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iShares Russell Mid-Cap ETF
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Overview Fund Activity

1,118 hedge funds and large institutions have $22.3B invested in iShares Russell Mid-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 333 increasing their positions, 406 reducing their positions, and 68 closing their positions.

Holders
1,118
Holders Change
-19
Holders Change %
-1.67%
% of All Funds
17.9%
Holding in Top 10
63
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.08%
% of All Funds
1.01%
New
78
Increased
333
Reduced
406
Closed
68
Calls
$11.5M
Puts
$1.78M
Net Calls
+$9.75M
Net Calls Change
+$7.75M

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.32B
2
PCIG
2
Partners Capital Investment Group
Massachusetts
$26.6M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$517M
4
ICMARC
4
International City Management Association Retirement Corp
District of Columbia
$49.1M
5
PCP
5
Proficio Capital Partners
Massachusetts
$15.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$4.01B
2
Wells Fargo
2
Wells Fargo
California
$2.67B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$560M
4
Morgan Stanley
4
Morgan Stanley
New York
$473M
5
FMI
5
Factory Mutual Insurance
Massachusetts
$147M
Name Market Value Shares Shares
Change 		Shares
Change %
BIM
226
Bridges Investment Management
Nebraska
$4.4M 62,875 -90 -0.1%
WIC
227
Whitegate Investment Counselors
New Hampshire
$4.36M 62,383 +518 +0.8%
BCM
228
BTC Capital Management
Iowa
$4.3M 61,516 – –
AIM
229
Acropolis Investment Management
Missouri
$4.3M 61,455 -349 -0.6%
NFG
230
Nadler Financial Group
Illinois
$4.28M 61,201 +2,490 +4%
CWP
231
CFM Wealth Partners
Texas
$4.27M 61,049 -2,018 -3%
CAM
232
Cresset Asset Management
Illinois
$4.17M 59,598 +1,485 +3%
PFP
233
Pinnacle Financial Partners
Tennessee
$4.03M 57,626 +5,878 +11%
JF
234
JSF Financial
California
$3.99M 57,097 -11,799 -17%
Natixis Advisors
235
Natixis Advisors
Massachusetts
$3.98M 56,873 +2,791 +5%
WB
236
WesBanco Bank
West Virginia
$3.93M 56,221 -1,628 -3%
IBOK
237
Independence Bank of Kentucky
Kentucky
$3.93M 56,149 +126 +0.2%
NAM
238
NTV Asset Management
West Virginia
$3.91M 55,874 +135 +0.2%
Financial Engines Advisors
239
Financial Engines Advisors
California
$3.84M 54,950 -44,449 -45%
NEPWA
240
New England Private Wealth Advisors
Massachusetts
$3.84M 54,931 +208 +0.4%
AllianceBernstein
241
AllianceBernstein
Tennessee
$3.82M 54,629 +1,884 +4%
MCM
242
MV Capital Management
Maryland
$3.79M 54,166 -588 -1%
SG Americas Securities
243
SG Americas Securities
New York
$3.78M 54,056 +54,056 New
MCIA
244
Mountain Capital Investment Advisors
Colorado
$3.77M 53,874 -57,825 -52%
SAM
245
Silvercrest Asset Management
New York
$3.76M 53,797 +4 +0%
Vanguard Group
246
Vanguard Group
Pennsylvania
$3.76M 53,748 +53,748 New
ST
247
Sabal Trust
Florida
$3.73M 53,340 – –
EFS
248
Essex Financial Services
Connecticut
$3.72M 53,201 -1,537 -3%
MRWM
249
ML&R Wealth Management
Texas
$3.69M 52,828 – –
Fiera Capital (Canada)
250
Fiera Capital (Canada)
Quebec, Canada
$3.68M 52,651 +1 +0%
8 9
10
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