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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

783 hedge funds and large institutions have $9.58B invested in iShares Russell Mid-Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 207 increasing their positions, 298 reducing their positions, and 50 closing their positions.

Holders
783
Holders Change
-14
Holders Change %
-1.76%
% of All Funds
12.49%
Holding in Top 10
25
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-21.88%
% of All Funds
0.4%
New
48
Increased
207
Reduced
298
Closed
50
Calls
$3.01M
Puts
$1.64M
Net Calls
+$1.37M
Net Calls Change
-$1.71M

Top Buyers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$1.34B
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$252M
3
American Century Companies
3
American Century Companies
Missouri
$238M
4
Bank of America
4
Bank of America
North Carolina
$470M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$46.3M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$96.7M
2
BCIM
2
Bishop & Co Investment Management
Pennsylvania
$229K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$38.9M
4
Victory Capital Management
4
Victory Capital Management
Texas
$146M
5
TAIM
5
TD Ameritrade Investment Management
Nebraska
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PFO
151
Pathstone Family Office
New Jersey
$3.27M 531,001 +509,304 +2,347%
RWP
152
RWA Wealth Partners
Massachusetts
$3.26M 31,229 +235 +0.8%
VW
153
Vance Wealth
California
$3.24M 31,098 +1,170 +4%
BRWA
154
B. Riley Wealth Advisors
Florida
$3.24M 30,857 +4,928 +19%
T. Rowe Price Associates
155
T. Rowe Price Associates
Maryland
$3.21M 30,708 – –
HSA
156
HBK Sorce Advisory
Pennsylvania
$3.14M 30,120 -2,715 -8%
AI
157
Auour Investments
Massachusetts
$3.09M 29,970 +2,537 +9%
RFC
158
Regions Financial Corp
Alabama
$3.08M 29,475 -309 -1%
Lido Advisors
159
Lido Advisors
California
$3.02M 28,985 -133 -0.5%
Natixis Advisors
160
Natixis Advisors
Massachusetts
$3M 28,746 -1,725 -6%
CWM
161
Connecticut Wealth Management
Connecticut
$2.94M 28,225 +4,380 +18%
NFC
162
Northeast Financial Consultants
Connecticut
$2.9M 27,788 – –
MCCA
163
Mill Creek Capital Advisors
Pennsylvania
$2.9M 27,759 – –
AI
164
Atria Investments
North Carolina
$2.87M 27,472 +965 +4%
William Blair & Company
165
William Blair & Company
Illinois
$2.85M 27,314 -622 -2%
TWM
166
Tradition Wealth Management
Minnesota
$2.8M 28,631 +145 +0.5%
OC
167
Oppenheimer & Co
New York
$2.75M 26,388 +369 +1%
SFG
168
Sage Financial Group
Pennsylvania
$2.74M 26,288 -92 -0.3%
PRWA
169
Platte River Wealth Advisors
Colorado
$2.72M 26,046 +44 +0.2%
CCM
170
Condor Capital Management
New Jersey
$2.66M 25,526 -7,377 -22%
EARNEST Partners
171
EARNEST Partners
Georgia
$2.63M 25,253 +15,338 +155%
PCG
172
Prosperity Consulting Group
Maryland
$2.52M 24,179 +24,179 New
NFW
173
Noble Family Wealth
Florida
$2.48M 23,728 -385 -2%
MCA
174
MSH Capital Advisors
Arizona
$2.47M 23,664 -661 -3%
MAM
175
Meeder Asset Management
Ohio
$2.44M 23,402 +117 +0.5%
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