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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 %
GW
376
GW & Wade
Massachusetts
$2.17M +$87K +1,119 +4%
EI
377
Ellevest Inc
New York
$2.17M – – –
MCWS
378
McKinley Carter Wealth Services
West Virginia
$2.17M -$219K -2,813 -9%
CTA
379
Chesley Taft & Associates
Illinois
$2.16M -$31.1K -400 -1%
Allspring Global Investments
380
Allspring Global Investments
North Carolina
$2.16M +$23.2K +299 +1%
WDL
381
Well Done LLC
Michigan
$2.14M +$1.9M +24,503 +798%
CWM
382
Calamos Wealth Management
Illinois
$2.13M +$76.4K +983 +4%
ZB
383
Zions Bancorporation
Utah
$2.13M +$53.5K +688 +3%
CPIG
384
Chicago Partners Investment Group
Illinois
$2.11M +$2.6K +34 +0.1%
AC
385
Abbrea Capital
California
$2.11M – – –
ITIM
386
Indiana Trust & Investment Management
Indiana
$2.1M -$114K -1,463 -5%
Bessemer Group
387
Bessemer Group
New Jersey
$2.1M +$3.89K +50 +0.2%
HP
388
HT Partners
Connecticut
$2.1M – – –
KPWS
389
Kestra Private Wealth Services
Texas
$2.09M -$171K -2,199 -8%
BKA
390
Brick & Kyle Associates
Pennsylvania
$2.07M -$28.5K -367 -1%
MI
391
Motiv8 Investments
Florida
$2.07M +$2.07M +26,586 New
KAH
392
Kathryn A. Hall
$2.06M – – –
BBL
393
Beck Bode LLC
Massachusetts
$2.06M -$197K -2,538 -9%
SSWM
394
Smith Salley Wealth Management
North Carolina
$2.06M +$39.5K +508 +2%
EIG
395
Ellenbecker Investment Group
Wisconsin
$2.06M +$11K +141 +0.5%
FMTC
396
Farmers & Merchants Trust Company
California
$2.05M +$2.02K +26 +0.1%
VFA
397
Valeo Financial Advisors
Indiana
$2.03M +$101K +1,297 +5%
MG
398
Mather Group
Illinois
$2.03M +$895K +11,519 +79%
RCA
399
Resonant Capital Advisors
Wisconsin
$2.02M – – –
GFP
400
Gryphon Financial Partners
Ohio
$2.01M +$2.01M +25,912 New
14 15
16
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