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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 %
RWM
501
RKL Wealth Management
Pennsylvania
$1.24M +$98.9K +1,272 +9%
SCA
502
Southern Capital Advisors
Tennessee
$1.24M +$213K +2,740 +21%
CWAG
503
Compton Wealth Advisory Group
Virginia
$1.23M -$1.46M -18,743 -54%
WFA
504
WestHill Financial Advisors
California
$1.23M -$7.7K -99 -0.6%
HWA
505
Heritage Wealth Advisors
Virginia
$1.22M -$1.56K -20 -0.1%
LWM
506
Lyell Wealth Management
California
$1.22M +$396K +5,097 +48%
SW
507
SlateStone Wealth
Florida
$1.22M +$93.4K +1,202 +8%
PMFA
508
Plante Moran Financial Advisors
Michigan
$1.2M -$67K -862 -5%
WCWM
509
Wooster Corthell Wealth Management
Connecticut
$1.2M +$59.2K +761 +5%
JPG
510
Jordan Park Group
California
$1.2M – – –
IA
511
IFG Advisors
Missouri
$1.19M -$20.1K -259 -2%
WPA
512
West Paces Advisors
Georgia
$1.19M – – –
CWM
513
Cornerstone Wealth Management
Missouri
$1.18M +$54.1K +696 +5%
VCM
514
Vivaldi Capital Management
Illinois
$1.17M +$45.6K +588 +4%
OFG
515
Oxford Financial Group
Indiana
$1.17M – – –
SS
516
Sunbelt Securities
Texas
$1.16M +$84.3K +1,085 +8%
SFWC
517
Strategic Family Wealth Counselors
New Jersey
$1.16M – – –
BCA
518
Bay Colony Advisors
Massachusetts
$1.16M +$1.16M +14,933 New
Susquehanna International Group
519
Susquehanna International Group
Pennsylvania
$1.16M -$1.78M -22,946 -61%
CGA
520
Crescent Grove Advisors
Illinois
$1.15M -$32.7K -421 -3%
CTA
521
Colonial Trust Advisors
South Carolina
$1.15M – – –
TI
522
Trexquant Investment
Connecticut
$1.14M -$248K -3,192 -18%
MPCG
523
Matrix Private Capital Group
New York
$1.14M – – –
BMCM
524
Burns Matteson Capital Management
New York
$1.12M +$1.12M +14,463 New
VPIM
525
Vanguard Personalized Indexing Management
California
$1.12M +$60.6K +779 +6%
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