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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 %
D
801
Dentgroup
Louisiana
$413K +$413K +5,307 New
CC
802
Callan Capital
California
$410K +$1.48K +19 +0.4%
PL
803
Plancorp LLC
Missouri
$410K +$70K +900 +21%
HFS
804
HBC Financial Services
Washington
$409K – – –
FPW
805
Flagship Private Wealth
Massachusetts
$408K +$3.58K +46 +0.9%
ZF
806
Zhang Financial
Michigan
$407K +$1.55K +20 +0.4%
WLPWM
807
Walled Lake Planning & Wealth Management
Illinois
$405K +$6.3K +81 +2%
CFD
808
Creative Financial Designs
Indiana
$405K -$389 -5 -0.1%
BCM
809
Brasada Capital Management
Texas
$403K +$403K +5,191 New
SCM
810
SOL Capital Management
Maryland
$403K -$11.7K -150 -3%
SL
811
Salomon & Ludwin
Virginia
$403K – – –
STA
812
Summit Trail Advisors
New York
$402K +$544 +7 +0.1%
PCM
813
Parsons Capital Management
Rhode Island
$401K – – –
PCA
814
Prosperity Capital Advisors
Ohio
$400K -$7.15K -92 -2%
AFTS
815
American Financial & Tax Strategies
New York
$399K +$399K +5,135 New
EWA
816
Encompass Wealth Advisors
Oregon
$399K -$147K -1,892 -27%
GC
817
Gratus Capital
Georgia
$396K – – –
CWM
818
Castle Wealth Management
Florida
$395K – – –
ST
819
Spinnaker Trust
Maine
$393K – – –
HCM
820
Howland Capital Management
Massachusetts
$392K +$124K +1,599 +46%
WC
821
Weil Company
California
$391K – – –
NRI
822
NFP Retirement Inc
California
$390K +$31.9K +410 +9%
EGA
823
E&G Advisors
Texas
$389K – – –
HA
824
Herold Advisors
New York
$389K – – –
VR
825
Valued Retirements
Texas
$388K +$388K +4,990 New
31 32
33
34 35