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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
12.82%
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 %
TF
1
TIAA FSB
Florida
$1.29B 13,461,117 -239,833 -2%
Morgan Stanley
2
Morgan Stanley
New York
$871M 9,064,624 +13,224 +0.1%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$628M 6,542,211 +135,368 +2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$605M 6,302,048 +966,463 +18%
Wells Fargo
5
Wells Fargo
California
$562M 5,852,836 -3,430 -0.1%
Bank of America
6
Bank of America
North Carolina
$438M 4,559,728 +336,083 +8%
US Bancorp
7
US Bancorp
Minnesota
$370M 3,854,376 +85,079 +2%
FCBT
8
First Citizens Bank & Trust
North Carolina
$351M 3,652,669 +884,002 +32%
CB
9
Commerce Bank
Missouri
$290M 3,020,064 -157,398 -5%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$257M 2,679,418 -122,161 -4%
Betterment LLC
11
Betterment LLC
New York
$223M 2,196,455 – –
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$222M 2,313,948 +244,119 +12%
American Century Companies
13
American Century Companies
Missouri
$209M 2,174,705 +2,174,705 New
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$183M 1,907,545 -29,532 -2%
UBS Group
15
UBS Group
Switzerland
$174M 1,813,152 -62,189 -3%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$167M 1,739,243 -285,115 -14%
Ameriprise
17
Ameriprise
Minnesota
$145M 1,511,092 +20,424 +1%
Victory Capital Management
18
Victory Capital Management
Texas
$143M 1,490,000 -683,300 -31%
ZB
19
Zions Bancorporation
Utah
$106M 1,101,658 +63,308 +6%
Osaic Holdings
20
Osaic Holdings
Arizona
$91.1M 951,057 +37,638 +4%
LPL Financial
21
LPL Financial
California
$84.6M 880,848 -38,714 -4%
SI
22
Stephens Inc
Arkansas
$78.4M 816,034 -8,573 -1%
AWM
23
AE Wealth Management
Kansas
$66.6M 693,118 -21,862 -3%
SGAM
24
Stephens Group Asset Management
Arkansas
$59.8M 623,053 +276 +0%
Truist Financial
25
Truist Financial
North Carolina
$59.4M 618,397 -48,423 -7%
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