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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 %
DWM
326
Dakota Wealth Management
Florida
$1.94M 29,952 -2,148 -7%
PMG
327
Private Management Group
California
$1.94M 29,960 -1,100 -4%
AFC
328
AFT Forsyth & Company
Florida
$1.93M 29,874 +6 +0%
MCWS
329
McKinley Carter Wealth Services
West Virginia
$1.93M 29,844 -771 -3%
Allspring Global Investments
330
Allspring Global Investments
North Carolina
$1.9M 29,390 -3,656 -11%
EK
331
Evensky & Katz
Florida
$1.88M 29,126 +230 +0.8%
PPW
332
Pasadena Private Wealth
California
$1.88M 29,000 -95 -0.3%
MIAN
333
Mariner Independent Advisor Network
Kansas
$1.87M 28,142 -31,896 -53%
CAM
334
Cozad Asset Management
Illinois
$1.86M 28,770 +605 +2%
FT
335
Fiduciary Trust
Massachusetts
$1.86M 28,708 – –
FRA
336
Frank Rimerman Advisors
California
$1.85M 28,651 +36 +0.1%
CPIG
337
Chicago Partners Investment Group
Illinois
$1.85M 26,081 +934 +4%
SSWM
338
Smith Salley Wealth Management
North Carolina
$1.83M 28,310 +8,144 +40%
CFB
339
Cullen/Frost Bankers
Texas
$1.82M 28,155 +947 +3%
EI
340
Ellevest Inc
New York
$1.8M 27,901 -57 -0.2%
FFWM
341
Future Financial Wealth Management
Ohio
$1.8M 23,026 – –
AWA
342
Aaron Wealth Advisors
Illinois
$1.78M 27,500 -1,741,900 -98%
FC
343
Fulcrum Capital
Washington
$1.78M 27,487 – –
BKA
344
Brick & Kyle Associates
Pennsylvania
$1.76M 27,390 +485 +2%
CRWM
345
Castle Rock Wealth Management
California
$1.76M 26,279 -1,265 -5%
DY
346
Dowling & Yahnke
California
$1.75M 27,121 +2,250 +9%
EIG
347
Ellenbecker Investment Group
Wisconsin
$1.75M 26,987 -182 -0.7%
NGA
348
Naples Global Advisors
Florida
$1.74M 26,962 -145 -0.5%
HP
349
HT Partners
Connecticut
$1.74M 26,956 – –
ZB
350
Zions Bancorporation
Utah
$1.73M 26,684 -5,597 -17%
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14
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