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iShares Russell Mid-Cap ETF
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Overview Fund Activity

1,057 hedge funds and large institutions have $19.7B invested in iShares Russell Mid-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 330 increasing their positions, 362 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,057
Holders Change
-18
Holders Change %
-1.67%
% of All Funds
18.28%
Holding in Top 10
62
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.64%
% of All Funds
1.07%
New
59
Increased
330
Reduced
362
Closed
65
Calls
$9.25M
Puts
$2.11M
Net Calls
+$7.13M
Net Calls Change
+$1.31M

Top Buyers

1
FMI
Factory Mutual Insurance
Massachusetts
+$59M
2
Bank of America
Bank of America
North Carolina
+$58.8M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$28M
4
US Bancorp
US Bancorp
Minnesota
+$16.7M
5
MRC
Millburn Ridgefield Corp
New York
+$15.7M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$124M
2
HNB
Huntington National Bank
Ohio
-$38.9M
3
BlackRock
BlackRock
New York
-$17.5M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$15.8M
5
AF
Alerus Financial
North Dakota
-$12.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
501
Advisory Alpha
Michigan
$843K +$373 +6 +0%
CSPIA
502
Cary Street Partners Investment Advisory
Virginia
$841K +$152K +2,449 +22%
State Street
503
State Street
Massachusetts
$833K – – –
CA
504
Continuum Advisory
Idaho
$830K +$373 +6 +0%
PCIA
505
Prime Capital Investment Advisors
Kansas
$813K +$98.3K +1,582 +14%
CNAM
506
Campbell Newman Asset Management
Wisconsin
$798K – – –
TSW
507
Thompson Siegel & Walmsley
Virginia
$798K – – –
Charles Schwab
508
Charles Schwab
California
$796K +$56K +900 +8%
HT
509
Heritage Trust
Oklahoma
$794K -$8.76K -141 -1%
CG
510
Caprock Group
Idaho
$776K -$23.1K -372 -3%
CAM
511
Columbia Asset Management
Michigan
$776K +$69K +1,080 +10%
AB
512
Atlas Brown
Kentucky
$771K +$186 +3 +0%
TFS
513
Thoroughbred Financial Services
Tennessee
$764K +$7.2K +116 +1%
MC
514
Mathes Company
New York
$758K – – –
JHCP
515
Jackson Hole Capital Partners
Oklahoma
$746K – – –
CIA
516
Choate Investment Advisors
Massachusetts
$743K – – –
UBV
517
United Bank (Virginia)
Virginia
$739K – – –
FDCC
518
Foster Dykema Cabot & Co
Massachusetts
$735K – – –
FHB
519
First Hawaiian Bank
Hawaii
$734K -$931 -15 -0.1%
PFG
520
Pacific Financial Group
Washington
$727K -$27K -435 -4%
HI
521
Harbour Investments
Wisconsin
$726K – – –
OIS
522
Okabena Investment Services
Minnesota
$724K – – –
HAIM
523
Hunter Associates Investment Management
Pennsylvania
$722K +$418K +6,721 +138%
PHIC
524
Pine Haven Investment Counsel
Massachusetts
$716K – – –
HWA
525
Hilltop Wealth Advisors
North Carolina
$713K +$713K +11,467 New
19 20
21
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