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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 %
RDFA
526
Ritter Daniher Financial Advisory
Ohio
$1.12M +$100K +1,290 +10%
State Street
527
State Street
Massachusetts
$1.11M -$241K -3,105 -18%
FTUS
528
Flow Traders U.S.
New York
$1.11M +$1.11M +14,244 New
CIA
529
Choate Investment Advisors
Massachusetts
$1.11M -$21.5K -277 -2%
TCM
530
Twele Capital Management
Minnesota
$1.1M – – –
CBT
531
Central Bank & Trust
Kentucky
$1.1M +$412K +5,299 +60%
DWMS
532
Dominguez Wealth Management Solutions
Virginia
$1.09M -$2.33K -30 -0.2%
RC
533
Roundview Capital
New Jersey
$1.08M +$28.1K +361 +3%
Deutsche Bank
534
Deutsche Bank
Germany
$1.08M – – –
1SB
535
1ST Source Bank
Indiana
$1.08M – – –
FW
536
Fairway Wealth
Ohio
$1.08M +$1.08M +13,931 New
SFA
537
Seneca Financial Advisors
New York
$1.07M +$48.1K +619 +5%
BFA
538
Bill Few Associates
Pennsylvania
$1.07M +$369K +4,752 +53%
DAS
539
Dynamic Advisor Solutions
Arizona
$1.07M +$144K +1,899 +16%
PPP
540
Private Portfolio Partners
New Jersey
$1.06M -$101K -1,297 -9%
GVAG
541
Great Valley Advisor Group
Delaware
$1.05M -$38.4K -494 -4%
PIMG
542
Patriot Investment Management Group
Tennessee
$1.05M -$10.1K -130 -1%
KBFS
543
Kohmann Bosshard Financial Services
Ohio
$1.04M +$209K +2,690 +25%
TFGT
544
TS Financial Group (TSFG)
Illinois
$1.03M -$25.6K -329 -2%
PI
545
PFG Investments
New York
$1.03M +$64.7K +833 +7%
CCWA
546
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.03M +$145K +1,859 +16%
OAM
547
Occidental Asset Management
California
$999K -$327K -4,202 -25%
CNAM
548
Campbell Newman Asset Management
Wisconsin
$998K – – –
WWA
549
WCG Wealth Advisors
Nevada
$995K +$35.9K +462 +4%
CSPIA
550
Cary Street Partners Investment Advisory
Virginia
$994K +$70.3K +904 +8%
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