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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 %
PFG
576
Pacific Financial Group
Washington
$893K +$6.84K +88 +0.8%
SWPG
577
Strategic Wealth Partners Group
Illinois
$881K +$5.05K +65 +0.6%
HIA
578
Harbor Investment Advisory
Maryland
$880K – – –
FFB
579
First Financial Bankshares
Texas
$876K +$876K +11,268 New
CCWM
580
Cassaday & Co Wealth Management
Virginia
$873K – – –
MW
581
Marcum Wealth
Ohio
$869K -$92.9K -1,195 -10%
LIM
582
Leavell Investment Management
Alabama
$867K -$9.25K -119 -1%
LNWWM
583
Laird Norton Wetherby Wealth Management
California
$860K -$2.68M -34,450 -76%
CAM
584
Columbia Asset Management
Michigan
$860K +$155 +2 +0%
JWM
585
Jupiter Wealth Management
Colorado
$855K – – –
BHIA
586
Birch Hill Investment Advisors
Massachusetts
$852K +$11.7K +150 +1%
SCA
587
Snowden Capital Advisors
New York
$850K +$103K +1,328 +14%
SW
588
SVB Wealth
Massachusetts
$849K -$15.9K -204 -2%
OC
589
Oppenheimer & Co
New York
$836K +$26.9K +346 +3%
FIA
590
Foundations Investment Advisors
Arizona
$835K -$95.8K -1,234 -10%
DSC
591
Duncker Streett & Co
Missouri
$833K – – –
USCWA
592
U.S. Capital Wealth Advisors
Texas
$827K -$10.1K -130 -1%
CIA
593
Concurrent Investment Advisors
Florida
$825K +$825K +10,613 New
W
594
Wealthquest
Ohio
$823K -$2.1K -27 -0.3%
PWMG
595
Provence Wealth Management Group
California
$821K -$1.17K -15 -0.1%
MHS
596
M Holdings Securities
Oregon
$817K – – –
PWP
597
Perfromance Wealth Partners
Illinois
$816K – – –
AF
598
Allworth Financial
California
$815K +$16.2K +208 +2%
MCM
599
MidAtlantic Capital Management
Virginia
$809K +$809K +10,405 New
OA
600
Operose Advisors
Wisconsin
$809K +$1.32K +17 +0.2%
22 23
24
25 26