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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 %
AA
701
Alesco Advisors
New York
$448K -$6.29K -90 -1%
FMTCOCP
702
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$447K – – –
CWA
703
Canvas Wealth Advisors
Kansas
$446K -$59.3K -861 -12%
FWIA
704
Fort Washington Investment Advisors
Ohio
$445K – – –
WIA
705
World Investment Advisors
California
$442K -$7.83K -112 -2%
AP
706
Adero Partners
California
$439K +$26.2K +374 +6%
BSB
707
Bangor Savings Bank
Maine
$438K – – –
SCP
708
Syntal Capital Partners
Texas
$437K – – –
TFM
709
TFC Financial Management
Massachusetts
$437K +$420K +6,000 +2,381%
MC
710
Moors & Cabot
Massachusetts
$437K – – –
Empower Advisory Group
711
Empower Advisory Group
Colorado
$437K +$437K +6,253 New
NFC
712
Northeast Financial Consultants
Connecticut
$434K – – –
PMG
713
ProVise Management Group
Florida
$434K -$67.5K -965 -13%
FA
714
Faithward Advisors
Pennsylvania
$433K +$302K +4,428 +231%
HI
715
Harbour Investments
Wisconsin
$432K +$25.9K +370 +6%
RFA
716
Register Financial Advisors
Georgia
$432K +$979 +14 +0.2%
OWP
717
Obermeyer Wealth Partners
Colorado
$432K – – –
WP
718
Westmount Partners
California
$431K – – –
HCM
719
Hollencrest Capital Management
California
$428K – – –
FNBTCON
720
First National Bank & Trust Co of Newtown
Pennsylvania
$427K – – –
WI
721
Wedgewood Investors
Pennsylvania
$426K – – –
ICG
722
InterOcean Capital Group
Tennessee
$423K – – –
CIA
723
Capital Investment Advisors
Georgia
$422K +$14K +200 +3%
LFG
724
Larson Financial Group
Missouri
$421K – – –
OIA
725
Optimum Investment Advisors
Illinois
$419K +$60.2K +861 +17%
27 28
29
30 31