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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 %
AAMC
851
Asset Allocation & Management Company
Illinois
$280K – – –
CGFA
852
Colton Groome Financial Advisors
North Carolina
$280K +$280K +4,001 New
BFO
853
Biltmore Family Office
North Carolina
$280K – – –
TWM
854
Tanager Wealth Management
United Kingdom
$280K +$280K +3,999 New
TI
855
Truepoint Inc
Ohio
$276K – – –
HT
856
HighTower Trust
Texas
$274K – – –
DIA
857
Dana Investment Advisors
Wisconsin
$274K – – –
LWA
858
LWS Wealth Advisors
New Jersey
$272K -$44.3K -633 -14%
CW
859
CreativeOne Wealth
Kansas
$270K +$2.79K +40 +1%
SFO
860
Stokes Family Office
Louisiana
$270K +$270K +3,855 New
PPW
861
PACK Private Wealth
Minnesota
$267K – – –
CWM
862
Congress Wealth Management
Massachusetts
$266K – – –
PTP
863
Platform Technology Partners
New York
$266K – – –
UL
864
Unionview LLC
Washington
$265K +$34.1K +487 +15%
EWM
865
Evermay Wealth Management
Virginia
$265K -$19.4K -277 -7%
FFA
866
Founders Financial Alliance
North Carolina
$264K -$141K -2,013 -35%
LWMNY
867
Landmark Wealth Management (New York)
New York
$263K +$350 +5 +0.1%
NP
868
NorthRock Partners
Minnesota
$262K -$17.3K -247 -6%
PPC
869
Park Place Capital
Alabama
$260K -$70.8K -1,012 -21%
TDWM
870
Topel & Distasi Wealth Management
California
$259K +$1.68K +24 +0.7%
CFS
871
CRA Financial Services
New Jersey
$258K -$6.99K -100 -3%
UCB
872
United Community Bank
South Carolina
$257K – – –
FEG
873
Fund Evaluation Group
Ohio
$257K – – –
PIFP
874
Partners in Financial Planning
Virginia
$255K -$58.5K -836 -19%
OA
875
Oxbow Advisors
Texas
$253K – – –
33 34
35
36 37