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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 %
RPGK
651
Retirement Planning Group (Kansas)
Kansas
$559K +$280 +4 +0.1%
WCM
652
Windsor Capital Management
Arizona
$556K +$140 +2 +0%
BFM
653
Broadview Financial Management
Wisconsin
$555K +$2.03K +29 +0.4%
CCFCSB
654
Cape Cod Five Cents Savings Bank
Massachusetts
$554K +$8.88K +127 +2%
HW
655
Hancock Whitney
Mississippi
$553K -$35.5K -508 -6%
MLL
656
Moody Lynn & Lieberson
Massachusetts
$553K – – –
FTWA
657
Fifth Third Wealth Advisors
Ohio
$549K +$549K +44,713 New
OSNBOA
658
Old Second National Bank of Aurora
Illinois
$544K – – –
FA
659
Fiducient Advisors
Illinois
$543K -$81.3K -1,163 -13%
DSN
660
D. Scott Neal
Kentucky
$542K – – –
BFW
661
Brady Family Wealth
Missouri
$542K +$1.54K +22 +0.3%
BA
662
Ballew Advisors
Mississippi
$540K -$36.1K -503 -6%
BCM
663
Buckhead Capital Management
Georgia
$538K – – –
SIAS
664
Summit Investment Advisory Services
Minnesota
$535K +$140 +2 +0%
CPSAC
665
Chas P. Smith & Associates (CPS)
Florida
$532K -$44.4K -635 -8%
PWLP
666
Prio Wealth Limited Partnership
Massachusetts
$530K – – –
CFGS
667
Concourse Financial Group Securities
Alabama
$523K -$1.06M -15,153 -67%
KBFS
668
Kohmann Bosshard Financial Services
Ohio
$520K – – –
KCM
669
Kanawha Capital Management
Virginia
$519K – – –
IA
670
IFP Advisors
Florida
$518K -$794K -3,736 -61%
OCM
671
Objective Capital Management
Ohio
$516K +$350 +5 +0.1%
TWC
672
TD Waterhouse Canada
Ontario, Canada
$515K – – –
MA
673
MCF Advisors
Kentucky
$514K -$839 -12 -0.2%
FFP
674
FourThought Financial Partners
Florida
$508K – – –
WPW
675
Waldron Private Wealth
Pennsylvania
$501K – – –
25 26
27
28 29