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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 %
MWM
576
Modera Wealth Management
New Jersey
$725K – – –
WAG
577
Winthrop Advisory Group
Massachusetts
$723K +$769 +11 +0.1%
NCM
578
Narwhal Capital Management
Georgia
$716K -$350 -5 -0%
DSC
579
Duncker Streett & Co
Missouri
$714K – – –
CSPIA
580
Cary Street Partners Investment Advisory
Virginia
$712K +$17.6K +251 +3%
FFM
581
Forum Financial Management
Illinois
$709K – – –
IF
582
Intrua Financial
Texas
$701K -$33.3K -488 -5%
ARC
583
Advisor Resource Council
Texas
$698K – – –
MFG
584
MidWestOne Financial Group
Iowa
$696K +$261K +3,732 +60%
GWS
585
Glassman Wealth Services
Virginia
$694K -$2.31K -33 -0.3%
BHIA
586
Birch Hill Investment Advisors
Massachusetts
$694K -$71.3K -1,020 -9%
IF
587
Ironwood Financial
Arizona
$694K +$140 +2 +0%
OA
588
Operose Advisors
Wisconsin
$692K -$59.2K -846 -8%
AIA
589
Armor Investment Advisors
North Carolina
$690K – – –
LCM
590
Linker Capital Management
Kentucky
$683K – – –
KA
591
Klingman & Associates
New York
$679K – – –
FFBTD
592
First Financial Bank - Trust Division
Ohio
$675K – – –
CT
593
Cambridge Trust
Massachusetts
$669K -$57.8K -827 -8%
HWM
594
HFG Wealth Management
Texas
$668K +$668K +9,560 New
LOPW
595
Live Oak Private Wealth
North Carolina
$668K – – –
HS
596
Horan Securities
United States
$665K +$350 +5 +0.1%
EARNEST Partners
597
EARNEST Partners
Georgia
$658K -$3.82M -54,671 -85%
Wealthfront Advisers
598
Wealthfront Advisers
California
$656K +$44.5K +637 +7%
CBT
599
Central Bank & Trust
Kentucky
$655K – – –
FG
600
Fiduciary Group
Georgia
$643K -$10.3K -148 -2%
22 23
24
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