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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 %
SFG
476
Sterling Financial Group
California
$1.37M – – –
DWT
477
Dorsey & Whitney Trust
South Dakota
$1.36M +$123K +1,579 +10%
LWL
478
Leo Wealth LLC
Texas
$1.36M +$1.36M +17,436 New
AIMC
479
Alley Investment Management Company
Illinois
$1.35M – – –
CHAM
480
Clear Harbor Asset Management
Connecticut
$1.35M – – –
CG
481
Cynosure Group
Utah
$1.35M +$9.02K +116 +0.7%
SAG
482
SageView Advisory Group
California
$1.35M -$116K -1,493 -8%
PTC
483
Private Trust Company
Ohio
$1.35M -$49.8K -641 -4%
PSA
484
Plum Street Advisors
Louisiana
$1.34M +$1.34M +17,224 New
MFG
485
MidWestOne Financial Group
Iowa
$1.33M +$320K +4,122 +32%
DWP
486
Daymark Wealth Partners
Ohio
$1.33M -$102K -1,315 -7%
LWM
487
Luminvest Wealth Management
Arizona
$1.33M +$1.33M +15,057 New
PA
488
Parallel Advisors
California
$1.33M -$154K -1,984 -10%
RWB
489
RMR Wealth Builders
New Jersey
$1.32M +$66.4K +854 +5%
CWM
490
Curi Wealth Management
North Carolina
$1.32M +$11.9K +153 +0.9%
SI
491
Saxon Interests
Texas
$1.3M +$1.3M +16,757 New
PTC
492
Philadelphia Trust Company
Pennsylvania
$1.3M – – –
FNB
493
Farmers National Bank
Kentucky
$1.29M -$25.5K -328 -2%
PAS
494
Park Avenue Securities
New York
$1.29M +$152K +1,956 +13%
MA
495
MONECO Advisors
Connecticut
$1.27M +$89.8K +1,155 +8%
FNBOO
496
First National Bank of Omaha
Nebraska
$1.26M -$77.7K -1,000 -6%
RMDI
497
R.M. Davis Inc
Maine
$1.25M -$130K -1,668 -9%
BEAM
498
Baker Ellis Asset Management
Washington
$1.25M – – –
AFS
499
Annapolis Financial Services
Maryland
$1.25M +$701K +9,015 +128%
PVAMC
500
PPS&V Asset Management Consultants
Michigan
$1.24M +$6.22K +80 +0.5%
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