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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 %
BCI
176
Brinker Capital Investments
Pennsylvania
$2.72M 25,603 +20,144 +369%
AllianceBernstein
177
AllianceBernstein
Tennessee
$2.72M 25,573 -1,010 -4%
WB
178
West Bancorporation
Iowa
$2.7M 25,404 +5,604 +28%
Corient Private Wealth
179
Corient Private Wealth
Florida
$2.69M 25,323 -281 -1%
WTC
180
WhitTier Trust Company
Nevada
$2.67M 25,122 +6,846 +37%
NFW
181
Noble Family Wealth
Florida
$2.65M 24,994 +24,994 New
BRWA
182
B. Riley Wealth Advisors
Florida
$2.63M 24,718 +427 +2%
WIM
183
Wittenberg Investment Management
Massachusetts
$2.6M 24,451 +114 +0.5%
MCA
184
MSH Capital Advisors
Arizona
$2.54M 23,939 -2,444 -9%
PWP
185
Perfromance Wealth Partners
Illinois
$2.54M 23,896 -684 -3%
GRP
186
Global Retirement Partners
California
$2.51M 24,167 +3,120 +15%
I2I
187
Insight 2811 Inc
Illinois
$2.49M 23,429 -548 -2%
EAM
188
Eukles Asset Management
Ohio
$2.46M 23,153 -438 -2%
NI
189
Nuance Investments
Missouri
$2.45M 23,127 -101,468 -81%
KCM
190
Kennedy Capital Management
Missouri
$2.45M 23,046 -26,006 -53%
Mercer Global Advisors
191
Mercer Global Advisors
Colorado
$2.42M 22,823 -379 -2%
Citigroup
192
Citigroup
New York
$2.42M 22,764 +996 +5%
ES
193
Eagle Strategies
New York
$2.4M 22,557 -5,372 -19%
BB
194
Berkshire Bank
Massachusetts
$2.37M 22,350 -5,685 -20%
FWP
195
FAS Wealth Partners
Kansas
$2.34M 22,049 -216 -1%
WIC
196
Whitegate Investment Counselors
New Hampshire
$2.31M 21,717 – –
FPF
197
First Pacific Financial
Washington
$2.25M 21,189 -747 -3%
CHC
198
City Holding Co
West Virginia
$2.21M 20,825 -440 -2%
Thrivent Financial for Lutherans
199
Thrivent Financial for Lutherans
Minnesota
$2.2M 21,002 -37,131 -64%
GWM
200
Geneos Wealth Management
Colorado
$2.18M 20,493 -124 -0.6%
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