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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 %
TCWM
826
Total Clarity Wealth Management
Illinois
$388K +$140K +1,800 +56%
SWM
827
SilverOak Wealth Management
Minnesota
$388K +$388K +4,986 New
CKAIS
828
Christensen King & Associates Investment Services
Washington
$387K +$387K +4,983 New
WI
829
Wintrust Investments
Illinois
$387K +$7.69K +99 +2%
AMCA
830
Arthur M. Cohen & Associates
Illinois
$387K +$387K +4,976 New
HPC
831
HM Payson & Co
Maine
$385K -$21.4K -275 -5%
VCM
832
Versant Capital Management
Arizona
$383K – – –
FFM
833
Flagstone Financial Management
Nebraska
$383K – – –
EAM
834
Eagle Asset Management
Florida
$382K +$382K +4,920 New
DA
835
Dash Acquisitions
California
$381K – – –
AF
836
Arrow Financial
New York
$380K -$933 -12 -0.2%
BFM
837
Broadview Financial Management
Wisconsin
$380K -$27.5K -354 -7%
AHB
838
Abner Herrman & Brock
New Jersey
$380K – – –
WDG
839
Wealth Dimensions Group
Ohio
$379K -$73.3K -943 -16%
GIA
840
GHP Investment Advisors
Colorado
$375K +$157K +2,017 +72%
LFA
841
Legacy Financial Advisors
Kentucky
$375K -$17.5K -225 -4%
NCM
842
NCM Capital Management
New Jersey
$373K – – –
FAIM
843
Financial Advocates Investment Management
Washington
$373K +$5.44K +70 +1%
ACA
844
Affinity Capital Advisors
California
$370K +$99.5K +1,280 +37%
IWA
845
Invera Wealth Advisors
Oregon
$369K +$369K +4,745 New
RVPG
846
Relative Value Partners Group
$369K +$1.17K +15 +0.3%
JFG
847
Jefferies Financial Group
New York
$368K – – –
PCG
848
Prosperity Consulting Group
Maryland
$368K +$129K +1,657 +54%
WCF
849
West Coast Financial
California
$367K +$367K +4,720 New
RCAG
850
Rehmann Capital Advisory Group
Michigan
$367K -$18.7K -241 -5%
32 33
34
35 36