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iShares Russell Mid-Cap ETF
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Overview Fund Activity

1,075 hedge funds and large institutions have $20.5B invested in iShares Russell Mid-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 390 increasing their positions, 344 reducing their positions, and 101 closing their positions.

Holders
1,075
Holders Change
-50
Holders Change %
-4.44%
% of All Funds
18.18%
Holding in Top 10
61
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.17%
% of All Funds
1.03%
New
66
Increased
390
Reduced
344
Closed
101
Calls
$6.44M
Puts
$623K
Net Calls
+$5.82M
Net Calls Change
-$1.21M

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.2B
2
Wells Fargo
2
Wells Fargo
California
$2.57B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$196M
4
Bank of America
4
Bank of America
North Carolina
$3.81B
5
LPL Financial
5
LPL Financial
California
$158M

Top Sellers

1
AWA
1
Aaron Wealth Advisors
Illinois
$1.78M
2
UBS Group
2
UBS Group
Switzerland
$340M
3
Stifel Financial
3
Stifel Financial
Missouri
$17.7M
4
US Bancorp
4
US Bancorp
Minnesota
$1.21B
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$1.06B
Name Market Value Shares Shares
Change 		Shares
Change %
JIC
26
Johnson Investment Counsel
Ohio
$117M 1,804,548 +22,135 +1%
OC
27
Oakworth Capital
Alabama
$95.1M 1,471,445 +35,721 +2%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$90.5M 1,399,062 +53,532 +4%
SF
29
Synovus Financial
Georgia
$82.7M 1,279,326 +94,030 +8%
AAS
30
Avantax Advisory Services
Texas
$79.5M 1,230,110 +10,461 +0.9%
TCBWMS
31
Texas Capital Bank Wealth Management Services
Texas
$77.3M 1,194,897 +18,696 +2%
MRC
32
Millburn Ridgefield Corp
New York
$76.4M 1,181,730 +309,026 +35%
CCA
33
Catalyst Capital Advisors
New York
$76.4M 1,181,730 +309,026 +35%
RJA
34
Raymond James & Associates
Florida
$75.4M 1,166,112 +60,228 +5%
CTB
35
Country Trust Bank
Illinois
$70.3M 1,086,498 +34,748 +3%
WT
36
Washington Trust
Rhode Island
$68.8M 1,063,749 +22,630 +2%
JFG
37
JMG Financial Group
Illinois
$68.1M 1,052,533 -117,272 -10%
FWTB
38
First Western Trust Bank
Colorado
$65.8M 1,008,615 -5,544 -0.5%
JPMPWA
39
J.P. Morgan Private Wealth Advisors
California
$65.8M 1,017,736 -59,122 -5%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$64.9M 1,003,104 +97,563 +11%
AUB
41
Atlantic Union Bankshares
Virginia
$63.7M 985,210 +144,565 +17%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$59.2M 900,028 +1,168 +0.1%
AFG
43
Albion Financial Group
Utah
$58.5M 904,397 +36,368 +4%
Citigroup
44
Citigroup
New York
$58.4M 902,860 -150,349 -14%
Franklin Resources
45
Franklin Resources
California
$58.2M 899,749 -9,246 -1%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$55.2M 854,379 +7,535 +0.9%
GC
47
Gilbert & Cook
Iowa
$53.2M 823,034 +10,648 +1%
FMI
48
Factory Mutual Insurance
Massachusetts
$49.8M 770,011 – –
M&T Bank
49
M&T Bank
New York
$48.7M 807,575 +59,985 +8%
GAB
50
German American Bancorp
Indiana
$47.2M 729,355 -77,381 -10%
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