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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 %
TF
1
TIAA FSB
Florida
$1.37B 13,016,102 -445,015 -3%
Morgan Stanley
2
Morgan Stanley
New York
$845M 8,023,084 -1,041,540 -11%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$673M 6,393,081 -149,130 -2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$670M 6,357,334 +55,286 +0.9%
Wells Fargo
5
Wells Fargo
California
$643M 6,105,443 +252,607 +4%
Bank of America
6
Bank of America
North Carolina
$464M 4,400,543 -159,185 -3%
US Bancorp
7
US Bancorp
Minnesota
$421M 3,993,057 +138,681 +4%
FCBT
8
First Citizens Bank & Trust
North Carolina
$382M 3,626,905 -25,764 -0.7%
CB
9
Commerce Bank
Missouri
$322M 3,055,681 +35,617 +1%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$262M 2,489,005 -190,413 -7%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$247M 2,343,248 +29,300 +1%
Betterment LLC
12
Betterment LLC
New York
$218M 2,070,592 -125,863 -6%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$202M 1,922,160 +14,615 +0.8%
UBS Group
14
UBS Group
Switzerland
$197M 1,870,924 +57,772 +3%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$179M 1,701,553 -37,690 -2%
Ameriprise
16
Ameriprise
Minnesota
$170M 1,611,379 +100,287 +7%
Victory Capital Management
17
Victory Capital Management
Texas
$165M 1,562,000 +72,000 +5%
American Century Companies
18
American Century Companies
Missouri
$149M 1,413,978 -760,727 -35%
ZB
19
Zions Bancorporation
Utah
$118M 1,116,300 +14,642 +1%
Osaic Holdings
20
Osaic Holdings
Arizona
$103M 979,170 +28,113 +3%
LPL Financial
21
LPL Financial
California
$95.3M 904,912 +24,064 +3%
CCWM
22
Cassaday & Co Wealth Management
Virginia
$87.6M 831,230 +831,230 New
SI
23
Stephens Inc
Arkansas
$86.6M 822,258 +6,224 +0.8%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$70.4M 668,659 +78,973 +13%
Truist Financial
25
Truist Financial
North Carolina
$69.6M 661,087 +42,690 +7%
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