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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 %
BlackRock
201
BlackRock
New York
$1.91M 18,326 +1,807 +11%
SCM
202
SOL Capital Management
Maryland
$1.91M 18,271 -850 -4%
TCM
203
Telos Capital Management
California
$1.89M 18,111 -919 -5%
BB
204
Berkshire Bank
Massachusetts
$1.86M 17,872 -755 -4%
AP
205
Advisors Preferred
Maryland
$1.85M 18,019 +18,019 New
Citigroup
206
Citigroup
New York
$1.85M 17,713 -1,331 -7%
LNC
207
Lincoln National Corp
Pennsylvania
$1.84M 17,657 +502 +3%
FCI
208
Financial Counselors Inc
Kansas
$1.83M 17,508 +2,418 +16%
ATPW
209
Ashton Thomas Private Wealth
Arizona
$1.82M 17,456 -371 -2%
TPCW
210
TD Private Client Wealth
New York
$1.8M 17,280 -984 -5%
HIA
211
Harbor Investment Advisory
Maryland
$1.8M 17,273 -15 -0.1%
ONB
212
Old National Bancorp
Indiana
$1.79M 17,149 -7,504 -30%
Financial Engines Advisors
213
Financial Engines Advisors
California
$1.77M 16,843 +666 +4%
GWM
214
Geneos Wealth Management
Colorado
$1.75M 16,801 -247 -1%
AFS
215
Annapolis Financial Services
Maryland
$1.74M 16,721 -514 -3%
CFGS
216
Concourse Financial Group Securities
Alabama
$1.74M 16,624 +2,122 +15%
HNB
217
Huntington National Bank
Ohio
– – – –
PAS
218
Park Avenue Securities
New York
$1.73M 16,540 -224 -1%
WB
219
WesBanco Bank
West Virginia
$1.69M 16,150 +24 +0.1%
ES
220
Eagle Strategies
New York
$1.66M 15,885 -1,051 -6%
QCG
221
Quadrant Capital Group
Ohio
$1.63M 15,598 – –
HGWM
222
Horst & Graben Wealth Management
Oregon
$1.62M 15,501 +4,941 +47%
SW
223
SVB Wealth
Massachusetts
$1.57M 15,011 +6,079 +68%
FAAM
224
First Ascent Asset Management
Colorado
$1.56M 14,993 -199 -1%
BFEC
225
Benjamin F. Edwards & Company
Missouri
$1.56M 14,921 +1,639 +12%
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