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iShares Russell Mid-Cap ETF
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Overview Fund Activity

1,125 hedge funds and large institutions have $24.1B invested in iShares Russell Mid-Cap ETF in 2022 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 409 increasing their positions, 352 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,125
Holders Change
-8
Holders Change %
-0.71%
% of All Funds
17.8%
Holding in Top 10
63
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.56%
% of All Funds
1%
New
83
Increased
409
Reduced
352
Closed
78
Calls
$9.3M
Puts
$2.27M
Net Calls
+$7.03M
Net Calls Change
-$6.78M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$992M
2
Wells Fargo
Wells Fargo
California
$3.02B
3
US Bancorp
US Bancorp
Minnesota
$1.5B
4
EB
Eastern Bank
Massachusetts
$38.5M
5
FMI
Factory Mutual Insurance
Massachusetts
$60.1M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$515M
2
Ameriprise
Ameriprise
Minnesota
$319M
3
HNB
Huntington National Bank
Ohio
$46.7M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$1.32B
5
TF
TIAA FSB
Florida
$520M
Name Holding Trade Value Shares
Change 		Shares
Change %
RSWM
251
Robertson Stephens Wealth Management
California
$3.74M +$1.39M +17,853 +59%
NFG
252
Nadler Financial Group
Illinois
$3.61M +$243K +3,114 +7%
LNWWM
253
Laird Norton Wetherby Wealth Management
California
$3.59M +$87K +1,115 +2%
SJIM
254
St. Johns Investment Management
Florida
$3.56M -$19.3K -247 -0.5%
TCM
255
Twele Capital Management
Minnesota
$3.55M +$7.8K +100 +0.2%
VR
256
Viridian RIA
Washington
$3.55M -$3.64M -43,856 Closed
CAC
257
Certified Advisory Corp
Florida
$3.53M -$26.9K -345 -0.8%
FPS
258
Fieldpoint Private Securities
Connecticut
$3.53M +$341K +4,368 +11%
HSA
259
HBK Sorce Advisory
Pennsylvania
$3.52M +$434K +5,563 +14%
RWA
260
Ropes Wealth Advisors
Massachusetts
$3.5M -$32K -410 -0.9%
PFM
261
Phillips Financial Management
Indiana
$3.5M -$150K -1,921 -4%
SFG
262
Summit Financial Group
West Virginia
$3.44M +$192K +2,456 +6%
NWM
263
NEIRG Wealth Management
Massachusetts
$3.42M +$731K +9,360 +27%
HH
264
Hilltop Holdings
Texas
$3.41M -$18.9M -241,934 -85%
BB
265
Busey Bank
Illinois
$3.37M -$152K -1,954 -4%
PCA
266
Pallas Capital Advisors
Massachusetts
$3.35M -$1.01M -13,132 -23%
AAS
267
Ameritas Advisory Services
Nebraska
$3.35M +$151K +1,935 +5%
IDBONY
268
Israel Discount Bank of New York
New York
$3.35M +$157K +2,016 +5%
SWM
269
Southern Wealth Management
Texas
$3.29M +$1.64M +21,076 +100%
HCMT
270
Highland Capital Management (Tennessee)
Tennessee
$3.25M +$212K +2,717 +7%
QCG
271
Quadrant Capital Group
Ohio
$3.24M -$33.6K -430 -1%
PGFC
272
Peapack-Gladstone Financial Corp
New Jersey
$3.17M +$858 +11 +0%
LSAG
273
Lake Street Advisors Group
New Hampshire
$3.14M -$76.9K -985 -2%
AL
274
Aspiriant LLC
California
$3.14M -$45.6K -584 -1%
SVWAG
275
Sound View Wealth Advisors Group
Georgia
$3.13M +$25.8K +330 +0.8%
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