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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

756 hedge funds and large institutions have $9.96B invested in iShares Russell Mid-Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 270 increasing their positions, 237 reducing their positions, and 60 closing their positions.

Holders
756
Holders Change
-5
Holders Change %
-0.66%
% of All Funds
12.79%
Holding in Top 10
32
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.03%
% of All Funds
0.54%
New
64
Increased
270
Reduced
237
Closed
60
Calls
$1.33M
Puts
–
Net Calls
+$1.33M
Net Calls Change
-$1.52M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$542M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$281M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$206M
4
US Bancorp
4
US Bancorp
Minnesota
$383M
5
SEI Investments
5
SEI Investments
Pennsylvania
$41.7M

Top Sellers

1
TF
1
TIAA FSB
Florida
$1.39B
2
American Century Companies
2
American Century Companies
Missouri
$0
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$669M
4
AP
4
Advisors Preferred
Maryland
$6.54M
5
GG
5
GenWealth Group
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TF
1
TIAA FSB
Florida
$1.39B 13,700,950 -3,622,775 -21%
Morgan Stanley
2
Morgan Stanley
New York
$919M 9,051,400 +49,732 +0.6%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$669M 6,406,843 -353,579 -5%
Wells Fargo
4
Wells Fargo
California
$595M 5,856,266 +54,156 +0.9%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$542M 5,335,585 +2,985,527 +127%
Bank of America
6
Bank of America
North Carolina
$429M 4,223,645 +164,460 +4%
US Bancorp
7
US Bancorp
Minnesota
$383M 3,769,297 +390,510 +12%
CB
8
Commerce Bank
Missouri
$323M 3,177,462 -22,278 -0.7%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$285M 2,801,579 -83,222 -3%
FCBT
10
First Citizens Bank & Trust
North Carolina
$281M 2,768,667 +2,642,281 +2,091%
Betterment LLC
11
Betterment LLC
New York
$223M 2,196,455 +221,441 +11%
Victory Capital Management
12
Victory Capital Management
Texas
$221M 2,173,300 -119,500 -5%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$210M 2,069,829 +19,948 +1%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$206M 2,024,358 +705,516 +53%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$197M 1,937,077 +112,777 +6%
UBS Group
16
UBS Group
Switzerland
$190M 1,875,341 +35,738 +2%
Ameriprise
17
Ameriprise
Minnesota
$151M 1,490,668 +128,590 +9%
ZB
18
Zions Bancorporation
Utah
$105M 1,038,350 +32,535 +3%
LPL Financial
19
LPL Financial
California
$93.4M 919,562 +34,308 +4%
Osaic Holdings
20
Osaic Holdings
Arizona
$92.6M 913,419 +33,164 +4%
SI
21
Stephens Inc
Arkansas
$83.8M 824,607 -37,028 -4%
AWM
22
AE Wealth Management
Kansas
$72.6M 714,980 -90,917 -11%
Truist Financial
23
Truist Financial
North Carolina
$67.7M 666,820 -80,345 -11%
EH
24
Equitable Holdings
New York
$65.6M 645,953 -5,817 -0.9%
SGAM
25
Stephens Group Asset Management
Arkansas
$63.9M 622,777 -32,737 -5%
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