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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 %
GRP
526
Global Retirement Partners
California
$913K +$525K +7,711 +135%
SCA
527
Southern Capital Advisors
Tennessee
$910K +$71.1K +1,017 +8%
SWPG
528
Strategic Wealth Partners Group
Illinois
$905K +$582K +8,546 +180%
CNAM
529
Campbell Newman Asset Management
Wisconsin
$898K – – –
TSW
530
Thompson Siegel & Walmsley
Virginia
$897K – – –
CTC
531
Central Trust Company
Missouri
$892K -$7.9K -113 -0.9%
MW
532
Marcum Wealth
Ohio
$887K -$76K -1,087 -8%
WP
533
WealthSource Partners
California
$882K -$16.4K -235 -2%
UWM
534
USAdvisors Wealth Management
Minnesota
$879K +$41K +586 +5%
CA
535
Continuum Advisory
Idaho
$875K +$1.4K +20 +0.2%
HT
536
Heritage Trust
Oklahoma
$869K -$16.2K -231 -2%
SW
537
SlateStone Wealth
Florida
$869K +$154K +2,200 +22%
CI
538
CX Institutional
Indiana
$867K +$867K +12,395 New
AB
539
Atlas Brown
Kentucky
$853K -$14.7K -210 -2%
DAS
540
Dynamic Advisor Solutions
Arizona
$849K -$92.5K -1,323 -10%
JHCP
541
Jackson Hole Capital Partners
Oklahoma
$839K – – –
CIA
542
Choate Investment Advisors
Massachusetts
$835K -$99.3K -1,420 -11%
FHB
543
First Hawaiian Bank
Hawaii
$831K -$210 -3 -0%
PFG
544
Pacific Financial Group
Washington
$826K +$2.66K +38 +0.3%
AAS
545
Ameritas Advisory Services
Nebraska
$817K -$1.38M -19,707 -63%
UBV
546
United Bank (Virginia)
Virginia
$810K -$20.8K -297 -2%
DC
547
Davenport & Co
Virginia
$809K -$1.52M -21,792 -65%
ECG
548
EPIQ Capital Group
California
$808K +$3.08K +44 +0.4%
PHIC
549
Pine Haven Investment Counsel
Massachusetts
$806K – – –
GL
550
Graypoint LLC
New York
$804K -$105K -1,500 -12%
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