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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 %
JFA
726
JNBA Financial Advisors
Minnesota
$419K – – –
EIA
727
Edgemoor Investment Advisors
Maryland
$417K – – –
TFA
728
Triad Financial Advisors
North Carolina
$416K -$4.34K -62 -1%
DBT
729
Dubuque Bank & Trust
Iowa
$416K – – –
SCA
730
Snowden Capital Advisors
New York
$415K -$441K -6,312 -52%
FPB
731
First PREMIER Bank
South Dakota
$413K – – –
SWM
732
Segment Wealth Management
Texas
$413K – – –
DPI
733
Diversified Portfolios Inc
Michigan
$410K +$410K +5,870 New
SL
734
Salomon & Ludwin
Virginia
$407K – – –
HCA
735
Harbour Capital Advisors
Virginia
$406K -$28K -400 -6%
VC
736
Veracity Capital
Georgia
$405K -$11.5K -165 -3%
MA
737
Montag & Associates
Georgia
$404K -$48.2K -689 -11%
FA
738
Fermata Advisors
California
$402K -$60.6K -867 -13%
SFMG
739
Sage Financial Management Group
Virginia
$402K -$26.5K -378 -6%
BCM
740
Brookstone Capital Management
Illinois
$395K +$560 +8 +0.1%
CFD
741
Creative Financial Designs
Indiana
$394K +$839 +12 +0.2%
TWA
742
TCI Wealth Advisors
Arizona
$394K +$374K +5,348 +1,910%
DWP
743
Destiny Wealth Partners
Florida
$391K -$121K -1,733 -24%
BAM
744
Belpointe Asset Management
Nevada
$391K -$266K -3,806 -41%
FCM
745
Fourpath Capital Management
Oklahoma
$391K -$5.73K -82 -1%
BWA
746
Blodgett Wealth Advisors
California
$389K – – –
BAMG
747
Brand Asset Management Group
Missouri
$388K – – –
IWMA
748
Ironwood Wealth Management (Arizona)
Arizona
$388K -$16.2K -232 -4%
SWA
749
SFMG Wealth Advisors
Texas
$387K – – –
BWA
750
BDO Wealth Advisors
Florida
$385K – – –
28 29
30
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