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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 %
TFA
801
TPG Financial Advisors
Oregon
$327K – – –
NCM
802
Neumann Capital Management
California
$325K -$70 -1 -0%
FPAS
803
Focus Partners Advisor Solutions
Missouri
$325K -$1.89K -27 -0.6%
SEIA
804
Signature Estate & Investment Advisors
California
$325K +$35.8K +512 +12%
BB
805
Bell Bank
North Dakota
$322K – – –
WOC
806
West Oak Capital
California
$322K – – –
HFP
807
Holistic Financial Partners
Indiana
$322K – – –
TRIA
808
Trail Ridge Investment Advisors
Colorado
$321K – – –
AG
809
Ascent Group
Virginia
$320K -$20.1K -288 -6%
PI
810
PFG Investments
New York
$320K +$320K +4,571 New
MFG
811
Merit Financial Group
Georgia
$319K -$3.99K -57 -1%
CCP
812
Cassia Capital Partners
North Carolina
$319K – – –
PWM
813
PBMares Wealth Management
Virginia
$318K – – –
DA
814
Detalus Advisors
Missouri
$316K +$10.9K +156 +4%
RBC
815
Roble Belko & Company
Pennsylvania
$314K -$54.2K -774 -15%
FIA
816
Foundations Investment Advisors
Arizona
$314K +$350 +5 +0.1%
VNA
817
Valley National Advisers
Pennsylvania
$313K -$53.6K -767 -15%
NIM
818
Northeast Investment Management
Massachusetts
$311K – – –
CWP
819
Cyndeo Wealth Partners
Florida
$311K +$35.4K +507 +13%
AWM
820
Angeles Wealth Management
California
$311K – – –
FA
821
Financial Alternatives
California
$309K – – –
PL
822
Plancorp LLC
Missouri
$306K – – –
CCM
823
Colorado Capital Management
Colorado
$305K – – –
BAAM
824
Baker Avenue Asset Management
California
$304K +$38.7K +553 +15%
OL
825
Optas LLC
Texas
$304K – – –
31 32
33
34 35