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iShares Russell Mid-Cap ETF
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Overview Fund Activity

1,243 hedge funds and large institutions have $25.6B invested in iShares Russell Mid-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 171 funds opening new positions, 403 increasing their positions, 386 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,243
Holders Change
+105
Holders Change %
+9.23%
% of All Funds
18.22%
Holding in Top 10
64
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.23%
% of All Funds
0.94%
New
171
Increased
403
Reduced
386
Closed
48
Calls
$14.6M
Puts
$567K
Net Calls
+$14.1M
Net Calls Change
+$3.51M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$571M
2
Bank of America
Bank of America
North Carolina
+$163M
3
Baird Financial Group
Baird Financial Group
Wisconsin
+$134M
4
Ameriprise
Ameriprise
Minnesota
+$91.4M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$54M

Top Sellers

1
Natixis Advisors
Natixis Advisors
Massachusetts
-$41.8M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$39M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$38.7M
4
Wells Fargo
Wells Fargo
California
-$36.8M
5
CA
Cetera Advisors
Colorado
-$36.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
701
Canvas Wealth Advisors
Kansas
$561K +$37.6K +491 +7%
SCP
702
Stevens Capital Partners
Nebraska
$559K -$35.8K -461 -6%
MPCL
703
My Personal CFO LLC
Washington
$558K +$233 +3 +0%
FDCP
704
Foster Dykema Cabot & Partners
Massachusetts
$558K +$558K +7,178 New
MWM
705
Mission Wealth Management
California
$557K -$2.41K -31 -0.4%
WPW
706
Waldron Private Wealth
Pennsylvania
$557K – – –
CA
707
CoreCap Advisors
Michigan
$555K -$52.2K -672 -9%
GWM
708
Greenhouse Wealth Management
Connecticut
$554K +$4.98K +64 +0.9%
VPP
709
Vertex Planning Partners
Illinois
$552K +$233 +3 +0%
GL
710
Graypoint LLC
New York
$548K -$346K -4,457 -39%
CWM
711
Cranbrook Wealth Management
Michigan
$546K +$21.8K +280 +4%
SAS
712
SMI Advisory Services
Indiana
$545K -$59K -769 -10%
BMC
713
Bear Mountain Capital
Washington
$544K +$544K +7,163 New
CCFCSB
714
Cape Cod Five Cents Savings Bank
Massachusetts
$544K -$544K -7,003 -50%
AAS
715
Ameritas Advisory Services
Nebraska
$543K -$427K -5,418 -44%
TGAM
716
TBH Global Asset Management
Tennessee
$543K -$10.5K -135 -2%
LDB
717
Lee, Danner & Bass
Tennessee
$539K – – –
AC
718
Anson Capital
Georgia
$539K +$30.5K +392 +6%
Millennium Management
719
Millennium Management
New York
$539K -$74.8K -962 -12%
TNB
720
Thomasville National Bank
Georgia
$535K -$7.77K -100 -1%
TF
721
Tompkins Financial
New York
$535K +$114K +1,473 +27%
TSW
722
Thompson Siegel & Walmsley
Virginia
$530K -$468K -6,015 -47%
HI
723
Harbour Investments
Wisconsin
$530K +$33K +424 +7%
MA
724
Montag & Associates
Georgia
$528K +$79.1K +1,018 +18%
WWM
725
Western Wealth Management
Colorado
$525K +$238K +3,061 +83%
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