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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 %
SCA
451
Sage Capital Advisors
South Dakota
$1.53M -$51.2K -659 -3%
BFM
452
Boston Financial Management
Massachusetts
$1.53M +$12.2K +157 +0.8%
CW
453
Connectus Wealth
Ohio
$1.52M -$4.01M -51,565 -73%
Lazard Asset Management
454
Lazard Asset Management
New York
$1.51M – – –
BTW
455
Boston Trust Walden
Massachusetts
$1.5M -$7.15K -92 -0.5%
PIA
456
Perennial Investment Advisors
California
$1.5M -$28.3K -364 -2%
WPC
457
White Pine Capital
Minnesota
$1.49M +$125K +1,603 +9%
CB
458
Centennial Bank
Arkansas
$1.49M +$188K +2,418 +14%
FCI
459
Financial Counselors Inc
Kansas
$1.47M +$1.63K +21 +0.1%
WPC
460
Waters Parkerson & Co
Louisiana
$1.47M – – –
HIMC
461
Heritage Investors Management Corp
Maryland
$1.45M -$2.72K -35 -0.2%
OIA
462
OneDigital Investment Advisors
Kansas
$1.44M -$543K -6,986 -27%
LB
463
Legacy Bridge
Iowa
$1.44M -$9.33K -120 -0.6%
FPGK
464
Financial Partners Group (Kansas)
Kansas
$1.44M -$15.9K -205 -1%
FWM
465
FMB Wealth Management
California
$1.42M – – –
SB
466
Simmons Bank
Arkansas
$1.41M +$11.7K +151 +0.8%
PMG
467
Private Management Group
California
$1.41M +$15.1K +194 +1%
FLPIM
468
F.L. Putnam Investment Management
Massachusetts
$1.4M -$101K -1,301 -7%
IRC
469
Investors Research Corp
Georgia
$1.4M – – –
HF
470
Halpern Financial
Virginia
$1.39M +$16.9K +222 +1%
TRCT
471
Tower Research Capital (TRC)
New York
$1.39M +$690K +8,873 +99%
WB
472
Webster Bank
Connecticut
$1.39M +$104K +1,340 +8%
SIM
473
Stratos Investment Management
Ohio
$1.38M +$124K +1,598 +10%
PRWA
474
Platte River Wealth Advisors
Colorado
$1.38M -$166K -2,141 -11%
CWM
475
Connecticut Wealth Management
Connecticut
$1.38M -$4.28K -55 -0.3%
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