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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 %
TF
1
TIAA FSB
Florida
$1.36B 12,845,907 -170,195 -1%
Morgan Stanley
2
Morgan Stanley
New York
$836M 7,868,834 -154,250 -2%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$702M 6,605,933 +212,852 +3%
Wells Fargo
4
Wells Fargo
California
$629M 5,923,111 -182,332 -3%
US Bancorp
5
US Bancorp
Minnesota
$432M 4,063,641 +70,584 +2%
Bank of America
6
Bank of America
North Carolina
$425M 3,997,979 -402,564 -9%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$399M 3,758,887 -2,598,447 -41%
CB
8
Commerce Bank
Missouri
$313M 2,951,125 -104,556 -3%
American Century Companies
9
American Century Companies
Missouri
$310M 2,923,489 +1,509,511 +107%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$259M 2,434,209 -54,796 -2%
Betterment LLC
11
Betterment LLC
New York
$235M 2,213,048 +142,456 +7%
Victory Capital Management
12
Victory Capital Management
Texas
$219M 2,058,000 +496,000 +32%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$197M 1,851,391 -70,769 -4%
UBS Group
14
UBS Group
Switzerland
$196M 1,848,541 -22,383 -1%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$191M 1,795,072 +93,519 +5%
Ameriprise
16
Ameriprise
Minnesota
$162M 1,530,644 -80,735 -5%
ZB
17
Zions Bancorporation
Utah
$126M 1,185,930 +69,630 +6%
FCBT
18
First Citizens Bank & Trust
North Carolina
$117M 1,104,397 -2,522,508 -70%
Osaic Holdings
19
Osaic Holdings
Arizona
$114M 1,075,004 +95,834 +10%
LPL Financial
20
LPL Financial
California
$96.2M 905,740 +828 +0.1%
CCWM
21
Cassaday & Co Wealth Management
Virginia
$91.3M 859,515 +28,285 +3%
SI
22
Stephens Inc
Arkansas
$71.3M 671,818 -150,440 -18%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$69.4M 653,327 -15,332 -2%
Truist Financial
24
Truist Financial
North Carolina
$68M 640,592 -20,495 -3%
SGAM
25
Stephens Group Asset Management
Arkansas
$66.2M 623,119 -1,190 -0.2%
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