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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

797 hedge funds and large institutions have $10.4B invested in iShares Russell Mid-Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 248 increasing their positions, 285 reducing their positions, and 45 closing their positions.

Holders
797
Holders Change
+3
Holders Change %
+0.38%
% of All Funds
12.57%
Holding in Top 10
32
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.5%
New
56
Increased
248
Reduced
285
Closed
45
Calls
$3.31M
Puts
$231K
Net Calls
+$3.08M
Net Calls Change
-$2.56M

Top Buyers

1
BCIM
1
Bishop & Co Investment Management
Pennsylvania
$225M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$473M
3
FCBT
3
First Citizens Bank & Trust
North Carolina
$164M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$759M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$221M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$169M
2
Wells Fargo
2
Wells Fargo
California
$535M
3
Victory Capital Management
3
Victory Capital Management
Texas
$197M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$247M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$46.5M
Name Market Value Shares Shares
Change 		Shares
Change %
FIM
176
Freedom Investment Management
Connecticut
$2.65M 24,095 -5,539 -19%
CWM
177
Connecticut Wealth Management
Connecticut
$2.62M 23,845 -25,574 -52%
WIM
178
Wittenberg Investment Management
Massachusetts
$2.61M 23,762 -689 -3%
GRP
179
Global Retirement Partners
California
$2.6M 23,701 -466 -2%
MAM
180
Meeder Asset Management
Ohio
$2.56M 23,285 +7,957 +52%
BCI
181
Brinker Capital Investments
Pennsylvania
$2.55M 23,214 -2,389 -9%
OPS
182
Orion Portfolio Solutions
Nebraska
$2.55M 23,214 -2,389 -9%
EAM
183
Eukles Asset Management
Ohio
$2.5M 22,792 -361 -2%
Susquehanna International Group
184
Susquehanna International Group
Pennsylvania
$2.5M 22,767 +7,990 +54%
PWP
185
Perfromance Wealth Partners
Illinois
$2.48M 22,602 -1,294 -5%
Mercer Global Advisors
186
Mercer Global Advisors
Colorado
$2.48M 22,540 -283 -1%
FWP
187
FAS Wealth Partners
Kansas
$2.46M 22,363 +314 +1%
KFP
188
KMG Fiduciary Partners
Ohio
$2.46M 22,360 -5,369 -19%
PFO
189
Pathstone Family Office
New Jersey
$2.38M 21,697 +2,976 +16%
FPF
190
First Pacific Financial
Washington
$2.37M 21,558 +369 +2%
CHC
191
City Holding Co
West Virginia
$2.32M 21,078 +253 +1%
Brown Advisory
192
Brown Advisory
Maryland
$2.3M 20,909 -143,012 -87%
AB
193
Atlas Brown
Kentucky
$2.26M 20,575 +215 +1%
FTUS
194
Flow Traders U.S.
New York
$2.22M 20,218 +20,218 New
WIC
195
Whitegate Investment Counselors
New Hampshire
$2.18M 19,817 -1,900 -9%
BJL
196
Brighton Jones LLC
Washington
$2.13M 19,422 +101 +0.5%
WT
197
Whittier Trust
California
$2.12M 19,322 -308 -2%
SCM
198
SOL Capital Management
Maryland
$2.1M 19,121 – –
GIM
199
Goelzer Investment Management
Indiana
$2.09M 19,062 -25 -0.1%
Citigroup
200
Citigroup
New York
$2.09M 19,044 -3,720 -16%
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