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iShares Russell Mid-Cap ETF
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Overview Fund Activity

1,118 hedge funds and large institutions have $22.3B invested in iShares Russell Mid-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 333 increasing their positions, 406 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,118
Holders Change
-19
Holders Change %
-1.67%
% of All Funds
17.89%
Holding in Top 10
63
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.08%
% of All Funds
1.01%
New
78
Increased
333
Reduced
406
Closed
68
Calls
$11.5M
Puts
$1.78M
Net Calls
+$9.75M
Net Calls Change
+$7.75M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$1.32B
2
PCIG
Partners Capital Investment Group
Massachusetts
$26.6M
3
Baird Financial Group
Baird Financial Group
Wisconsin
$517M
4
ICMARC
International City Management Association Retirement Corp
District of Columbia
$49.1M
5
PCP
Proficio Capital Partners
Massachusetts
$15.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$4.01B
2
Wells Fargo
Wells Fargo
California
$2.67B
3
HNB
Huntington National Bank
Ohio
$40.6M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$560M
5
Morgan Stanley
Morgan Stanley
New York
$473M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCP
351
Fidelis Capital Partners
Florida
$2.01M +$1.45M +21,050 +258%
PPW
352
Pasadena Private Wealth
California
$2M – – –
BB
353
Busey Bank
Illinois
$1.98M -$241K -3,446 -11%
NL
354
NWAM LLC
Washington
$1.98M -$1.15M -16,469 -37%
GW
355
GW & Wade
Massachusetts
$1.97M +$1.75K +25 +0.1%
SCA
356
St. Clair Advisors
Ohio
$1.96M -$14.8K -211 -0.7%
SWM
357
Southern Wealth Management
Texas
$1.95M +$169K +2,412 +9%
EI
358
Ellevest Inc
New York
$1.95M – – –
ASN
359
Advisory Services Network
Georgia
$1.94M +$114K +1,634 +6%
RCA
360
Resonant Capital Advisors
Wisconsin
$1.92M – – –
PBO
361
Peoples Bank (Ohio)
Ohio
$1.92M -$211K -3,013 -10%
FC
362
Fulcrum Capital
Washington
$1.92M – – –
RIS
363
Retirement Income Solutions
Michigan
$1.92M -$208K -2,978 -10%
LC
364
Lindbrook Capital
California
$1.92M +$350K +5,000 +22%
BKA
365
Brick & Kyle Associates
Pennsylvania
$1.92M -$3.92K -56 -0.2%
TF
366
TimeScale Financial
Massachusetts
$1.91M +$1.69M +24,210 +793%
FT
367
Fiduciary Trust
Massachusetts
$1.89M -$121K -1,730 -6%
HP
368
HT Partners
Connecticut
$1.88M – – –
ZB
369
Zions Bancorporation
Utah
$1.87M – – –
FBB
370
Fulton Breakefield Broenniman
Maryland
$1.86M -$6.29K -90 -0.3%
KAH
371
Kathryn A. Hall
$1.85M – – –
AC
372
Abbrea Capital
California
$1.84M -$30.1K -430 -2%
EWM
373
Evercore Wealth Management
New York
$1.84M – – –
EIG
374
Ellenbecker Investment Group
Wisconsin
$1.84M -$71.3K -1,020 -4%
FMTC
375
Farmers & Merchants Trust Company
California
$1.84M -$185K -2,644 -9%
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