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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 %
PIA
426
Perennial Investment Advisors
California
$1.37M +$165K +2,362 +14%
MG
427
Mather Group
Illinois
$1.37M +$6.36K +91 +0.5%
Lazard Asset Management
428
Lazard Asset Management
New York
$1.36M – – –
BTW
429
Boston Trust Walden
Massachusetts
$1.36M – – –
CWM
430
Connecticut Wealth Management
Connecticut
$1.35M +$1.35M +19,369 New
BFC
431
Bedel Financial Consulting
Indiana
$1.34M +$316K +4,518 +31%
FPGK
432
Financial Partners Group (Kansas)
Kansas
$1.34M -$559 -8 -0%
PA
433
Procyon Advisors
Connecticut
$1.34M -$4.54K -65 -0.3%
WPC
434
Waters Parkerson & Co
Louisiana
$1.33M -$8.39K -120 -0.6%
FCI
435
Financial Counselors Inc
Kansas
$1.32M +$28.7K +411 +2%
SMC
436
Smith, Moore & Co
Missouri
$1.31M -$62K -887 -5%
LB
437
Leo Brokerage
Texas
$1.31M +$1.31M +18,711 New
PA
438
Pinnacle Associates
New York
$1.3M -$21.8K -312 -2%
LL
439
LPWM LLC
Minnesota
$1.29M -$17.3K -248 -1%
SAG
440
SageView Advisory Group
California
$1.29M -$337K -4,818 -21%
AI
441
Atria Investments
North Carolina
$1.27M -$1.28M -18,242 -50%
SCA
442
Sage Capital Advisors
South Dakota
$1.27M -$22.1K -316 -2%
HF
443
Halpern Financial
Virginia
$1.27M – – –
PRWA
444
Platte River Wealth Advisors
Colorado
$1.27M – – –
RMDI
445
R.M. Davis Inc
Maine
$1.26M -$76.5K -1,094 -6%
State Street
446
State Street
Massachusetts
$1.26M +$322K +4,600 +34%
WPC
447
White Pine Capital
Minnesota
$1.26M +$94.2K +1,347 +8%
FCAG
448
First Capital Advisors Group
New Jersey
$1.26M +$21K +300 +2%
IRC
449
Investors Research Corp
Georgia
$1.26M – – –
SIA
450
SkyView Investment Advisors
New Jersey
$1.26M -$1.89M -27,081 -60%
16 17
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