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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 %
PMG
451
Private Management Group
California
$1.26M – – –
Charles Schwab
452
Charles Schwab
California
$1.25M +$196K +2,800 +19%
KWM
453
Kingsview Wealth Management
Oregon
$1.25M +$22.7K +324 +2%
FWM
454
FMB Wealth Management
California
$1.24M – – –
FNB
455
Farmers National Bank
Kentucky
$1.24M -$4.27K -61 -0.3%
UW
456
Unique Wealth
Florida
$1.23M +$130K +1,865 +12%
SI
457
Saxon Interests
Texas
$1.23M -$69.4K -993 -5%
PTC
458
Private Trust Company
Ohio
$1.22M -$40.4K -578 -3%
AIMC
459
Alley Investment Management Company
Illinois
$1.22M +$114K +1,625 +10%
FCFC
460
First Commonwealth Financial Corp
Pennsylvania
$1.21M -$35.2K -503 -3%
PCIA
461
Prime Capital Investment Advisors
Kansas
$1.21M -$329K -4,703 -21%
OAM
462
Occidental Asset Management
California
$1.21M – – –
FNBOO
463
First National Bank of Omaha
Nebraska
$1.21M -$34.3K -491 -3%
MAA
464
Matrix Asset Advisors
New York
$1.21M +$103K +1,477 +9%
PFGIA
465
Patriot Financial Group Insurance Agency
Massachusetts
$1.2M -$20.8K -298 -2%
PMFA
466
Plante Moran Financial Advisors
Michigan
$1.2M – – –
SFG
467
Sterling Financial Group
California
$1.19M – – –
SIM
468
Stratos Investment Management
Ohio
$1.18M -$49.2K -704 -4%
CHAM
469
Clear Harbor Asset Management
Connecticut
$1.18M +$66.1K +946 +6%
WCWM
470
Wooster Corthell Wealth Management
Connecticut
$1.18M -$2.8K -40 -0.2%
CWM
471
Curi Wealth Management
North Carolina
$1.17M +$4.48K +64 +0.4%
CTA
472
Colonial Trust Advisors
South Carolina
$1.17M – – –
DWT
473
Dorsey & Whitney Trust
South Dakota
$1.17M -$175K -2,500 -13%
PTC
474
Philadelphia Trust Company
Pennsylvania
$1.17M – – –
CGA
475
Crescent Grove Advisors
Illinois
$1.16M -$89K -1,273 -7%
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