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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 %
GIM
376
Goelzer Investment Management
Indiana
$1.84M – – –
CWM
377
Calamos Wealth Management
Illinois
$1.83M – – –
LT
378
Legacy Trust
Michigan
$1.8M +$65.4K +935 +4%
SB
379
Simmons Bank
Arkansas
$1.8M +$616K +8,810 +52%
GBT
380
Grove Bank & Trust
Florida
$1.79M – – –
MBT
381
Montecito Bank & Trust
California
$1.77M -$77.5K -1,108 -4%
WAM
382
Weatherly Asset Management
California
$1.76M -$5.59K -80 -0.3%
NGA
383
Naples Global Advisors
Florida
$1.76M -$231K -3,310 -12%
CPIG
384
Chicago Partners Investment Group
Illinois
$1.76M +$8.8K +126 +0.5%
NFG
385
Nations Financial Group
Iowa
$1.75M -$15.5K -221 -0.9%
OLA
386
Oliver Luxxe Assets
New Jersey
$1.74M +$251K +3,588 +17%
FPCP
387
Fort Point Capital Partners
California
$1.73M +$1.04M +14,853 +149%
NWM
388
NEIRG Wealth Management
Massachusetts
$1.73M +$52.1K +745 +3%
WANY
389
Wealthspire Advisors (New York)
New York
$1.73M -$30.1K -430 -2%
MA
390
MBA Advisors
Pennsylvania
$1.7M -$71.1K -1,017 -4%
FLPIM
391
F.L. Putnam Investment Management
Massachusetts
$1.66M +$91.9K +1,315 +6%
CGPCS
392
Capital Group Private Client Services
California
$1.66M +$316K +4,521 +23%
CPSC
393
Carl P. Sherr & Co
Massachusetts
$1.66M +$125K +1,785 +8%
LC
394
LCNB Corp
Ohio
$1.65M -$231K -3,300 -12%
SWA
395
SOA Wealth Advisors
New York
$1.64M +$2.1K +30 +0.1%
RhumbLine Advisers
396
RhumbLine Advisers
Massachusetts
$1.63M +$105K +1,495 +7%
SIC
397
Samalin Investment Counsel
New York
$1.6M +$2.03K +29 +0.1%
CFP
398
Catalyst Financial Partners
Massachusetts
$1.6M +$109K +1,555 +7%
BBNA
399
Bremer Bank National Association
Minnesota
$1.59M – – –
AWM
400
Apollon Wealth Management
South Carolina
$1.58M +$9.44K +135 +0.6%
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16
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