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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 %
TLFA
676
True Link Financial Advisors
California
$498K – – –
RW
677
REDW Wealth
New Mexico
$498K – – –
TGAM
678
TBH Global Asset Management
Tennessee
$497K +$497K +7,104 New
VPP
679
Vertex Planning Partners
Illinois
$496K +$140 +2 +0%
DA
680
Dover Advisors
Virginia
$493K +$149K +2,128 +43%
GWM
681
Greenhouse Wealth Management
Connecticut
$493K +$1.75K +25 +0.4%
MPWT
682
MassMutual Private Wealth & Trust
Connecticut
$492K -$16.5K -236 -3%
SCP
683
Stevens Capital Partners
Nebraska
$492K +$17.5K +250 +4%
AFS
684
Annapolis Financial Services
Maryland
$491K +$18.9K +271 +4%
EWA
685
Encompass Wealth Advisors
Oregon
$491K +$88.1K +1,260 +22%
NW
686
NewEdge Wealth
Pennsylvania
$490K +$233K +3,338 +91%
PB
687
Pinnacle Bancorp
Nebraska
$489K +$45.7K +653 +10%
LDB
688
Lee, Danner & Bass
Tennessee
$477K -$24.5K -350 -5%
FAT
689
First American Trust
California
$477K +$14.4K +206 +3%
HCM
690
HMS Capital Management
Tennessee
$475K – – –
RWM
691
Reston Wealth Management
Virginia
$473K -$5.1K -73 -1%
CWM
692
Cranbrook Wealth Management
Michigan
$471K – – –
FAIM
693
Financial Advocates Investment Management
Washington
$465K +$38.4K +549 +9%
LI
694
LMCG Investments
Massachusetts
$461K -$8.04K -115 -2%
EWM
695
Empirical Wealth Management
Washington
$461K – – –
GC
696
Grimes & Company
Massachusetts
$459K +$459K +6,562 New
PO
697
Private Ocean
California
$453K -$70 -1 -0%
AWAG
698
ARS Wealth Advisors Group
Florida
$452K +$153K +2,193 +51%
BHWM
699
Bar Harbor Wealth Management
New Hampshire
$450K – – –
ANBT
700
American National Bank & Trust
Texas
$449K – – –
26 27
28
29 30