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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 %
GT
251
Glenmede Trust
Pennsylvania
$3M 46,366 +10,710 +30%
CWA
252
Clarus Wealth Advisors
Arizona
$3M 45,598 -6,757 -13%
HSA
253
HBK Sorce Advisory
Pennsylvania
$2.99M 46,267 +1,153 +3%
TCM
254
Twele Capital Management
Minnesota
$2.94M 45,504 – –
NWM
255
NEIRG Wealth Management
Massachusetts
$2.93M 45,362 +1,530 +3%
RWA
256
Ropes Wealth Advisors
Massachusetts
$2.9M 44,842 – –
PFM
257
Phillips Financial Management
Indiana
$2.9M 44,821 +26 +0.1%
MCM
258
MV Capital Management
Maryland
$2.86M 44,181 +9,593 +28%
SFG
259
Summit Financial Group
West Virginia
$2.84M 43,938 -101 -0.2%
Millennium Management
260
Millennium Management
New York
$2.81M 43,508 +18,149 +72%
PCA
261
Pallas Capital Advisors
Massachusetts
$2.81M 41,284 -2,471 -6%
CAC
262
Certified Advisory Corp
Florida
$2.77M 42,817 -2,406 -5%
SWM
263
Southern Wealth Management
Texas
$2.69M 41,531 -579 -1%
IDBONY
264
Israel Discount Bank of New York
New York
$2.68M 41,477 -1,434 -3%
AAS
265
Ameritas Advisory Services
Nebraska
$2.67M 41,274 -1,653 -4%
AL
266
Aspiriant LLC
California
$2.67M 41,246 +1,087 +3%
QCG
267
Quadrant Capital Group
Ohio
$2.66M 41,167 -400 -1%
HCMT
268
Highland Capital Management (Tennessee)
Tennessee
$2.65M 40,982 -696 -2%
TPCW
269
TD Private Client Wealth
New York
$2.64M 40,853 -13,218 -24%
GWM
270
Geneos Wealth Management
Colorado
$2.62M 39,947 +585 +1%
AMG
271
Asset Management Group
Connecticut
$2.59M 40,092 +115 +0.3%
SWM
272
Spire Wealth Management
Virginia
$2.59M 40,003 +854 +2%
9WM
273
9258 Wealth Management
Ohio
$2.58M 39,929 +26,650 +201%
FC
274
FCA Corp
Texas
$2.56M 39,653 +1,007 +3%
AI
275
Atria Investments
North Carolina
$2.53M 39,073 -26,580 -40%
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