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iShares Russell Mid-Cap ETF
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Overview Fund Activity

1,075 hedge funds and large institutions have $20.5B invested in iShares Russell Mid-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 390 increasing their positions, 344 reducing their positions, and 101 closing their positions.

Holders
1,075
Holders Change
-50
Holders Change %
-4.44%
% of All Funds
18.18%
Holding in Top 10
61
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.17%
% of All Funds
1.03%
New
66
Increased
390
Reduced
344
Closed
101
Calls
$6.44M
Puts
$623K
Net Calls
+$5.82M
Net Calls Change
-$1.21M

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.2B
2
Wells Fargo
2
Wells Fargo
California
$2.57B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$196M
4
Bank of America
4
Bank of America
North Carolina
$3.81B
5
LPL Financial
5
LPL Financial
California
$158M

Top Sellers

1
AWA
1
Aaron Wealth Advisors
Illinois
$1.78M
2
UBS Group
2
UBS Group
Switzerland
$340M
3
Stifel Financial
3
Stifel Financial
Missouri
$17.7M
4
US Bancorp
4
US Bancorp
Minnesota
$1.21B
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$1.06B
Name Market Value Shares Shares
Change 		Shares
Change %
FMWA
301
Forvis Mazars Wealth Advisors
Missouri
$2.25M 34,744 +3,139 +10%
HWM
302
HB Wealth Management
Georgia
$2.24M 34,703 -1,095 -3%
SCA
303
Sage Capital Advisors
South Dakota
$2.21M 34,115 -2,084 -6%
CFG
304
Citizens Financial Group
Rhode Island
$2.2M 34,042 -16,936 -33%
NL
305
NWAM LLC
Washington
$2.17M 32,991 -18,881 -36%
Prudential Financial
306
Prudential Financial
New Jersey
$2.14M 32,709 -439 -1%
SVWAG
307
Sound View Wealth Advisors Group
Georgia
$2.12M 32,827 -7,313 -18%
CC
308
Courier Capital
New York
$2.12M 32,818 +1,400 +4%
VCM
309
Vivaldi Capital Management
Illinois
$2.08M 32,109 -53 -0.2%
GHAM
310
Gilman Hill Asset Management
Connecticut
$2.08M 32,109 +247 +0.8%
CCG
311
Cypress Capital Group
Florida
$2.07M 31,951 +499 +2%
ACA
312
Anchor Capital Advisors
Massachusetts
$2.05M 31,730 -60 -0.2%
HH
313
Hilltop Holdings
Texas
$2.04M 31,524 -12,142 -28%
FUBT
314
First United Bank & Trust
Maryland
$2.02M 31,203 -2,035 -6%
PAS
315
Park Avenue Securities
New York
$2.01M 31,037 +2,625 +9%
AIM
316
Allen Investment Management
New York
$2.01M 31,000 – –
MGIA
317
Moneta Group Investment Advisors
Missouri
$1.99M 30,838 +7,081 +30%
FBB
318
Fulton Breakefield Broenniman
Maryland
$1.98M 30,549 -503 -2%
RIS
319
Retirement Income Solutions
Michigan
$1.96M 30,379 +5,804 +24%
CI
320
CX Institutional
Indiana
$1.96M 30,313 +30,313 New
PBO
321
Peoples Bank (Ohio)
Ohio
$1.95M 30,198 -1,671 -5%
CWA
322
Centennial Wealth Advisory
Michigan
$1.95M 30,186 -2,738 -8%
AP
323
Appleton Partners
Massachusetts
$1.94M 30,055 -107 -0.4%
PFA
324
Pathway Financial Advisors
Vermont
$1.94M 30,051 – –
SCA
325
St. Clair Advisors
Ohio
$1.94M 29,973 +549 +2%
11 12
13
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