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iShares Russell Mid-Cap ETF
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Overview Fund Activity

1,057 hedge funds and large institutions have $19.7B invested in iShares Russell Mid-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 330 increasing their positions, 362 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,057
Holders Change
-18
Holders Change %
-1.67%
% of All Funds
18.28%
Holding in Top 10
62
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.64%
% of All Funds
1.07%
New
59
Increased
330
Reduced
362
Closed
65
Calls
$9.25M
Puts
$2.11M
Net Calls
+$7.13M
Net Calls Change
+$1.31M

Top Buyers

1
FMI
1
Factory Mutual Insurance
Massachusetts
$107M
2
Bank of America
2
Bank of America
North Carolina
$3.72B
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$1.14B
4
US Bancorp
4
US Bancorp
Minnesota
$1.18B
5
CCA
5
Catalyst Capital Advisors
New York
$89.1M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$2.35B
2
HNB
2
Huntington National Bank
Ohio
$36.6M
3
BlackRock
3
BlackRock
New York
$23.6M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$1B
5
AF
5
Alerus Financial
North Dakota
$18M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
376
Samalin Investment Counsel
New York
$1.43M +$20.6K +331 +1%
Allspring Global Investments
377
Allspring Global Investments
North Carolina
$1.42M -$403K -6,490 -22%
BBNA
378
Bremer Bank National Association
Minnesota
$1.42M – – –
FLPIM
379
F.L. Putnam Investment Management
Massachusetts
$1.4M -$6.03K -97 -0.4%
CFGS
380
Concourse Financial Group Securities
Alabama
$1.4M +$7.46K +120 +0.5%
EWA
381
EP Wealth Advisors
California
$1.39M +$104K +1,679 +8%
AWM
382
Apollon Wealth Management
South Carolina
$1.38M -$113K -1,815 -8%
LL
383
LPWM LLC
Minnesota
$1.38M -$24.7K -398 -2%
SWA
384
SOA Wealth Advisors
New York
$1.37M +$128K +2,061 +10%
AA
385
Ancora Advisors
Ohio
$1.36M -$311 -5 -0%
EW
386
Enzi Wealth
Texas
$1.36M +$1.36M +19,250 New
ASN
387
Advisory Services Network
Georgia
$1.36M -$2.49K -40 -0.2%
HAFS
388
Hapanowicz & Associates Financial Services
Pennsylvania
$1.35M +$18.4K +296 +1%
GVAG
389
Great Valley Advisor Group
Delaware
$1.34M +$72.6K +1,167 +6%
MG
390
Mather Group
Illinois
$1.34M +$24.8K +399 +2%
OLA
391
Oliver Luxxe Assets
New Jersey
$1.33M +$41.3K +664 +3%
DWT
392
Dorsey & Whitney Trust
South Dakota
$1.33M +$997K +16,042 +303%
SMC
393
Smith, Moore & Co
Missouri
$1.3M -$11.8K -190 -0.9%
MW
394
MBL Wealth
North Carolina
$1.3M -$9.32K -150 -0.7%
VFA
395
Valeo Financial Advisors
Indiana
$1.3M – – –
FPGK
396
Financial Partners Group (Kansas)
Kansas
$1.29M +$21.9K +352 +2%
1WM
397
1900 Wealth Management
Texas
$1.28M +$6.9K +111 +0.5%
LB
398
Legacy Bridge
Iowa
$1.25M – – –
TWA
399
TPB Wealth Advisors
Texas
$1.24M -$158K -2,536 -11%
NCM
400
NCM Capital Management
New Jersey
$1.23M +$1.23M +19,788 New
14 15
16
17 18