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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 %
I2I
201
Insight 2811 Inc
Illinois
$2.53M 23,977 +1,002 +4%
EAM
202
Eukles Asset Management
Ohio
$2.49M 23,591 +4,849 +26%
AB
203
Atlas Brown
Kentucky
$2.45M 23,234 -3,816 -14%
Mercer Global Advisors
204
Mercer Global Advisors
Colorado
$2.44M 23,202 +5,279 +29%
FWP
205
FAS Wealth Partners
Kansas
$2.35M 22,265 +2,388 +12%
WC
206
Wealth CMT
New Jersey
$2.33M 22,148 +782 +4%
FPF
207
First Pacific Financial
Washington
$2.31M 21,936 -347 -2%
OPS
208
Orion Portfolio Solutions
Nebraska
$2.29M 21,784 -3,341 -13%
Citigroup
209
Citigroup
New York
$2.29M 21,768 -432 -2%
WIC
210
Whitegate Investment Counselors
New Hampshire
$2.29M 21,717 +95 +0.4%
SI
211
Saxon Interests
Texas
$2.27M 20,978 +6,078 +41%
IA
212
IFP Advisors
Florida
$2.26M 32,236 +1,490 +5%
CHC
213
City Holding Co
West Virginia
$2.24M 21,265 -6 -0%
GRP
214
Global Retirement Partners
California
$2.22M 21,047 +456 +2%
GWM
215
Geneos Wealth Management
Colorado
$2.17M 20,617 +845 +4%
TPCW
216
TD Private Client Wealth
New York
$2.15M 20,399 -1,420 -7%
AP
217
Advisors Preferred
Maryland
$2.14M 20,381 -20,763 -50%
TCM
218
Telos Capital Management
California
$2.13M 20,199 +685 +4%
SS
219
Simplicity Solutions
Minnesota
$2.12M 20,168 -399 -2%
WB
220
West Bancorporation
Iowa
$2.09M 19,800 +2,427 +14%
MPPLM
221
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.08M 19,737 +677 +4%
SCM
222
SOL Capital Management
Maryland
$2.08M 19,721 – –
HIA
223
Harbor Investment Advisory
Maryland
$2.07M 19,621 +1,083 +6%
GIM
224
Goelzer Investment Management
Indiana
$2.03M 19,313 -570 -3%
BJL
225
Brighton Jones LLC
Washington
$2.03M 19,301 -453 -2%
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