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iShares Russell Mid-Cap ETF
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Overview Fund Activity

1,057 hedge funds and large institutions have $19.7B invested in iShares Russell Mid-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 330 increasing their positions, 362 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,057
Holders Change
-18
Holders Change %
-1.67%
% of All Funds
18.28%
Holding in Top 10
62
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.64%
% of All Funds
1.07%
New
59
Increased
330
Reduced
362
Closed
65
Calls
$9.25M
Puts
$2.11M
Net Calls
+$7.13M
Net Calls Change
+$1.31M

Top Buyers

1
FMI
Factory Mutual Insurance
Massachusetts
+$59M
2
Bank of America
Bank of America
North Carolina
+$58.8M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$28M
4
US Bancorp
US Bancorp
Minnesota
+$16.7M
5
MRC
Millburn Ridgefield Corp
New York
+$15.7M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$124M
2
HNB
Huntington National Bank
Ohio
-$38.9M
3
BlackRock
BlackRock
New York
-$17.5M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$15.8M
5
AF
Alerus Financial
North Dakota
-$12.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
576
Mutual Advisors
Nebraska
$574K -$40.5K -651 -7%
OC
577
Oppenheimer & Co
New York
$573K +$25.9K +416 +5%
NLP
578
Next Level Private
New York
$570K +$570K +8,629 New
OA
579
Operose Advisors
Wisconsin
$568K – – –
LP
580
LGL Partners
Pennsylvania
$568K +$41.2K +663 +8%
LA
581
Legacy Advisors
Pennsylvania
$563K -$17.5K -282 -3%
SF
582
SBK Financial
Virginia
$562K -$148K -2,375 -21%
RCA
583
Resonant Capital Advisors
Wisconsin
$562K -$21.3K -343 -4%
BOTW
584
Bank of the West
California
$562K +$168K +2,700 +43%
BFA
585
Bill Few Associates
Pennsylvania
$558K – – –
IAG
586
Investment Advisory Group
Massachusetts
$558K +$33K +531 +6%
B
587
Bensler
Washington
$552K +$2.61K +42 +0.5%
MCM
588
Mill Capital Management
North Carolina
$547K +$112K +1,800 +26%
CFFP
589
Center for Financial Planning
Michigan
$545K +$807 +13 +0.1%
HW
590
Hancock Whitney
Mississippi
$541K +$152K +2,448 +39%
BMCM
591
Bryn Mawr Capital Management
Pennsylvania
$537K – – –
NEPPG
592
New England Professional Planning Group
Rhode Island
$535K +$97K +1,555 +22%
ACA
593
Aptus Capital Advisors
Alabama
$533K -$12.2K -196 -2%
GWANC
594
Guardian Wealth Advisors (North Carolina)
North Carolina
$532K -$13.2K -212 -2%
ACM
595
Alamar Capital Management
California
$530K – – –
SW
596
SlateStone Wealth
Florida
$530K +$98K +1,576 +23%
PB
597
Pinnacle Bancorp
Nebraska
$529K +$498 +8 +0.1%
PGIM
598
Pacific Global Investment Management
California
$528K – – –
LWA
599
LWS Wealth Advisors
New Jersey
$527K -$125K -2,013 -19%
BTI
600
Blue Trust Inc
Georgia
$527K +$5.37K +83 +1%
22 23
24
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