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iShares Russell Mid-Cap ETF
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Overview Fund Activity

1,243 hedge funds and large institutions have $25.6B invested in iShares Russell Mid-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 171 funds opening new positions, 403 increasing their positions, 386 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,243
Holders Change
+105
Holders Change %
+9.23%
% of All Funds
18.22%
Holding in Top 10
64
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.23%
% of All Funds
0.94%
New
171
Increased
403
Reduced
386
Closed
48
Calls
$14.6M
Puts
$567K
Net Calls
+$14.1M
Net Calls Change
+$3.51M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$571M
2
Bank of America
Bank of America
North Carolina
+$163M
3
Baird Financial Group
Baird Financial Group
Wisconsin
+$134M
4
Ameriprise
Ameriprise
Minnesota
+$91.4M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$54M

Top Sellers

1
Natixis Advisors
Natixis Advisors
Massachusetts
-$41.8M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$39M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$38.7M
4
Wells Fargo
Wells Fargo
California
-$36.8M
5
CA
Cetera Advisors
Colorado
-$36.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
251
Brinker Capital Investments
Pennsylvania
$4.72M +$4.72M +61,277 New
OPS
252
Orion Portfolio Solutions
Nebraska
$4.72M +$4.72M +61,277 New
Financial Engines Advisors
253
Financial Engines Advisors
California
$4.71M +$2.75M +35,334 +140%
ACB
254
Aristotle Capital Boston
Massachusetts
$4.66M -$235K -3,029 -5%
CGPCS
255
Capital Group Private Client Services
California
$4.56M +$82.7K +1,064 +2%
SVWAG
256
Sound View Wealth Advisors Group
Georgia
$4.45M +$235K +3,020 +6%
KAM
257
Knightsbridge Asset Management
California
$4.44M +$1.05M +13,469 +31%
LFAS
258
Level Four Advisory Services
Texas
$4.38M -$357K -4,595 -8%
ST
259
Sabal Trust
Florida
$4.38M -$168K -2,159 -4%
MCM
260
MV Capital Management
Maryland
$4.37M -$79.1K -1,017 -2%
NAM
261
NTV Asset Management
West Virginia
$4.37M -$5.44K -70 -0.1%
Select Equity Group
262
Select Equity Group
New York
$4.34M +$4.34M +55,885 New
NEPWA
263
New England Private Wealth Advisors
Massachusetts
$4.34M +$38.9K +501 +0.9%
UCFA
264
United Capital Financial Advisors
Texas
$4.31M -$934K -12,020 -18%
TCWA
265
Turtle Creek Wealth Advisors
Texas
$4.31M +$4.31M +55,426 New
Vanguard Group
266
Vanguard Group
Pennsylvania
$4.24M +$55.7K +717 +1%
BFG
267
Baron Financial Group
New Jersey
$4.19M +$207K +2,664 +5%
IAM
268
Iridian Asset Management
Connecticut
$4.17M +$4.17M +53,656 New
DC
269
Davenport & Co
Virginia
$4.14M +$3.07M +39,515 +288%
MRWM
270
ML&R Wealth Management
Texas
$4.11M – – –
FTWA
271
Fifth Third Wealth Advisors
Ohio
$4.1M +$278K +3,572 +7%
Fiera Capital (Canada)
272
Fiera Capital (Canada)
Quebec, Canada
$4.09M +$233 +3 +0%
SAM
273
Silvercrest Asset Management
New York
$4.09M -$194K -2,499 -5%
IWM
274
IHT Wealth Management
Illinois
$4.09M +$773K +9,943 +23%
SJIM
275
St. Johns Investment Management
Florida
$4.08M +$321K +4,130 +9%
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