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iShares Russell Mid-Cap ETF
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Overview Fund Activity

1,137 hedge funds and large institutions have $21.9B invested in iShares Russell Mid-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 389 increasing their positions, 352 reducing their positions, and 48 closing their positions.

Holders
1,137
Holders Change
+80
Holders Change %
+7.57%
% of All Funds
18.34%
Holding in Top 10
65
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.84%
% of All Funds
1.05%
New
148
Increased
389
Reduced
352
Closed
48
Calls
$5.05M
Puts
$3.04M
Net Calls
+$2M
Net Calls Change
-$5.13M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$2.64B
2
FMI
2
Factory Mutual Insurance
Massachusetts
$162M
3
Cerity Partners
3
Cerity Partners
New York
$38.4M
4
CIBC Private Wealth Group
4
CIBC Private Wealth Group
Georgia
$126M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$571M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$39.8M
2
Citigroup
2
Citigroup
New York
$24.8M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$1.07B
4
Ameriprise
4
Ameriprise
Minnesota
$282M
5
PCP
5
Proficio Capital Partners
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PP
51
Pegasus Partners
Wisconsin
$51.7M 766,783 +165,399 +28%
GAB
52
German American Bancorp
Indiana
$50.7M 751,622 -33,463 -4%
CBB
53
Citizens Business Bank
California
$48.4M 717,845 -9,332 -1%
WSTAM
54
Wilbanks Smith & Thomas Asset Management
Virginia
$48.4M 717,129 +8,109 +1%
BWM
55
Baystate Wealth Management
Massachusetts
$47.3M 701,327 +13,755 +2%
Osaic Holdings
56
Osaic Holdings
Arizona
$44.6M 661,487 +29,960 +5%
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$43.6M 629,179 +41,520 +7%
HighTower Advisors
58
HighTower Advisors
Illinois
$43.2M 640,841 -22,492 -3%
MML Investors Services
59
MML Investors Services
Massachusetts
$40.3M 597,827 +28,880 +5%
HNB
60
Huntington National Bank
Ohio
– – – –
Cerity Partners
61
Cerity Partners
New York
$38.4M 569,901 +454,688 +395%
AWM
62
AE Wealth Management
Kansas
$36.4M 540,240 +1,416 +0.3%
Thrivent Financial for Lutherans
63
Thrivent Financial for Lutherans
Minnesota
$35.8M 528,887 -120,438 -19%
CAN
64
Cetera Advisor Networks
California
$35.8M 530,331 +44,256 +9%
UB
65
UMB Bank
Missouri
$35.6M 527,465 +45,135 +9%
BlackRock
66
BlackRock
New York
$33.5M 497,368 +117,469 +31%
Creative Planning
67
Creative Planning
Kansas
$31.8M 472,057 +99,493 +27%
FCBT
68
First Citizens Bank & Trust
North Carolina
$30.7M 454,683 +13,506 +3%
ICMARC
69
International City Management Association Retirement Corp
District of Columbia
$30.5M 451,862 +451,862 New
BPWM
70
Badgley Phelps Wealth Managers
Washington
$30.2M 448,059 +20,608 +5%
SPIA
71
Steward Partners Investment Advisory
New York
$30M 444,678 +2,341 +0.5%
SYBT
72
Stock Yards Bank & Trust
Kentucky
$29.8M 441,981 +5,047 +1%
MMA
73
Miracle Mile Advisors
California
$27.6M 408,689 +18,048 +5%
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$27.3M 404,530 -823 -0.2%
SI
75
Stephens Inc
Arkansas
$25.5M 378,116 +1,522 +0.4%
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