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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

761 hedge funds and large institutions have $11.5B invested in iShares Russell Mid-Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 273 increasing their positions, 221 reducing their positions, and 72 closing their positions.

Holders
761
Holders Change
-20
Holders Change %
-2.56%
% of All Funds
12.04%
Holding in Top 10
33
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15.38%
% of All Funds
0.52%
New
68
Increased
273
Reduced
221
Closed
72
Calls
$2.85M
Puts
–
Net Calls
+$2.85M
Net Calls Change
+$166K

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$278M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$158M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$281M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$105M
5
US Bancorp
5
US Bancorp
Minnesota
$404M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$0
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$813M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$62M
4
TF
4
TIAA FSB
Florida
$2.07B
5
AAP
5
Arax Advisory Partners
Colorado
$127K
Name Market Value Shares Shares
Change 		Shares
Change %
Cetera Investment Advisers
176
Cetera Investment Advisers
Illinois
$3.13M 26,129 +2,055 +9%
PWP
177
Perfromance Wealth Partners
Illinois
$3.12M 26,076 -1,045 -4%
WC
178
Wealth CMT
New Jersey
$3.12M 26,034 -56 -0.2%
CA
179
Cetera Advisors
Colorado
$3.05M 25,480 -918 -3%
SPC
180
Sigma Planning Corp
Michigan
$3.04M 25,413 +7,118 +39%
Comerica Bank
181
Comerica Bank
Texas
$3.01M 24,715 -7,058 -22%
AAS
182
Ameritas Advisory Services
Nebraska
$3M 25,089 -2,978 -11%
BPWM
183
Badgley Phelps Wealth Managers
Washington
$2.95M 24,666 +11,674 +90%
FFN
184
Focus Financial Network
Minnesota
$2.93M 24,525 +6,060 +33%
AG
185
Ascent Group
Virginia
$2.93M 24,509 +24,509 New
Citigroup
186
Citigroup
New York
$2.9M 24,261 -4,036 -14%
I2I
187
Insight 2811 Inc
Illinois
$2.87M 23,985 +532 +2%
SI
188
Saxon Interests
Texas
$2.67M 22,335 -17,506 -44%
LTL
189
Lowery Thomas LLC
California
$2.65M 22,169 +208 +0.9%
FFA
190
Freedman Financial Associates
Massachusetts
$2.65M 22,052 +1,040 +5%
TPCW
191
TD Private Client Wealth
New York
$2.63M 21,984 -565 -3%
CHC
192
City Holding Co
West Virginia
$2.61M 21,826 -100 -0.5%
WIC
193
Whitegate Investment Counselors
New Hampshire
$2.6M 21,722 -350 -2%
SF
194
SBK Financial
Virginia
$2.57M 21,517 -1,598 -7%
OC
195
Oppenheimer & Co
New York
$2.55M 21,329 +78 +0.4%
Mercer Global Advisors
196
Mercer Global Advisors
Colorado
$2.49M 20,790 +4,464 +27%
WSFS
197
Wilmington Savings Fund Society
Delaware
$2.49M 20,789 -80 -0.4%
BRWM
198
B. Riley Wealth Management
Tennessee
$2.46M 20,530 +1,083 +6%
GIM
199
Goelzer Investment Management
Indiana
$2.45M 20,445 -8 -0%
EARNEST Partners
200
EARNEST Partners
Georgia
$2.4M 20,062 -22,025 -52%
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