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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 %
BFA
601
Beacon Financial Advisory
Ohio
$643K +$979 +14 +0.2%
PWMAG
602
Pinnacle Wealth Management Advisory Group
New Jersey
$641K – – –
SAS
603
SMI Advisory Services
Indiana
$641K -$12.1K -180 -2%
BLC
604
Brown, Lisle/Cummings
Rhode Island
$640K +$370K +5,285 +136%
IAG
605
Investment Advisory Group
Massachusetts
$640K – – –
MA
606
Mutual Advisors
Nebraska
$638K -$11.3K -161 -2%
BWM
607
Baron Wealth Management
Michigan
$635K +$1.12K +16 +0.2%
FFG
608
Fullen Financial Group
Ohio
$634K -$12.2K -176 -2%
SS
609
Sunbelt Securities
Texas
$633K -$15.7K -228 -2%
V
610
ViaWealth
Kansas
$630K – – –
VWA
611
V Wealth Advisors
Kansas
$630K +$315K +4,511 +100%
Belvedere Trading
612
Belvedere Trading
Illinois
$629K +$629K +9,000 New
BFA
613
Bill Few Associates
Pennsylvania
$628K – – –
BWM
614
BerganKDV Wealth Management
Minnesota
$628K -$47.4K -678 -7%
B
615
Bensler
Washington
$623K +$420 +6 +0.1%
DI
616
DFPG Investments
Utah
$619K -$103K -1,470 -14%
MCM
617
Mill Capital Management
North Carolina
$615K – – –
CFFP
618
Center for Financial Planning
Michigan
$610K +$699 +10 +0.1%
ACA
619
Aptus Capital Advisors
Alabama
$609K – – –
GWANC
620
Guardian Wealth Advisors (North Carolina)
North Carolina
$609K – – –
LA
621
Legacy Advisors
Pennsylvania
$606K -$12.6K -180 -2%
EW
622
Enzi Wealth
Texas
$605K -$475K -6,780 -44%
BMCM
623
Bryn Mawr Capital Management
Pennsylvania
$604K – – –
ACM
624
Advisors Capital Management
New Jersey
$602K +$166K +2,381 +38%
LP
625
LGL Partners
Pennsylvania
$601K +$2.31K +33 +0.4%
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25
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