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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 %
PA
376
Procyon Advisors
Connecticut
$1.47M -$98.8K -1,528 -6%
FLPIM
377
F.L. Putnam Investment Management
Massachusetts
$1.47M -$58.7K -908 -4%
SIC
378
Samalin Investment Counsel
New York
$1.47M +$97.1K +1,502 +7%
TWA
379
TPB Wealth Advisors
Texas
$1.46M +$1.46M +22,525 New
CFGS
380
Concourse Financial Group Securities
Alabama
$1.45M +$19.1K +296 +1%
FFS
381
Founders Financial Securities
Maryland
$1.44M -$591K -9,145 -29%
MBT
382
Montecito Bank & Trust
California
$1.44M -$4.78K -74 -0.3%
AC
383
Abbrea Capital
California
$1.43M – – –
AA
384
Ancora Advisors
Ohio
$1.42M -$23.7K -367 -2%
ASN
385
Advisory Services Network
Georgia
$1.42M +$165K +2,551 +13%
BWM
386
BT Wealth Management
Georgia
$1.4M -$4.66K -72 -0.3%
HAFS
387
Hapanowicz & Associates Financial Services
Pennsylvania
$1.39M +$92.2K +1,426 +7%
IA
388
IFP Advisors
Florida
$1.38M – – –
PTC
389
Private Trust Company
Ohio
$1.37M +$1.37M +21,257 New
MG
390
Mather Group
Illinois
$1.36M -$4.85K -75 -0.4%
SMC
391
Smith, Moore & Co
Missouri
$1.36M +$15.3K +236 +1%
MW
392
MBL Wealth
North Carolina
$1.36M +$323 +5 +0%
VFA
393
Valeo Financial Advisors
Indiana
$1.35M +$129 +2 +0%
OLA
394
Oliver Luxxe Assets
New Jersey
$1.34M -$2.13K -33 -0.2%
NCG
395
Newport Capital Group
New Jersey
$1.34M -$39.2K -607 -3%
EWA
396
EP Wealth Advisors
California
$1.33M -$23.3K -360 -2%
Carson Wealth (CWM LLC)
397
Carson Wealth (CWM LLC)
Nebraska
$1.33M +$530K +8,188 +66%
GT
398
Greenleaf Trust
Michigan
$1.33M +$145K +2,247 +12%
1WM
399
1900 Wealth Management
Texas
$1.32M – – –
GVAG
400
Great Valley Advisor Group
Delaware
$1.32M +$109K +1,693 +9%
14 15
16
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