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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 %
T. Rowe Price Associates
176
T. Rowe Price Associates
Maryland
$3.06M 29,058 – –
KFP
177
KMG Fiduciary Partners
Ohio
$3.02M 28,649 -2,163 -7%
NRC
178
New Republic Capital
North Carolina
$3.01M 28,602 +28,602 New
ONB
179
Old National Bancorp
Indiana
$2.97M 28,224 -2,016 -7%
CI
180
Conning Inc
Connecticut
$2.96M 28,086 +7,238 +35%
BB
181
Berkshire Bank
Massachusetts
$2.95M 28,035 -16,639 -37%
ES
182
Eagle Strategies
New York
$2.94M 27,929 -4,307 -13%
DIM
183
Delta Investment Management
California
$2.94M 27,914 -674 -2%
NFC
184
Northeast Financial Consultants
Connecticut
$2.93M 27,788 – –
MCCA
185
Mill Creek Capital Advisors
Pennsylvania
$2.9M 27,526 +27,526 New
RFWA
186
RPg Family Wealth Advisory
Massachusetts
$2.87M 27,217 -1,702 -6%
HGWM
187
Horst & Graben Wealth Management
Oregon
$2.86M 27,133 -1,371 -5%
Jane Street
188
Jane Street
New York
$2.82M 26,749 -16,500 -38%
AllianceBernstein
189
AllianceBernstein
Tennessee
$2.8M 26,583 +17,807 +203%
MCA
190
MSH Capital Advisors
Arizona
$2.78M 26,383 +394 +2%
TWM
191
Tradition Wealth Management
Minnesota
$2.76M 29,197 +1 +0%
SFG
192
Sage Financial Group
Pennsylvania
$2.74M 26,006 -145 -0.6%
OC
193
Oppenheimer & Co
New York
$2.73M 25,912 +716 +3%
Corient Private Wealth
194
Corient Private Wealth
Florida
$2.7M 25,604 +25,604 New
WTB
195
Washington Trust Bank
Washington
$2.59M 24,589 -2,990 -11%
PWP
196
Perfromance Wealth Partners
Illinois
$2.59M 24,580 -603 -2%
National Bank of Canada
197
National Bank of Canada
Quebec, Canada
$2.59M 24,550 -280 -1%
WIM
198
Wittenberg Investment Management
Massachusetts
$2.56M 24,337 +283 +1%
BRWA
199
B. Riley Wealth Advisors
Florida
$2.56M 24,291 -1,322 -5%
SPC
200
Sigma Planning Corp
Michigan
$2.54M 24,144 +356 +1%
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