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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 %
AB
201
Atlas Brown
Kentucky
$2.16M 20,360 -2,874 -12%
TCM
202
Telos Capital Management
California
$2.13M 20,058 -141 -0.7%
TPCW
203
TD Private Client Wealth
New York
$2.1M 19,817 -582 -3%
SPC
204
Sigma Planning Corp
Michigan
$2.1M 19,771 -4,373 -18%
WT
205
Whittier Trust
California
$2.08M 19,630 +474 +2%
BJL
206
Brighton Jones LLC
Washington
$2.05M 19,321 +20 +0.1%
SCM
207
SOL Capital Management
Maryland
$2.03M 19,121 -600 -3%
GIM
208
Goelzer Investment Management
Indiana
$2.03M 19,087 -226 -1%
HIA
209
Harbor Investment Advisory
Maryland
$2.01M 18,959 -662 -3%
SFB
210
STAR Financial Bank
Indiana
$2M 18,830 +748 +4%
PFO
211
Pathstone Family Office
New Jersey
$1.99M 18,721 -18,711 -50%
Allspring Global Investments
212
Allspring Global Investments
North Carolina
$1.95M 18,405 +598 +3%
ASN
213
Advisory Services Network
Georgia
$1.91M 17,983 +4,057 +29%
ATPW
214
Ashton Thomas Private Wealth
Arizona
$1.89M 17,809 -206 -1%
AFS
215
Annapolis Financial Services
Maryland
$1.86M 17,494 – –
HNB
216
Huntington National Bank
Ohio
– – – –
AIG
217
American International Group
New York
$1.81M 17,090 +5,100 +43%
NFG
218
Nadler Financial Group
Illinois
$1.78M 16,770 – –
BlackRock
219
BlackRock
New York
$1.73M 16,329 -14,976 -48%
WB
220
WesBanco Bank
West Virginia
$1.71M 16,110 +22 +0.1%
BOSSRA
221
B.O.S.S. Retirement Advisors
Utah
$1.7M 16,008 +922 +6%
Financial Engines Advisors
222
Financial Engines Advisors
California
$1.69M 15,904 -1,269 -7%
CASC
223
Coppell Advisory Solutions Corp
Texas
$1.69M 16,148 +16,017 +12,227%
CAS
224
Coppell Advisory Solutions
Texas
$1.69M 16,148 +16,017 +12,227%
QCG
225
Quadrant Capital Group
Ohio
$1.66M 15,598 -428 -3%
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