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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 %
TVAMP
776
Tennessee Valley Asset Management Partners
Tennessee
$355K +$909 +13 +0.3%
ST
777
Spinnaker Trust
Maine
$353K – – –
WC
778
Weil Company
California
$352K – – –
EGA
779
E&G Advisors
Texas
$350K -$69.9K -1,000 -17%
HA
780
Herold Advisors
New York
$350K – – –
C
781
Certuity
Florida
$349K -$195K -2,795 -36%
FPW
782
Flagship Private Wealth
Massachusetts
$348K +$1.26K +18 +0.4%
NSCM
783
New South Capital Management
Tennessee
$346K – – –
AWA
784
Aaron Wealth Advisors
Illinois
$346K +$22.7K +325 +7%
FFM
785
Flagstone Financial Management
Nebraska
$344K – – –
PWA
786
Providence Wealth Advisors
Illinois
$342K – – –
WI
787
Wintrust Investments
Illinois
$341K +$3.21K +46 +1%
WWM
788
Western Wealth Management
Colorado
$339K -$6.43K -92 -2%
VFG
789
V2 Financial group
Illinois
$336K – – –
IAIM
790
International Assets Investment Management
Florida
$335K -$442K -6,315 -57%
CCFM
791
Clear Creek Financial Management
Washington
$335K -$86.8K -1,242 -21%
NRI
792
NFP Retirement Inc
California
$332K -$32K -458 -9%
JFG
793
Jefferies Financial Group
New York
$331K -$839 -12 -0.3%
CB
794
Cadence Bank
Mississippi
$331K -$3.99K -57 -1%
RVPG
795
Relative Value Partners Group
$330K +$420 +6 +0.1%
MFA
796
McClarren Financial Advisors
Pennsylvania
$330K – – –
MMPW
797
Mitchell McLeod Pugh & Williams
Alabama
$329K -$93K -1,330 -22%
CW
798
CIC Wealth
Maryland
$329K – – –
JIP
799
Jaffetilchin Investment Partners
Florida
$328K +$1.19K +17 +0.4%
AHB
800
Abner Herrman & Brock
New Jersey
$327K +$327K +4,680 New
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32
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