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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 %
SSB
301
Sandy Spring Bank
Maryland
$3.31M +$104K +1,332 +3%
DIP
302
DT Investment Partners
Pennsylvania
$3.3M -$25.4M -326,419 -89%
SFG
303
Summit Financial Group
West Virginia
$3.29M +$124K +1,593 +4%
FPCP
304
Fort Point Capital Partners
California
$3.24M +$78.7K +1,012 +2%
CL
305
Choreo LLC
Illinois
$3.22M +$91.4K +1,176 +3%
AMG
306
Asset Management Group
Connecticut
$3.15M +$28.5K +367 +0.9%
SWM
307
Spire Wealth Management
Virginia
$3.13M -$13.4K -175 -0.4%
HSA
308
HBK Sorce Advisory
Pennsylvania
$3.11M -$1.3M -16,682 -29%
GHAM
309
Gilman Hill Asset Management
Connecticut
$3.11M – – –
CPSC
310
Carl P. Sherr & Co
Massachusetts
$3.08M +$639K +8,222 +26%
HWM
311
HB Wealth Management
Georgia
$3.05M -$53.4K -687 -2%
AL
312
Aspiriant LLC
California
$2.98M – – –
EWM
313
Evercore Wealth Management
New York
$2.94M +$867K +11,153 +42%
IWC
314
Integrated Wealth Concepts
Massachusetts
$2.92M -$333K -4,290 -10%
MAM
315
Marquette Asset Management
Minnesota
$2.92M -$135K -1,736 -4%
NF
316
Nvest Financial
New Hampshire
$2.9M +$1.17M +15,016 +67%
TFS
317
Thoroughbred Financial Services
Tennessee
$2.89M +$396K +5,100 +16%
PFM
318
Phillips Financial Management
Indiana
$2.86M – – –
HCMT
319
Highland Capital Management (Tennessee)
Tennessee
$2.86M -$2.88K -37 -0.1%
LSAG
320
Lake Street Advisors Group
New Hampshire
$2.85M -$173K -2,228 -6%
Prudential Financial
321
Prudential Financial
New Jersey
$2.85M +$39K +502 +1%
CRC
322
Curi RMB Capital
Illinois
$2.84M -$13K -167 -0.5%
LL
323
LPWM LLC
Minnesota
$2.82M +$671K +8,817 +31%
NL
324
NVWM LLC
Pennsylvania
$2.82M +$12K +154 +0.4%
MC
325
Middleton & Co
Massachusetts
$2.77M -$15.5K -200 -0.6%
11 12
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