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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
12.81%
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 %
TWM
176
Tradition Wealth Management
Minnesota
$2.55M 29,196 +88 +0.3%
SFG
177
Sage Financial Group
Pennsylvania
$2.51M 26,151 -105 -0.4%
MCA
178
MSH Capital Advisors
Arizona
$2.5M 25,989 -181 -0.7%
APA
179
American Portfolios Advisors
New York
$2.49M 25,875 -684 -3%
CG
180
Colony Group
Massachusetts
$2.46M 25,647 -8,913 -26%
BRWA
181
B. Riley Wealth Advisors
Florida
$2.46M 25,613 +19,174 +298%
OC
182
Oppenheimer & Co
New York
$2.42M 25,196 +2,781 +12%
PWP
183
Perfromance Wealth Partners
Illinois
$2.42M 25,183 -599 -2%
WP
184
WealthShield Partners
North Carolina
$2.42M 25,156 +4,923 +24%
OPS
185
Orion Portfolio Solutions
Nebraska
$2.41M 25,125 +3,761 +18%
National Bank of Canada
186
National Bank of Canada
Quebec, Canada
$2.38M 24,830 +16,100 +184%
WIM
187
Wittenberg Investment Management
Massachusetts
$2.31M 24,054 -1,102 -4%
VCM
188
Virtue Capital Management
Tennessee
$2.29M 23,849 +23,849 New
SPC
189
Sigma Planning Corp
Michigan
$2.29M 23,788 -787 -3%
I2I
190
Insight 2811 Inc
Illinois
$2.21M 22,975 -136 -0.6%
GRP
191
Global Retirement Partners
California
$2.16M 20,591 +628 +3%
IA
192
IFP Advisors
Florida
$2.15M 30,746 +1,036 +3%
FPF
193
First Pacific Financial
Washington
$2.14M 22,283 +1,049 +5%
Citigroup
194
Citigroup
New York
$2.13M 22,200 -1,835 -8%
TPCW
195
TD Private Client Wealth
New York
$2.1M 21,819 +9,031 +71%
WIC
196
Whitegate Investment Counselors
New Hampshire
$2.08M 21,622 -100 -0.5%
WC
197
Wealth CMT
New Jersey
$2.05M 21,366 -109 -0.5%
CHC
198
City Holding Co
West Virginia
$2.04M 21,271 -370 -2%
AAS
199
Ameritas Advisory Services
Nebraska
$2.01M 20,893 -1,188 -5%
CI
200
Conning Inc
Connecticut
$2M 20,848 +7,561 +57%
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