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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 %
TFS
551
Thoroughbred Financial Services
Tennessee
$799K +$46.1K +660 +6%
CG
552
Caprock Group
Idaho
$795K -$151K -2,165 -16%
HIA
553
Harbor Investment Advisory
Maryland
$791K – – –
WC
554
Wealth CMT
New Jersey
$789K +$17.4K +249 +2%
CCWM
555
Cassaday & Co Wealth Management
Virginia
$785K -$103K -1,477 -12%
AF
556
Allworth Financial
California
$785K +$243K +3,469 +45%
CAM
557
Columbia Asset Management
Michigan
$773K – – –
PWMG
558
Provence Wealth Management Group
California
$767K +$4.55K +65 +0.6%
LIM
559
Leavell Investment Management
Alabama
$764K +$32.8K +469 +4%
FDCC
560
Foster Dykema Cabot & Co
Massachusetts
$763K – – –
WAP
561
Wealthcare Advisory Partners
Pennsylvania
$762K +$371K +5,305 +95%
OC
562
Oppenheimer & Co
New York
$758K +$22K +314 +3%
WP
563
WealthShield Partners
North Carolina
$758K +$182K +2,605 +32%
NRC
564
New Republic Capital
North Carolina
$755K -$769 -11 -0.1%
BFA
565
Bragg Financial Advisors
North Carolina
$746K -$40.5K -579 -5%
PPWM
566
Paragon Private Wealth Management
Kentucky
$745K +$745K +10,651 New
OIS
567
Okabena Investment Services
Minnesota
$745K – – –
AWM
568
AAF Wealth Management
Massachusetts
$739K -$76.7K -1,097 -9%
SFC
569
Strategic Financial Concepts
Texas
$738K +$738K +10,556 New
PWP
570
Perfromance Wealth Partners
Illinois
$738K – – –
W
571
Wealthquest
Ohio
$737K – – –
USCWA
572
U.S. Capital Wealth Advisors
Texas
$736K +$2.45K +35 +0.3%
BCI
573
Brinker Capital Investments
Pennsylvania
$733K +$114K +1,636 +18%
OPS
574
Orion Portfolio Solutions
Nebraska
$733K +$733K +10,489 New
BW
575
BIP Wealth
Georgia
$729K +$729K +10,426 New
21 22
23
24 25