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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 %
HWA
501
Hilltop Wealth Advisors
North Carolina
$1.02M +$207K +2,965 +25%
JWA
502
JFS Wealth Advisors
Pennsylvania
$1.02M – – –
DWMS
503
Dominguez Wealth Management Solutions
Virginia
$1.01M +$1.05K +15 +0.1%
AWM
504
Aprio Wealth Management
Georgia
$1.01M +$1.01M +14,474 New
RWM
505
RKL Wealth Management
Pennsylvania
$1.01M +$6.01K +86 +0.6%
CWM
506
Cornerstone Wealth Management
Missouri
$1.01M +$1.01M +14,401 New
LWM
507
Lyell Wealth Management
California
$1M +$16.8K +240 +2%
SC
508
Savant Capital
Illinois
$1M -$287K -4,104 -22%
PA
509
Parallel Advisors
California
$997K +$125K +1,791 +14%
ZIM
510
Zacks Investment Management
Illinois
$992K -$5.54M -79,212 -85%
Deutsche Bank
511
Deutsche Bank
Germany
$975K – – –
AWG
512
Altus Wealth Group
Colorado
$968K +$10.4K +149 +1%
AA
513
Advisory Alpha
Michigan
$967K +$19K +272 +2%
PFWA
514
Paces Ferry Wealth Advisors
Georgia
$965K -$41.3K -591 -4%
VPIM
515
Vanguard Personalized Indexing Management
California
$965K -$38.2K -547 -4%
CAC
516
Certified Advisory Corp
Florida
$963K +$84K +1,202 +10%
PIMG
517
Patriot Investment Management Group
Tennessee
$962K -$6.64K -95 -0.7%
CCWA
518
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$952K -$605K -8,654 -39%
RC
519
Roundview Capital
New Jersey
$951K – – –
DWP
520
Daymark Wealth Partners
Ohio
$942K +$942K +13,472 New
SFA
521
Seneca Financial Advisors
New York
$940K -$200K -2,854 -18%
JPG
522
Jordan Park Group
California
$939K +$939K +13,434 New
TFGT
523
TS Financial Group (TSFG)
Illinois
$938K +$211K +3,020 +29%
BBHC
524
Brown Brothers Harriman & Co
New York
$932K – – –
RDFA
525
Ritter Daniher Financial Advisory
Ohio
$916K -$29.9K -428 -3%
19 20
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