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iShares Russell Mid-Cap ETF
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Overview Fund Activity

1,137 hedge funds and large institutions have $21.9B invested in iShares Russell Mid-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 389 increasing their positions, 352 reducing their positions, and 48 closing their positions.

Holders
1,137
Holders Change
+80
Holders Change %
+7.57%
% of All Funds
18.34%
Holding in Top 10
65
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.84%
% of All Funds
1.05%
New
148
Increased
389
Reduced
352
Closed
48
Calls
$5.05M
Puts
$3.04M
Net Calls
+$2M
Net Calls Change
-$5.13M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$2.64B
2
FMI
2
Factory Mutual Insurance
Massachusetts
$162M
3
Cerity Partners
3
Cerity Partners
New York
$38.4M
4
CIBC Private Wealth Group
4
CIBC Private Wealth Group
Georgia
$126M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$571M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$39.8M
2
Citigroup
2
Citigroup
New York
$24.8M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$1.07B
4
Ameriprise
4
Ameriprise
Minnesota
$282M
5
PCP
5
Proficio Capital Partners
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
26
Commerce Bank
Missouri
$126M -$8.9K -132 -0%
JIC
27
Johnson Investment Counsel
Ohio
$119M -$3.31M -49,111 -3%
CCA
28
Catalyst Capital Advisors
New York
$110M +$13.7M +202,972 +14%
MRC
29
Millburn Ridgefield Corp
New York
$110M +$13.7M +202,972 +14%
OC
30
Oakworth Capital
Alabama
$101M +$1.21M +17,996 +1%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$96.6M -$2.17M -32,098 -2%
RJA
32
Raymond James & Associates
Florida
$94.5M +$5.91M +87,573 +7%
SF
33
Synovus Financial
Georgia
$85.5M +$734K +10,889 +0.9%
AAS
34
Avantax Advisory Services
Texas
$81.9M -$4.16M -61,743 -5%
FWTB
35
First Western Trust Bank
Colorado
$77.5M +$2.3M +34,084 +3%
JPMPWA
36
J.P. Morgan Private Wealth Advisors
California
$73.6M -$5.45M -80,801 -7%
CTB
37
Country Trust Bank
Illinois
$73.5M -$1.19M -17,712 -2%
WT
38
Washington Trust
Rhode Island
$69.2M -$2.31M -34,297 -3%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$68.5M +$1.73M +25,675 +3%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$65.3M +$2.95M +43,664 +5%
JFG
41
JMG Financial Group
Illinois
$65.2M -$3.06M -45,355 -4%
AUB
42
Atlantic Union Bankshares
Virginia
$64M -$560K -8,298 -0.9%
TCBWMS
43
Texas Capital Bank Wealth Management Services
Texas
$63.3M -$6.99M -103,649 -10%
AFG
44
Albion Financial Group
Utah
$61.8M +$456K +6,756 +0.7%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$61.1M +$2.17M +32,122 +4%
Franklin Resources
46
Franklin Resources
California
$59.9M -$498K -7,377 -0.8%
GC
47
Gilbert & Cook
Iowa
$57.3M +$8.6M +127,549 +18%
Mariner
48
Mariner
Kansas
$53.3M +$4.7M +69,620 +10%
GT
49
Glenview Trust
Kentucky
$52.6M +$5.34M +79,140 +11%
M&T Bank
50
M&T Bank
New York
$52.2M -$1.84M -27,338 -3%
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