tradition Wealth Management
Minnesota
$2.84M 28,809 -388 -1%
EARNEST Partners
171
EARNEST Partners
Georgia
$2.84M 26,695 -43,807 -62%
SFG
172
Sage Financial Group
Pennsylvania
$2.76M 26,010 +4 +0%
PRWA
173
Platte River Wealth Advisors
Colorado
$2.76M 26,002 -7,050 -21%
OC
174
Oppenheimer & Co
New York
$2.74M 25,782 -130 -0.5%
OPS
175
Orion Portfolio Solutions
Nebraska
$2.72M 25,603 +3,819 +18%
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