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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 %
FFBTD
551
First Financial Bank - Trust Division
Ohio
$990K +$1.87K +24 +0.2%
AWG
552
Altus Wealth Group
Colorado
$987K +$28.4K +365 +3%
BFEC
553
Benjamin F. Edwards & Company
Missouri
$980K -$25.9K -333 -3%
RCM
554
Radnor Capital Management
Pennsylvania
$976K +$355K +4,564 +57%
PFWA
555
Paces Ferry Wealth Advisors
Georgia
$970K -$12.1K -156 -1%
GA
556
Goldstein Advisors
Wisconsin
$963K +$530K +6,817 +122%
MMG
557
Monetary Management Group
Missouri
$962K -$216K -2,778 -18%
CA
558
Continuum Advisory
Idaho
$962K -$5.91K -76 -0.6%
UWM
559
USAdvisors Wealth Management
Minnesota
$956K +$3.65K +47 +0.4%
FA
560
Fiducient Advisors
Illinois
$951K +$5.52K +71 +0.6%
HT
561
Heritage Trust
Oklahoma
$942K -$22.3K -287 -2%
NRC
562
New Republic Capital
North Carolina
$936K +$94.3K +1,213 +11%
FHB
563
First Hawaiian Bank
Hawaii
$934K – – –
BTI
564
Blue Trust Inc
Georgia
$932K -$402K -5,803 -30%
FPCG
565
Forum Private Client Group
Indiana
$927K +$927K +11,924 New
Wealthfront Advisers
566
Wealthfront Advisers
California
$920K +$149K +1,917 +19%
PWMAG
567
Pinnacle Wealth Management Advisory Group
New Jersey
$918K +$205K +2,635 +29%
RIA
568
Regal Investment Advisors
Michigan
$915K +$228K +2,937 +33%
OIS
569
Okabena Investment Services
Minnesota
$906K +$77.7K +1,000 +9%
AB
570
Atlas Brown
Kentucky
$902K -$14K -180 -2%
CA
571
Cullinan Associates
Kentucky
$902K +$575K +7,400 +176%
PHIC
572
Pine Haven Investment Counsel
Massachusetts
$896K – – –
UBV
573
United Bank (Virginia)
Virginia
$895K – – –
SCM
574
Saxony Capital Management
Missouri
$894K +$894K +11,505 New
SPC
575
Sigma Planning Corp
Michigan
$893K -$1.31M -16,878 -59%
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