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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 %
WB
476
Webster Bank
Connecticut
$1.15M -$29.9K -428 -3%
BFEC
477
Benjamin F. Edwards & Company
Missouri
$1.15M -$451K -6,453 -28%
MA
478
MONECO Advisors
Connecticut
$1.15M -$90.7K -1,297 -7%
VA
479
Valmark Advisers
Ohio
$1.13M +$18K +257 +2%
PFO
480
Pathstone Family Office
New Jersey
$1.13M -$1.13M -16,199 -50%
BEAM
481
Baker Ellis Asset Management
Washington
$1.12M – – –
MWM
482
Meridian Wealth Management
Kentucky
$1.12M -$17.1K -245 -2%
MHS
483
M Holdings Securities
Oregon
$1.12M +$177K +2,531 +19%
PVAMC
484
PPS&V Asset Management Consultants
Michigan
$1.11M +$2.24K +32 +0.2%
CG
485
Cynosure Group
Utah
$1.11M -$1.05K -15 -0.1%
HWA
486
Heritage Wealth Advisors
Virginia
$1.1M +$21K +300 +2%
IA
487
IFG Advisors
Missouri
$1.08M +$4.06K +58 +0.4%
PPP
488
Private Portfolio Partners
New Jersey
$1.08M -$95.6K -1,367 -8%
GFWA
489
Grey Fox Wealth Advisors
Delaware
$1.07M -$68K -972 -6%
WPA
490
West Paces Advisors
Georgia
$1.07M -$111K -1,583 -9%
GVAG
491
Great Valley Advisor Group
Delaware
$1.07M -$416K -5,943 -28%
WFA
492
WestHill Financial Advisors
California
$1.07M -$26.2K -374 -2%
MPCL
493
My Personal CFO LLC
Washington
$1.06M +$622K +8,903 +141%
OFG
494
Oxford Financial Group
Indiana
$1.05M – – –
RWB
495
RMR Wealth Builders
New Jersey
$1.05M +$1.82K +26 +0.2%
MPCG
496
Matrix Private Capital Group
New York
$1.05M – – –
SFWC
497
Strategic Family Wealth Counselors
New Jersey
$1.05M +$61.7K +883 +6%
1SB
498
1ST Source Bank
Indiana
$1.04M -$33.2K -475 -3%
MMG
499
Monetary Management Group
Missouri
$1.04M +$45.4K +650 +5%
FPCG
500
Forum Private Client Group
Indiana
$1.04M -$25.1K -359 -2%
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