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iShares Russell Mid-Cap ETF
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Overview Fund Activity

1,075 hedge funds and large institutions have $20.5B invested in iShares Russell Mid-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 390 increasing their positions, 344 reducing their positions, and 101 closing their positions.

Holders
1,075
Holders Change
-50
Holders Change %
-4.44%
% of All Funds
18.18%
Holding in Top 10
61
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.17%
% of All Funds
1.03%
New
66
Increased
390
Reduced
344
Closed
101
Calls
$6.44M
Puts
$623K
Net Calls
+$5.82M
Net Calls Change
-$1.21M

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.2B
2
Wells Fargo
2
Wells Fargo
California
$2.57B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$196M
4
Bank of America
4
Bank of America
North Carolina
$3.81B
5
LPL Financial
5
LPL Financial
California
$158M

Top Sellers

1
AWA
1
Aaron Wealth Advisors
Illinois
$1.78M
2
UBS Group
2
UBS Group
Switzerland
$340M
3
Stifel Financial
3
Stifel Financial
Missouri
$17.7M
4
US Bancorp
4
US Bancorp
Minnesota
$1.21B
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$1.06B
Name Market Value Shares Shares
Change 		Shares
Change %
WIC
226
Whitegate Investment Counselors
New Hampshire
$3.74M 57,800 -6,449 -10%
SFG
227
Sunburst Financial Group
Alabama
$3.7M 57,256 +1,639 +3%
NAM
228
NTV Asset Management
West Virginia
$3.62M 56,019 +73 +0.1%
EFS
229
Essex Financial Services
Connecticut
$3.57M 55,204 +439 +0.8%
SAM
230
Silvercrest Asset Management
New York
$3.56M 55,090 -47 -0.1%
ATC
231
Argent Trust Co
Tennessee
$3.56M 55,084 +1,531 +3%
ST
232
Sabal Trust
Florida
$3.55M 54,905 -3,600 -6%
GWAM
233
Guardian Wealth Advisors (Minnesota)
Minnesota
$3.53M 54,520 +1,316 +2%
IBOK
234
Independence Bank of Kentucky
Kentucky
$3.48M 53,782 +2,614 +5%
NFG
235
Nadler Financial Group
Illinois
$3.45M 53,353 +7,074 +15%
FMII
236
Farmers & Merchants Investments Inc
Nebraska
$3.44M 53,183 -75 -0.1%
MRWM
237
ML&R Wealth Management
Texas
$3.42M 52,828 – –
BIM
238
Bridges Investment Management
Nebraska
$3.39M 52,397 -4,607 -8%
APA
239
American Portfolios Advisors
New York
$3.38M 52,327 -1,642 -3%
MNBTD
240
Moody National Bank Trust Division
Texas
$3.36M 51,882 +432 +0.8%
SJIM
241
St. Johns Investment Management
Florida
$3.26M 50,344 +4,695 +10%
RWP
242
RWA Wealth Partners
Massachusetts
$3.25M 50,185 -1,138 -2%
PFM
243
Parsec Financial Management
North Carolina
$3.22M 49,745 -2,751 -5%
MAM
244
Marquette Asset Management
Minnesota
$3.17M 48,992 -3,913 -7%
HSBC Holdings
245
HSBC Holdings
United Kingdom
$3.16M 48,804 -1,824 -4%
MC
246
Middleton & Co
Massachusetts
$3.16M 48,809 +30 +0.1%
YWP
247
YorkBridge Wealth Partners
New York
$3.15M 48,780 – –
Natixis Advisors
248
Natixis Advisors
Massachusetts
$3.06M 47,335 -798 -2%
LNWWM
249
Laird Norton Wetherby Wealth Management
California
$3.06M 47,281 +1,310 +3%
MWP
250
MYCIO Wealth Partners
Pennsylvania
$3.04M 46,975 +10,045 +27%
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