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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 %
CA
626
Claro Advisors
Massachusetts
$480K – – –
Qube Research & Technologies (QRT)
627
Qube Research & Technologies (QRT)
United Kingdom
$480K +$347K +5,588 +261%
BCM
628
Buckhead Capital Management
Georgia
$479K – – –
NSIM
629
North Star Investment Management
Illinois
$479K – – –
TWC
630
TD Waterhouse Canada
Ontario, Canada
$477K – – –
SFWC
631
Strategic Family Wealth Counselors
New Jersey
$468K – – –
KCM
632
Kanawha Capital Management
Virginia
$467K -$6.21K -100 -1%
PWLP
633
Prio Wealth Limited Partnership
Massachusetts
$467K – – –
OCM
634
Objective Capital Management
Ohio
$458K +$993 +16 +0.2%
MPCL
635
My Personal CFO LLC
Washington
$457K -$121K -872 -21%
TCA
636
Transcend Capital Advisors
New Jersey
$457K -$20.2K -325 -4%
MA
637
MCF Advisors
Kentucky
$457K -$621 -10 -0.1%
DWP
638
Destiny Wealth Partners
Florida
$455K – – –
TLFA
639
True Link Financial Advisors
California
$454K -$2.92K -47 -0.6%
MAM
640
Madison Asset Management
Wisconsin
$453K -$12.8K -206 -3%
FF
641
FourThought Financial
Florida
$451K – – –
EWM
642
Empirical Wealth Management
Washington
$447K -$288K -4,628 -39%
LDB
643
Lee, Danner & Bass
Tennessee
$447K -$23.9K -385 -5%
CL
644
CPWM LLC
Washington
$446K +$435 +7 +0.1%
BW
645
Bison Wealth
Georgia
$445K -$178K -2,873 -29%
WPW
646
Waldron Private Wealth
Pennsylvania
$445K – – –
TNB
647
Thomasville National Bank
Georgia
$444K – – –
SCA
648
Snowden Capital Advisors
New York
$443K -$52.3K -842 -11%
MPWT
649
MassMutual Private Wealth & Trust
Connecticut
$441K +$156K +2,509 +55%
FLC
650
Fifth Lane Capital
Texas
$437K +$437K +7,027 New
24 25
26
27 28