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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
HNB
3
Huntington National Bank
Ohio
$40.6M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$560M
5
Morgan Stanley
5
Morgan Stanley
New York
$473M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFM
251
Parsec Financial Management
North Carolina
$3.68M +$147K +2,105 +4%
UCFA
252
United Capital Financial Advisors
Texas
$3.67M -$1.13M -16,149 -24%
GWAM
253
Guardian Wealth Advisors (Minnesota)
Minnesota
$3.64M +$23K +329 +0.6%
CCM
254
Copeland Capital Management
Pennsylvania
$3.63M -$11.3M -161,954 -76%
SVWAG
255
Sound View Wealth Advisors Group
Georgia
$3.59M -$413K -5,911 -10%
BWA
256
Beam Wealth Advisors
Louisiana
$3.5M +$30.8K +441 +0.9%
IAN
257
Integrated Advisors Network
Texas
$3.49M +$67.1K +960 +2%
HSA
258
HBK Sorce Advisory
Pennsylvania
$3.47M -$5.09M -72,849 -59%
ATC
259
Argent Trust Co
Tennessee
$3.45M -$134K -1,920 -4%
SJIM
260
St. Johns Investment Management
Florida
$3.43M -$15.9K -228 -0.5%
LNC
261
Lincoln National Corp
Pennsylvania
$3.38M +$209K +2,983 +7%
CCB
262
Country Club Bank
Missouri
$3.38M – – –
HSBC Holdings
263
HSBC Holdings
United Kingdom
$3.35M -$3.5K -50 -0.1%
SSB
264
Sandy Spring Bank
Maryland
$3.33M +$17.1K +245 +0.5%
HPM
265
Hoxton Planning & Management
West Virginia
$3.28M -$463K -6,628 -12%
RWP
266
RWA Wealth Partners
Massachusetts
$3.24M -$51.4K -735 -2%
CFB
267
Cullen/Frost Bankers
Texas
$3.23M +$977K +13,972 +43%
LNWWM
268
Laird Norton Wetherby Wealth Management
California
$3.18M -$123K -1,761 -4%
HTC
269
Haverford Trust Company
Pennsylvania
$3.18M -$578K -8,272 -15%
CWAG
270
Compton Wealth Advisory Group
Virginia
$3.18M +$112K +1,600 +4%
BFG
271
Baron Financial Group
New Jersey
$3.17M +$361K +5,160 +13%
MAM
272
Marquette Asset Management
Minnesota
$3.09M -$95.2K -1,362 -3%
PFM
273
Phillips Financial Management
Indiana
$3.05M -$5.94K -85 -0.2%
Millennium Management
274
Millennium Management
New York
$3.02M +$3.02M +43,128 New
IWC
275
Integrated Wealth Concepts
Massachusetts
$3M +$2.07M +29,540 +221%
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