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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 %
GWP
626
Gateway Wealth Partners
Wisconsin
$597K +$2.87K +41 +0.5%
PGIM
627
Pacific Global Investment Management
California
$594K – – –
MWM
628
Mission Wealth Management
California
$592K -$59.4K -849 -9%
BFIM
629
Beese Fulmer Investment Management
Ohio
$588K -$6.99K -100 -1%
MWM
630
McNaughton Wealth Management
California
$587K – – –
CL
631
CIM LLC
New York
$585K -$30.9K -442 -5%
JJBC
632
James J. Burns & Company
New York
$584K +$254K +3,631 +77%
SCI
633
S&CO Inc
Massachusetts
$583K – – –
BWA
634
BlueSky Wealth Advisors
North Carolina
$583K -$63.3K -905 -10%
ST
635
Smithfield Trust
Pennsylvania
$582K -$2.57K -37 -0.4%
NSIM
636
North Star Investment Management
Illinois
$580K – – –
TCA
637
Transcend Capital Advisors
New Jersey
$578K -$2.17K -31 -0.4%
SCA
638
Stillwater Capital Advisors
Pennsylvania
$576K – – –
ESB
639
Essex Savings Bank
Connecticut
$575K – – –
VFIC
640
Valley Forge Investment Consultants
Pennsylvania
$573K +$2.17K +31 +0.4%
OSAM
641
O'Shaughnessy Asset Management
Connecticut
$568K – – –
DFC
642
DBK Financial Counsel
Ohio
$567K -$220K -3,150 -28%
PL
643
Parthenon LLC
Kentucky
$566K – – –
TNB
644
Thomasville National Bank
Georgia
$566K +$66.4K +950 +13%
Wealth Enhancement Advisory Services
645
Wealth Enhancement Advisory Services
Minnesota
$564K +$258K +3,687 +84%
BFA
646
Beaumont Financial Advisors
Massachusetts
$563K – – –
NEPPG
647
New England Professional Planning Group
Rhode Island
$561K -$159K -2,288 -22%
SFP
648
Shepherd Financial Partners
Massachusetts
$561K -$86.9K -1,243 -13%
BWP
649
Baldwin Wealth Partners
Massachusetts
$560K – – –
BBA
650
BLB&B Advisors
Pennsylvania
$560K +$2.1K +30 +0.4%
24 25
26
27 28