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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 %
SFG
276
Summit Financial Group
West Virginia
$2.96M -$3.85K -55 -0.1%
PGFC
277
Peapack-Gladstone Financial Corp
New Jersey
$2.92M -$24.3K -348 -0.8%
TPCW
278
TD Private Client Wealth
New York
$2.89M -$2.32M -33,172 -44%
CL
279
Choreo LLC
Illinois
$2.87M +$127K +1,821 +5%
SWM
280
Spire Wealth Management
Virginia
$2.86M +$13.8K +198 +0.5%
PCA
281
Pallas Capital Advisors
Massachusetts
$2.85M -$13.2K -189 -0.5%
AMG
282
Asset Management Group
Connecticut
$2.83M +$4.41K +63 +0.2%
DI
283
DAGCO Inc
Ohio
$2.83M -$1.56M -22,351 -36%
MWP
284
MYCIO Wealth Partners
Pennsylvania
$2.8M -$53.4K -764 -2%
GHAM
285
Gilman Hill Asset Management
Connecticut
$2.78M -$22.8K -326 -0.8%
RWA
286
Ropes Wealth Advisors
Massachusetts
$2.78M -$65.8K -941 -2%
GIA
287
Gladstone Institutional Advisory
Florida
$2.75M +$199K +2,841 +8%
HWM
288
HB Wealth Management
Georgia
$2.74M -$43.6K -624 -2%
QCG
289
Quadrant Capital Group
Ohio
$2.74M -$76.6K -1,096 -3%
HAIM
290
Hunter Associates Investment Management
Pennsylvania
$2.71M +$1.45M +20,711 +115%
AL
291
Aspiriant LLC
California
$2.7M -$5.87K -84 -0.2%
IDBONY
292
Israel Discount Bank of New York
New York
$2.69M -$67.1K -960 -2%
SHWM
293
Smith & Howard Wealth Management
Georgia
$2.64M +$521K +7,445 +25%
DTC
294
Davidson Trust Company
Washington
$2.64M +$92.3K +1,320 +4%
TCM
295
Twele Capital Management
Minnesota
$2.63M -$259K -3,700 -9%
HI
296
Horizon Investments
North Carolina
$2.63M +$589K +8,426 +29%
MC
297
Middleton & Co
Massachusetts
$2.62M -$3.22K -46 -0.1%
GWM
298
Geneos Wealth Management
Colorado
$2.6M -$23.6K -337 -0.9%
HCMT
299
Highland Capital Management (Tennessee)
Tennessee
$2.59M +$70 +1 +0%
HCC
300
Hirtle Callaghan & Co
Pennsylvania
$2.59M -$30.7K -439 -1%
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