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iShares Russell Mid-Cap ETF
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Overview Fund Activity

1,141 hedge funds and large institutions have $22.9B invested in iShares Russell Mid-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 340 increasing their positions, 411 reducing their positions, and 45 closing their positions.

Holders
1,141
Holders Change
+23
Holders Change %
+2.06%
% of All Funds
18%
Holding in Top 10
64
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.59%
% of All Funds
1.01%
New
80
Increased
340
Reduced
411
Closed
45
Calls
$16.1M
Puts
$1.68M
Net Calls
+$14.4M
Net Calls Change
+$4.63M

Top Buyers

1
US Bancorp
1
US Bancorp
Minnesota
$1.45B
2
Morgan Stanley
2
Morgan Stanley
New York
$551M
3
DWM
3
Dakota Wealth Management
Florida
$30.3M
4
MMA
4
Miracle Mile Advisors
California
$59M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$1.4B

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$2.62B
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$437M
3
FMI
3
Factory Mutual Insurance
Massachusetts
$84.8M
4
Ameriprise
4
Ameriprise
Minnesota
$245M
5
HNB
5
Huntington National Bank
Ohio
$40.7M
Name Market Value Shares Shares
Change 		Shares
Change %
CB
26
Commerce Bank
Missouri
$133M 1,814,797 +3,231 +0.2%
MRC
27
Millburn Ridgefield Corp
New York
$121M 1,659,835 -1,272 -0.1%
CCA
28
Catalyst Capital Advisors
New York
$121M 1,659,835 -1,272 -0.1%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$109M 1,493,782 +65,449 +5%
RJA
30
Raymond James & Associates
Florida
$95.4M 1,306,895 -29,396 -2%
SF
31
Synovus Financial
Georgia
$92.6M 1,268,110 +10,360 +0.8%
FWTB
32
First Western Trust Bank
Colorado
$86.8M 1,188,693 +47,089 +4%
AAS
33
Avantax Advisory Services
Texas
$86.3M 1,181,407 +6,723 +0.6%
FMI
34
Factory Mutual Insurance
Massachusetts
$84.8M 1,160,800 -937,011 -45%
OC
35
Oakworth Capital
Alabama
$81.8M 1,120,312 -395,145 -26%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$80.1M 1,097,263 +51,895 +5%
WT
37
Washington Trust
Rhode Island
$75.3M 1,030,707 +10,344 +1%
CTB
38
Country Trust Bank
Illinois
$69.8M 955,522 -30,823 -3%
AUB
39
Atlantic Union Bankshares
Virginia
$69.7M 954,693 +11,487 +1%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$69.6M 953,617 -13,341 -1%
JFG
41
JMG Financial Group
Illinois
$69.2M 947,758 -10,201 -1%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$68.4M 936,423 +149 +0%
TCBWMS
43
Texas Capital Bank Wealth Management Services
Texas
$66.2M 906,360 -4,388 -0.5%
AFG
44
Albion Financial Group
Utah
$66.1M 904,673 -16,409 -2%
GT
45
Glenview Trust
Kentucky
$65.4M 895,064 +50,491 +6%
GC
46
Gilbert & Cook
Iowa
$64.1M 877,455 +19,866 +2%
PP
47
Pegasus Partners
Wisconsin
$62.8M 860,335 +11,676 +1%
Franklin Resources
48
Franklin Resources
California
$61.4M 840,204 -27,626 -3%
MMA
49
Miracle Mile Advisors
California
$59M 808,102 +345,600 +75%
Mariner
50
Mariner
Kansas
$57.9M 793,351 -8,985 -1%
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