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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 %
RBC
826
Romano Brothers & Co
Illinois
$303K -$2.8K -40 -0.9%
LFS
827
Lutz Financial Services
Nebraska
$302K – – –
HWM
828
Hohimer Wealth Management
Washington
$299K +$299K +4,279 New
WCWM
829
Willow Creek Wealth Management
California
$299K -$29.6K -423 -9%
KCPG
830
Kavar Capital Partners Group
Kansas
$297K -$14.8K -212 -5%
PCA
831
Peddock Capital Advisors
Massachusetts
$297K +$297K +4,248 New
APW
832
Acima Private Wealth
Virginia
$297K – – –
WLPWM
833
Walled Lake Planning & Wealth Management
Illinois
$296K +$21K +301 +8%
TCOV
834
Trust Company of Vermont
Vermont
$296K – – –
GSIS
835
Global Strategic Investment Solutions
Arizona
$295K – – –
AF
836
Advisornet Financial
Minnesota
$295K -$8.74K -125 -3%
FHA
837
Flagship Harbor Advisors
Massachusetts
$295K -$36.7K -525 -11%
FPFS
838
First Personal Financial Services
North Carolina
$295K -$11.1K -159 -4%
TP
839
Tranquility Partners
Tennessee
$294K +$42.4K +607 +17%
Wellington Management Group
840
Wellington Management Group
Massachusetts
$294K – – –
MOACM
841
Mutual of America Capital Management
New York
$291K – – –
ST
842
Sentinel Trust
Texas
$291K +$11K +157 +4%
AIA
843
Arbor Investment Advisors
North Carolina
$291K +$61.5K +880 +27%
TC
844
Trust Company
Kansas
$289K -$20.1K -287 -6%
SB
845
Strategic Blueprint
Georgia
$289K -$3.36K -48 -1%
KFP
846
KMG Fiduciary Partners
Ohio
$289K +$1.33K +19 +0.5%
APP
847
Avantax Planning Partners
Iowa
$286K -$16.2K -231 -5%
APW
848
Aurora Private Wealth
New Jersey
$285K +$630 +9 +0.2%
CBOR
849
Community Bank of Raymore
Missouri
$283K – – –
BFG
850
Bouchey Financial Group
New York
$282K – – –
32 33
34
35 36