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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
+$31.7M
2
PCIG
Partners Capital Investment Group
Massachusetts
+$26.6M
3
Baird Financial Group
Baird Financial Group
Wisconsin
+$17.6M
4
ICMARC
International City Management Association Retirement Corp
District of Columbia
+$17.5M
5
PCP
Proficio Capital Partners
Massachusetts
+$15.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$188M
2
Wells Fargo
Wells Fargo
California
-$72.3M
3
HNB
Huntington National Bank
Ohio
-$39.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$31.7M
5
Morgan Stanley
Morgan Stanley
New York
-$22.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CRWM
401
Castle Rock Wealth Management
California
$1.57M +$46.1K +673 +3%
VVP
402
Venture Visionary Partners
Ohio
$1.57M -$158K -2,263 -9%
LW
403
Linscomb Wealth
Texas
$1.55M -$94.7K -1,354 -6%
KPWS
404
Kestra Private Wealth Services
Texas
$1.54M +$611K +8,744 +66%
GFG
405
Goldstone Financial Group
Illinois
$1.54M +$1.54M +21,959 New
AA
406
Ancora Advisors
Ohio
$1.53M +$17.6K +252 +1%
Carson Wealth (CWM LLC)
407
Carson Wealth (CWM LLC)
Nebraska
$1.53M +$386K +5,523 +34%
VCM
408
Vivaldi Capital Management
Illinois
$1.53M -$726K -10,383 -32%
SFA
409
Sequoia Financial Advisors
Ohio
$1.52M -$46.9K -671 -3%
HAFS
410
Hapanowicz & Associates Financial Services
Pennsylvania
$1.52M +$19.4K +278 +1%
DWM
411
Dakota Wealth Management
Florida
$1.51M -$277K -3,961 -15%
LBC
412
Lowe Brockenbrough & Co
Virginia
$1.5M +$229K +3,270 +18%
VFA
413
Valeo Financial Advisors
Indiana
$1.49M +$26.9K +385 +2%
PFS
414
Prospera Financial Services
Texas
$1.49M +$271K +3,867 +22%
BFM
415
Boston Financial Management
Massachusetts
$1.47M -$350 -5 -0%
WF
416
Welch & Forbes
Massachusetts
$1.45M – – –
MW
417
MBL Wealth
North Carolina
$1.43M -$6.22K -89 -0.4%
SSWM
418
Smith Salley Wealth Management
North Carolina
$1.42M -$20.6K -294 -1%
LB
419
Legacy Bridge
Iowa
$1.4M – – –
HIMC
420
Heritage Investors Management Corp
Maryland
$1.4M – – –
1WM
421
1900 Wealth Management
Texas
$1.39M – – –
NF
422
Nvest Financial
New Hampshire
$1.38M +$440K +6,293 +47%
Lido Advisors
423
Lido Advisors
California
$1.38M -$60.1K -860 -4%
NCM
424
NCM Capital Management
New Jersey
$1.38M +$210 +3 +0%
BTI
425
Blue Trust Inc
Georgia
$1.38M +$61.1K +906 +5%
15 16
17
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