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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 %
SCA
276
St. Clair Advisors
Ohio
$3.98M +$1.72M +22,144 +76%
PFP
277
Pinnacle Financial Partners
Tennessee
$3.93M -$727K -9,359 -16%
WC
278
Waterloo Capital
Texas
$3.84M +$3.84M +49,347 New
WIC
279
Whitegate Investment Counselors
New Hampshire
$3.82M -$12K -154 -0.3%
GWAM
280
Guardian Wealth Advisors (Minnesota)
Minnesota
$3.82M +$61.1K +786 +2%
HH
281
Hilltop Holdings
Texas
$3.75M +$425K +5,462 +13%
CCB
282
Country Club Bank
Missouri
$3.73M +$7.83K +100 +0.2%
WAG
283
Winthrop Advisory Group
Massachusetts
$3.72M +$2.99M +39,869 +411%
JF
284
JSF Financial
California
$3.68M -$65.1K -837 -2%
PS
285
Principal Securities
Iowa
$3.67M +$3.67M +47,219 New
TPCW
286
TD Private Client Wealth
New York
$3.66M +$299K +3,852 +9%
AAS
287
Asset Allocation Strategies
Michigan
$3.65M +$1.31M +16,867 +56%
GBWM
288
Granite Bay Wealth Management
New Hampshire
$3.61M -$83.8K -1,179 -2%
IAN
289
Integrated Advisors Network
Texas
$3.6M -$248K -3,195 -6%
PCIA
290
Prime Capital Investment Advisors
Kansas
$3.58M +$1.09M +14,060 +44%
GFG
291
Goldstone Financial Group
Illinois
$3.58M +$1,000K +12,863 +39%
FA
292
Flagstar Advisors
New York
$3.55M -$791K -10,172 -18%
BIM
293
Bridges Investment Management
Nebraska
$3.53M -$145K -1,871 -4%
NL
294
NWAM LLC
Washington
$3.48M +$76K +978 +2%
SFA
295
Sequoia Financial Advisors
Ohio
$3.43M +$685K +8,808 +25%
SHWM
296
Smith & Howard Wealth Management
Georgia
$3.43M +$561K +7,223 +20%
QCG
297
Quadrant Capital Group
Ohio
$3.4M +$268K +3,444 +9%
DTC
298
Davidson Trust Company
Washington
$3.37M +$376K +4,839 +13%
MWP
299
MYCIO Wealth Partners
Pennsylvania
$3.35M +$8.4K +108 +0.3%
NS
300
NBC Securities
Alabama
$3.34M -$51K -656 -2%
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