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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 %
TFA
726
TPG Financial Advisors
Oregon
$521K +$16.7K +217 +3%
JFA
727
JNBA Financial Advisors
Minnesota
$520K -$11.7K -151 -2%
KCM
728
Kanawha Capital Management
Virginia
$520K -$50.8K -654 -9%
FA
729
Fermata Advisors
California
$514K – – –
RWM
730
Reston Wealth Management
Virginia
$513K +$4.43K +57 +0.9%
OPCM
731
Osborne Partners Capital Management
California
$513K +$74.6K +960 +17%
TLFA
732
True Link Financial Advisors
California
$511K +$9.48K +122 +2%
WPC
733
Wedmont Private Capital
Pennsylvania
$511K +$231 +3 +0%
KIG
734
Kowal Investment Group
Wisconsin
$506K -$96.6K -1,243 -16%
PO
735
Private Ocean
California
$504K -$15.5K -200 -3%
ICG
736
InterOcean Capital Group
Tennessee
$501K +$22K +283 +5%
BHWM
737
Bar Harbor Wealth Management
New Hampshire
$501K – – –
E3F
738
Eight 31 Financial
Texas
$500K +$500K +6,432 New
FFM
739
Forum Financial Management
Illinois
$500K -$40.3K -519 -7%
SEIA
740
Signature Estate & Investment Advisors
California
$499K – – –
SCA
741
Sandy Cove Advisors
Massachusetts
$498K +$1.87K +24 +0.4%
EW
742
Evoke Wealth
California
$497K -$6.63M -85,357 -93%
FMTCOCP
743
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$497K -$106K -1,360 -18%
FWIA
744
Fort Washington Investment Advisors
Ohio
$495K – – –
GF
745
Gries Financial
Ohio
$495K +$183K +2,349 +58%
MC
746
Mathes Company
New York
$490K – – –
TFM
747
TFC Financial Management
Massachusetts
$489K +$3.27K +42 +0.7%
BSB
748
Bangor Savings Bank
Maine
$487K – – –
OIA
749
Optimum Investment Advisors
Illinois
$484K +$4.98K +64 +1%
LFG
750
Larson Financial Group
Missouri
$484K +$16.2K +208 +3%
28 29
30
31 32