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iShares Russell Mid-Cap ETF
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Overview Fund Activity

1,057 hedge funds and large institutions have $19.7B invested in iShares Russell Mid-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 330 increasing their positions, 362 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,057
Holders Change
-18
Holders Change %
-1.67%
% of All Funds
18.28%
Holding in Top 10
62
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.64%
% of All Funds
1.07%
New
59
Increased
330
Reduced
362
Closed
65
Calls
$9.25M
Puts
$2.11M
Net Calls
+$7.13M
Net Calls Change
+$1.31M

Top Buyers

1
FMI
Factory Mutual Insurance
Massachusetts
+$59M
2
Bank of America
Bank of America
North Carolina
+$58.8M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$28M
4
US Bancorp
US Bancorp
Minnesota
+$16.7M
5
MRC
Millburn Ridgefield Corp
New York
+$15.7M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$124M
2
HNB
Huntington National Bank
Ohio
-$38.9M
3
BlackRock
BlackRock
New York
-$17.5M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$15.8M
5
AF
Alerus Financial
North Dakota
-$12.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTA
451
Colonial Trust Advisors
South Carolina
$1.04M -$15.5K -250 -1%
WF
452
Welch & Forbes
Massachusetts
$1.04M +$168K +2,712 +19%
CWM
453
Curi Wealth Management
North Carolina
$1.03M +$1.03M +16,635 New
CG
454
Cynosure Group
Utah
$1.03M -$89.7K -1,444 -8%
Carson Wealth (CWM LLC)
455
Carson Wealth (CWM LLC)
Nebraska
$1.02M -$259K -4,158 -20%
WP
456
WealthSource Partners
California
$1.01M -$138K -2,226 -12%
JWA
457
JFS Wealth Advisors
Pennsylvania
$998K – – –
MWM
458
Meridian Wealth Management
Kentucky
$998K +$124 +2 +0%
WWA
459
WC Walker & Associates
California
$997K -$18.1K -272 -2%
FFS
460
Founders Financial Securities
Maryland
$995K -$390K -6,282 -28%
PTC
461
Philadelphia Trust Company
Pennsylvania
$984K – – –
WFA
462
WestHill Financial Advisors
California
$981K -$3.11K -50 -0.3%
PMFA
463
Plante Moran Financial Advisors
Michigan
$980K -$172K -2,760 -15%
KWM
464
Kingsview Wealth Management
Oregon
$970K -$65.4K -1,053 -6%
CPSC
465
Carl P. Sherr & Co
Massachusetts
$970K +$122K +1,970 +14%
BCM
466
BTR Capital Management
California
$969K – – –
VA
467
Valmark Advisers
Ohio
$966K -$1.87K -30 -0.2%
NEGWA
468
New England Guild Wealth Advisors
Connecticut
$959K – – –
IA
469
IFG Advisors
Missouri
$958K +$7.27K +117 +0.8%
1SB
470
1ST Source Bank
Indiana
$956K -$1.24K -20 -0.1%
ARG
471
Advisory Resource Group
Oklahoma
$956K +$956K +15,382 New
MPCG
472
Matrix Private Capital Group
New York
$953K -$55.9K -900 -6%
SEI Investments
473
SEI Investments
Pennsylvania
$951K +$497 +8 +0.1%
HWA
474
Heritage Wealth Advisors
Virginia
$949K +$994 +16 +0.1%
LCOV
475
London Company of Virginia
Virginia
$946K +$389K +6,251 +70%
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