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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.

New
Increased
Maintained
Reduced
Closed
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
HNB
3
Huntington National Bank
Ohio
$38.9M
4
Stifel Financial
4
Stifel Financial
Missouri
$17.7M
5
US Bancorp
5
US Bancorp
Minnesota
$1.21B
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
351
Evercore Wealth Management
New York
$1.72M -$222K -3,438 -11%
KAH
352
Kathryn A. Hall
$1.72M – – –
ZIM
353
Zacks Investment Management
Illinois
$1.72M +$519K +8,031 +43%
FMTC
354
Farmers & Merchants Trust Company
California
$1.71M +$7.63K +118 +0.4%
JWCA
355
J.W. Cole Advisors
Florida
$1.7M +$75.4K +1,166 +5%
LWAC
356
Laurel Wealth Advisors (California)
California
$1.69M -$2.72K -42 -0.2%
GBT
357
Grove Bank & Trust
Florida
$1.69M – – –
GW
358
GW & Wade
Massachusetts
$1.67M +$690K +10,674 +70%
RhumbLine Advisers
359
RhumbLine Advisers
Massachusetts
$1.66M -$3.1M -47,911 -65%
BFEC
360
Benjamin F. Edwards & Company
Missouri
$1.65M -$47.7K -738 -3%
MA
361
MBA Advisors
Pennsylvania
$1.65M -$16.2K -250 -1%
WAM
362
Weatherly Asset Management
California
$1.64M -$27.5K -425 -2%
VVP
363
Venture Visionary Partners
Ohio
$1.64M +$70.9K +1,096 +5%
PFS
364
Prospera Financial Services
Texas
$1.62M -$46.8K -724 -3%
ELI
365
Empire Life Investments
Ontario, Canada
$1.61M -$2M -30,900 -55%
HI
366
Horizon Investments
North Carolina
$1.6M -$717K -11,082 -31%
NFG
367
Nations Financial Group
Iowa
$1.59M +$1.68K +26 +0.1%
GIM
368
Goelzer Investment Management
Indiana
$1.58M +$83.1K +1,286 +6%
AWM
369
Apollon Wealth Management
South Carolina
$1.56M -$1.62K -25 -0.1%
LW
370
Linscomb Wealth
Texas
$1.55M -$45.1K -697 -3%
DP
371
Denver PWM
Colorado
$1.53M -$70K -1,072 -4%
FWP
372
FAS Wealth Partners
Kansas
$1.53M +$249K +3,853 +19%
LL
373
LPWM LLC
Minnesota
$1.5M -$102K -1,533 -6%
BBNA
374
Bremer Bank National Association
Minnesota
$1.48M – – –
IWM
375
IHT Wealth Management
Illinois
$1.47M -$46.9K -725 -3%
13 14
15
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