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iShares Russell Mid-Cap ETF
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Overview Fund Activity

1,141 hedge funds and large institutions have $22.9B invested in iShares Russell Mid-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 340 increasing their positions, 411 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,141
Holders Change
+23
Holders Change %
+2.06%
% of All Funds
17.99%
Holding in Top 10
64
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.59%
% of All Funds
1.01%
New
80
Increased
340
Reduced
411
Closed
45
Calls
$16.1M
Puts
$1.68M
Net Calls
+$14.4M
Net Calls Change
+$4.63M

Top Buyers

1
US Bancorp
US Bancorp
Minnesota
$1.45B
2
Morgan Stanley
Morgan Stanley
New York
$551M
3
DWM
Dakota Wealth Management
Florida
$30.3M
4
MMA
Miracle Mile Advisors
California
$59M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$1.4B

Top Sellers

1
Wells Fargo
Wells Fargo
California
$2.62B
2
Baird Financial Group
Baird Financial Group
Wisconsin
$437M
3
FMI
Factory Mutual Insurance
Massachusetts
$84.8M
4
Ameriprise
Ameriprise
Minnesota
$245M
5
HNB
Huntington National Bank
Ohio
$40.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
251
Sabal Trust
Florida
$3.92M +$21.8K +299 +0.6%
MRWM
252
ML&R Wealth Management
Texas
$3.86M – – –
NWM
253
NEIRG Wealth Management
Massachusetts
$3.85M +$2.04M +27,953 +113%
Fiera Capital (Canada)
254
Fiera Capital (Canada)
Quebec, Canada
$3.85M +$73 +1 +0%
JF
255
JSF Financial
California
$3.82M -$348K -4,766 -8%
GWAM
256
Guardian Wealth Advisors (Minnesota)
Minnesota
$3.75M -$55.8K -764 -1%
SVWAG
257
Sound View Wealth Advisors Group
Georgia
$3.74M -$7.96K -109 -0.2%
HAIM
258
Hunter Associates Investment Management
Pennsylvania
$3.74M +$904K +12,350 +32%
BFG
259
Baron Financial Group
New Jersey
$3.62M +$310K +4,245 +9%
IAN
260
Integrated Advisors Network
Texas
$3.62M -$24.9K -341 -0.7%
WIC
261
Whitegate Investment Counselors
New Hampshire
$3.6M -$956K -13,091 -21%
AWS
262
Atria Wealth Solutions
New York
$3.59M +$1.16M +15,821 +47%
ATC
263
Argent Trust Co
Tennessee
$3.59M -$12.9K -177 -0.4%
LNC
264
Lincoln National Corp
Pennsylvania
$3.57M +$35K +479 +1%
FTWA
265
Fifth Third Wealth Advisors
Ohio
$3.56M +$297K +4,069 +9%
SJIM
266
St. Johns Investment Management
Florida
$3.55M -$27.5K -377 -0.8%
CCB
267
Country Club Bank
Missouri
$3.51M -$44.5K -615 -1%
CFB
268
Cullen/Frost Bankers
Texas
$3.5M +$134K +1,833 +4%
SSB
269
Sandy Spring Bank
Maryland
$3.48M -$4.09K -56 -0.1%
HSBC Holdings
270
HSBC Holdings
United Kingdom
$3.41M -$83.3K -1,140 -2%
RWP
271
RWA Wealth Partners
Massachusetts
$3.39M +$8.4K +115 +0.2%
NW
272
NewEdge Wealth
Pennsylvania
$3.36M +$2.85M +38,961 +556%
LNWWM
273
Laird Norton Wetherby Wealth Management
California
$3.32M +$219 +3 +0%
CWAG
274
Compton Wealth Advisory Group
Virginia
$3.32M -$2.12K -29 -0.1%
MAM
275
Marquette Asset Management
Minnesota
$3.18M -$39.2K -537 -1%
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