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iShares Russell Mid-Cap ETF
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Overview Fund Activity

1,137 hedge funds and large institutions have $21.9B invested in iShares Russell Mid-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 389 increasing their positions, 352 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,137
Holders Change
+80
Holders Change %
+7.57%
% of All Funds
18.34%
Holding in Top 10
65
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.84%
% of All Funds
1.05%
New
148
Increased
389
Reduced
352
Closed
48
Calls
$5.05M
Puts
$3.04M
Net Calls
+$2M
Net Calls Change
-$5.13M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$2.64B
2
FMI
Factory Mutual Insurance
Massachusetts
$162M
3
Cerity Partners
Cerity Partners
New York
$38.4M
4
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$126M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$571M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$39.8M
2
Citigroup
Citigroup
New York
$24.8M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$1.07B
4
Ameriprise
Ameriprise
Minnesota
$282M
5
PCP
Proficio Capital Partners
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
226
Chesapeake Wealth Management
Virginia
$4.48M -$190K -2,814 -4%
SVWAG
227
Sound View Wealth Advisors Group
Georgia
$4.45M +$1.84M +23,689 +71%
TMWM
228
Taylor & Morgan Wealth Management
Michigan
$4.44M +$124K +1,837 +3%
SFG
229
Sunburst Financial Group
Alabama
$4.41M +$412K +6,112 +10%
DT
230
Diversified Trust
Tennessee
$4.41M -$165K -2,440 -4%
BP
231
Ballentine Partners
Massachusetts
$4.34M -$648K -9,600 -13%
EARNEST Partners
232
EARNEST Partners
Georgia
$4.32M +$2.6M +38,507 +151%
CWP
233
CFM Wealth Partners
Texas
$4.25M -$5.8K -86 -0.1%
BIM
234
Bridges Investment Management
Nebraska
$4.25M -$71.6K -1,062 -2%
DI
235
DAGCO Inc
Ohio
$4.23M -$846K -12,549 -17%
CHC
236
City Holding Co
West Virginia
$4.22M -$9.78K -145 -0.2%
WIC
237
Whitegate Investment Counselors
New Hampshire
$4.17M +$161K +2,381 +4%
AIM
238
Acropolis Investment Management
Missouri
$4.17M -$111K -1,646 -3%
BCM
239
BTC Capital Management
Iowa
$4.15M -$59K -874 -1%
NFG
240
Nadler Financial Group
Illinois
$3.96M +$12.8K +190 +0.3%
WB
241
WesBanco Bank
West Virginia
$3.9M -$59.1K -877 -1%
IBOK
242
Independence Bank of Kentucky
Kentucky
$3.78M +$126K +1,874 +3%
NAM
243
NTV Asset Management
West Virginia
$3.76M -$9.78K -145 -0.3%
CFO
244
Custos Family Office
Texas
$3.74M +$3.74M +55,478 New
MCM
245
MV Capital Management
Maryland
$3.69M +$348K +5,154 +10%
EFS
246
Essex Financial Services
Connecticut
$3.69M -$57.3K -850 -2%
NEPWA
247
New England Private Wealth Advisors
Massachusetts
$3.69M -$148K -2,197 -4%
Natixis Advisors
248
Natixis Advisors
Massachusetts
$3.65M +$247K +3,662 +7%
SAM
249
Silvercrest Asset Management
New York
$3.63M +$337 +5 +0%
HTC
250
Haverford Trust Company
Pennsylvania
$3.63M -$254K -3,763 -7%
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