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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 %
SS
201
Simplicity Solutions
Minnesota
$1.98M 20,567 -43,832 -68%
Comerica Bank
202
Comerica Bank
Texas
$1.96M 19,463 +2,541 +15%
WTC
203
WhitTier Trust Company
Nevada
$1.92M 19,940 – –
GIM
204
Goelzer Investment Management
Indiana
$1.91M 19,883 -451 -2%
FWP
205
FAS Wealth Partners
Kansas
$1.91M 19,877 -32,707 -62%
GWM
206
Geneos Wealth Management
Colorado
$1.9M 19,772 -850 -4%
BJL
207
Brighton Jones LLC
Washington
$1.9M 19,754 -102 -0.5%
SCM
208
SOL Capital Management
Maryland
$1.89M 19,721 – –
TCM
209
Telos Capital Management
California
$1.87M 19,514 +97 +0.5%
AG
210
Ascent Group
Virginia
$1.86M 17,659 -4,440 -20%
WT
211
Whittier Trust
California
$1.84M 19,198 -23 -0.1%
CAC
212
Certified Advisory Corp
Florida
$1.84M 19,189 -1,905 -9%
MPPLM
213
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.83M 19,060 +19,060 New
KCM
214
Kennedy Capital Management
Missouri
$1.82M 18,930 -11,900 -39%
GWMIA
215
Global Wealth Management Investment Advisory
Florida
$1.82M 18,914 -1,280 -6%
EAM
216
Eukles Asset Management
Ohio
$1.8M 18,742 +1,026 +6%
HIA
217
Harbor Investment Advisory
Maryland
$1.78M 18,538 +793 +4%
Mercer Global Advisors
218
Mercer Global Advisors
Colorado
$1.72M 17,923 -315 -2%
BWFA
219
Baltimore-Washington Financial Advisors
Maryland
$1.72M 17,865 -228 -1%
AFS
220
Annapolis Financial Services
Maryland
$1.68M 17,494 – –
WB
221
West Bancorporation
Iowa
$1.67M 17,373 +6,657 +62%
MCWS
222
McKinley Carter Wealth Services
West Virginia
$1.65M 17,188 -75,512 -81%
QCG
223
Quadrant Capital Group
Ohio
$1.64M 17,061 -1,123 -6%
UCFA
224
United Capital Financial Advisors
Texas
$1.64M 17,030 -1,563 -8%
FOA
225
Five Oceans Advisors
California
$1.64M 17,035 -1 -0%
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