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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 %
GIM
401
Goelzer Investment Management
Indiana
$2.01M – – –
GBT
402
Grove Bank & Trust
Florida
$1.99M – – –
OLA
403
Oliver Luxxe Assets
New Jersey
$1.98M +$218K +2,802 +12%
AP
404
Appleton Partners
Massachusetts
$1.98M -$31.1K -400 -2%
FBB
405
Fulton Breakefield Broenniman
Maryland
$1.97M -$36.1K -465 -2%
PBO
406
Peoples Bank (Ohio)
Ohio
$1.96M -$15.2K -195 -0.8%
EWA
407
EP Wealth Advisors
California
$1.94M -$23.5K -302 -1%
HWA
408
Hilltop Wealth Advisors
North Carolina
$1.94M +$313K +4,031 +19%
LGWM
409
Litman Gregory Wealth Management
California
$1.94M – – –
CRWM
410
Castle Rock Wealth Management
California
$1.92M +$66.6K +877 +4%
MWM
411
Meridian Wealth Management
Kentucky
$1.9M -$1.89M -24,262 -50%
WAM
412
Weatherly Asset Management
California
$1.88M – – –
NFG
413
Nations Financial Group
Iowa
$1.86M -$27.8K -358 -1%
BFO
414
Boston Family Office
Massachusetts
$1.85M -$505K -6,501 -21%
Carson Wealth (CWM LLC)
415
Carson Wealth (CWM LLC)
Nebraska
$1.85M -$140K -1,799 -7%
PPWM
416
Paragon Private Wealth Management
Kentucky
$1.85M +$390K +5,012 +27%
VA
417
Valmark Advisers
Ohio
$1.82M +$50.8K +654 +3%
LC
418
LCNB Corp
Ohio
$1.82M -$8.78K -113 -0.5%
KWM
419
Kingsview Wealth Management
Oregon
$1.82M -$69.1K -889 -4%
BB
420
Busey Bank
Illinois
$1.81M -$179K -2,300 -9%
NGA
421
Naples Global Advisors
Florida
$1.81M +$18.1K +233 +1%
FC
422
Fulcrum Capital
Washington
$1.8M -$324K -4,170 -15%
AWM
423
Apollon Wealth Management
South Carolina
$1.8M +$55.2K +710 +3%
VVP
424
Venture Visionary Partners
Ohio
$1.8M -$11.5K -148 -0.6%
SMC
425
Smith, Moore & Co
Missouri
$1.78M +$162K +2,087 +10%
15 16
17
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