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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.

Holders
1,118
Holders Change
-19
Holders Change %
-1.67%
% of All Funds
17.9%
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
1
Jones Financial Companies
Missouri
$1.32B
2
PCIG
2
Partners Capital Investment Group
Massachusetts
$26.6M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$517M
4
ICMARC
4
International City Management Association Retirement Corp
District of Columbia
$49.1M
5
PCP
5
Proficio Capital Partners
Massachusetts
$15.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$4.01B
2
Wells Fargo
2
Wells Fargo
California
$2.67B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$560M
4
Morgan Stanley
4
Morgan Stanley
New York
$473M
5
FMI
5
Factory Mutual Insurance
Massachusetts
$147M
Name Market Value Shares Shares
Change 		Shares
Change %
GAB
51
German American Bancorp
Indiana
$54.2M 774,722 +23,100 +3%
BWM
52
Baystate Wealth Management
Massachusetts
$51.4M 735,472 +34,145 +5%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$51M 696,717 +67,538 +11%
WSTAM
54
Wilbanks Smith & Thomas Asset Management
Virginia
$50.8M 727,258 +10,129 +1%
ICMARC
55
International City Management Association Retirement Corp
District of Columbia
$49.1M 702,067 +250,205 +55%
CBB
56
Citizens Business Bank
California
$47.9M 685,737 -32,108 -4%
Osaic Holdings
57
Osaic Holdings
Arizona
$45.9M 655,871 -5,616 -0.8%
HighTower Advisors
58
HighTower Advisors
Illinois
$42.3M 605,117 -35,724 -6%
HNB
59
Huntington National Bank
Ohio
– – – –
UB
60
UMB Bank
Missouri
$40.2M 575,028 +47,563 +9%
CAN
61
Cetera Advisor Networks
California
$38.7M 553,322 +22,991 +4%
Cerity Partners
62
Cerity Partners
New York
$38.3M 547,494 -22,407 -4%
AWM
63
AE Wealth Management
Kansas
$34.8M 497,927 -42,313 -8%
BPWM
64
Badgley Phelps Wealth Managers
Washington
$33.2M 474,968 +26,909 +6%
Creative Planning
65
Creative Planning
Kansas
$32.6M 466,894 -5,163 -1%
MMA
66
Miracle Mile Advisors
California
$32.3M 462,502 +53,813 +13%
SYBT
67
Stock Yards Bank & Trust
Kentucky
$31.8M 454,901 +12,920 +3%
SPIA
68
Steward Partners Investment Advisory
New York
$31.7M 453,542 +8,864 +2%
MML Investors Services
69
MML Investors Services
Massachusetts
$28.7M 409,889 -187,938 -31%
BlackRock
70
BlackRock
New York
$28.4M 406,036 -91,332 -18%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$28.2M 402,670 -1,860 -0.5%
Thrivent Financial for Lutherans
72
Thrivent Financial for Lutherans
Minnesota
$28.1M 407,747 -121,140 -23%
SIMM
73
Stillwater Investment Management (Minnesota)
Minnesota
$26.9M 385,232 +8,719 +2%
PCIG
74
Partners Capital Investment Group
Massachusetts
$26.6M 380,748 +380,748 New
SI
75
Stephens Inc
Arkansas
$26.3M 376,360 -1,756 -0.5%
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