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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 %
CWA
351
Centennial Wealth Advisory
Michigan
$2.39M -$22.4K -288 -0.9%
ECM
352
Evergreen Capital Management
Washington
$2.39M +$16.1K +207 +0.7%
MAA
353
Matrix Asset Advisors
New York
$2.39M +$125K +1,614 +6%
GWM
354
Geneos Wealth Management
Colorado
$2.39M -$65.6K -844 -3%
CAM
355
Cozad Asset Management
Illinois
$2.37M – – –
NSCM
356
New South Capital Management
Tennessee
$2.35M -$131K -1,690 -5%
LNWTC
357
Laird Norton Wetherby Trust Company
Washington
$2.32M +$2.32M +29,850 New
PFA
358
Pathway Financial Advisors
Vermont
$2.31M – – –
CFB
359
Cullen/Frost Bankers
Texas
$2.29M -$493K -6,337 -18%
ASN
360
Advisory Services Network
Georgia
$2.28M -$212K -2,722 -8%
FWP
361
FAS Wealth Partners
Kansas
$2.27M -$24.5K -315 -1%
SWA
362
SOA Wealth Advisors
New York
$2.27M +$56.7K +729 +3%
AI
363
Atria Investments
North Carolina
$2.26M +$560K +7,202 +33%
FGAM
364
Financial Gravity Asset Management
Texas
$2.25M +$112K +332 +5%
FRA
365
Frank Rimerman Advisors
California
$2.25M +$8.08K +104 +0.4%
RIS
366
Retirement Income Solutions
Michigan
$2.25M +$116K +1,490 +5%
SFS
367
Summit Financial Strategies
Ohio
$2.24M +$184K +2,367 +9%
SIC
368
Samalin Investment Counsel
New York
$2.23M +$27.7K +356 +1%
SFS
369
Sowell Financial Services
Arkansas
$2.23M +$199K +2,562 +10%
FMWA
370
Forvis Mazars Wealth Advisors
Missouri
$2.22M -$261K -3,358 -11%
PPW
371
Pasadena Private Wealth
California
$2.22M – – –
CCG
372
Cypress Capital Group
Florida
$2.21M -$650K -8,359 -23%
PA
373
Procyon Advisors
Connecticut
$2.2M +$737K +9,486 +51%
EK
374
Evensky & Katz
Florida
$2.19M +$17.6K +226 +0.8%
MBI
375
May Barnhard Investments
Maryland
$2.18M +$2.18M +28,043 New
13 14
15
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