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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

783 hedge funds and large institutions have $9.58B invested in iShares Russell Mid-Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 207 increasing their positions, 298 reducing their positions, and 50 closing their positions.

Holders
783
Holders Change
-14
Holders Change %
-1.76%
% of All Funds
12.49%
Holding in Top 10
25
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-21.88%
% of All Funds
0.4%
New
48
Increased
207
Reduced
298
Closed
50
Calls
$3.01M
Puts
$1.64M
Net Calls
+$1.37M
Net Calls Change
-$1.71M

Top Buyers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$1.34B
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$252M
3
American Century Companies
3
American Century Companies
Missouri
$238M
4
Bank of America
4
Bank of America
North Carolina
$470M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$46.3M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$96.7M
2
BCIM
2
Bishop & Co Investment Management
Pennsylvania
$229K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$38.9M
4
Victory Capital Management
4
Victory Capital Management
Texas
$146M
5
TAIM
5
TD Ameritrade Investment Management
Nebraska
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GRP
176
Global Retirement Partners
California
$2.39M 23,426 -275 -1%
KCM
177
Kennedy Capital Management
Missouri
$2.36M 22,634 +10,689 +89%
PWP
178
Perfromance Wealth Partners
Illinois
$2.34M 22,462 -140 -0.6%
FIM
179
Freedom Investment Management
Connecticut
$2.33M 22,323 -1,772 -7%
FWP
180
FAS Wealth Partners
Kansas
$2.33M 22,321 -42 -0.2%
WTC
181
WhitTier Trust Company
Nevada
$2.31M 22,142 -2,465 -10%
EAM
182
Eukles Asset Management
Ohio
$2.28M 21,885 -907 -4%
BOSSRA
183
B.O.S.S. Retirement Advisors
Utah
$2.24M 21,482 +3,063 +17%
Brown Advisory
184
Brown Advisory
Maryland
$2.24M 21,452 +543 +3%
I2I
185
Insight 2811 Inc
Illinois
$2.23M 21,390 -2,756 -11%
CHC
186
City Holding Co
West Virginia
$2.22M 21,268 +190 +0.9%
KFP
187
KMG Fiduciary Partners
Ohio
$2.22M 21,243 -1,117 -5%
WIM
188
Wittenberg Investment Management
Massachusetts
$2.17M 20,762 -3,000 -13%
AB
189
Atlas Brown
Kentucky
$2.16M 20,668 +93 +0.5%
MWM
190
Meridian Wealth Management
Kentucky
$2.14M 20,544 +10,981 +115%
AG
191
Ascent Group
Virginia
$2.12M 20,925 +7,240 +53%
WIC
192
Whitegate Investment Counselors
New Hampshire
$2.07M 19,817 – –
FPF
193
First Pacific Financial
Washington
$2.05M 19,686 -1,872 -9%
Allspring Global Investments
194
Allspring Global Investments
North Carolina
$2.05M 19,671 +2,583 +15%
BJL
195
Brighton Jones LLC
Washington
$2.01M 19,284 -138 -0.7%
WT
196
Whittier Trust
California
$1.97M 18,917 -405 -2%
GIM
197
Goelzer Investment Management
Indiana
$1.94M 18,633 -429 -2%
ASN
198
Advisory Services Network
Georgia
$1.94M 18,566 +986 +6%
Vanguard Group
199
Vanguard Group
Pennsylvania
$1.92M 18,404 – –
SFB
200
STAR Financial Bank
Indiana
$1.91M 18,336 -257 -1%
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