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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 %
M1FG
851
Mach-1 Financial Group
Arkansas
$362K +$19.2K +247 +6%
AG
852
Ascent Group
Virginia
$362K -$633 -8 -0.2%
EFN
853
Equita Financial Network
Pennsylvania
$360K +$3.42K +44 +1%
LCOV
854
London Company of Virginia
Virginia
$358K +$358K +4,602 +115,050%
HFP
855
Holistic Financial Partners
Indiana
$358K – – –
CCP
856
Cassia Capital Partners
North Carolina
$355K – – –
PWM
857
PBMares Wealth Management
Virginia
$354K – – –
WCWM
858
Willow Creek Wealth Management
California
$353K +$20.6K +265 +6%
WOC
859
West Oak Capital
California
$352K – – –
CWM
860
Congress Wealth Management
Massachusetts
$350K +$54.6K +702 +18%
RBC
861
Roble Belko & Company
Pennsylvania
$349K – – –
AWA
862
Aaron Wealth Advisors
Illinois
$348K -$4.59K -59 -1%
VNA
863
Valley National Advisers
Pennsylvania
$348K – – –
MIM
864
MTM Investment Management
South Carolina
$347K +$132K +1,693 +61%
TC
865
Trust Company
Kansas
$347K +$40.9K +526 +13%
HW
866
Hancock Whitney
Mississippi
$346K – – –
NIM
867
Northeast Investment Management
Massachusetts
$346K – – –
CCA
868
Checchi Capital Advisers
California
$345K – – –
PA
869
PFG Advisors
Arizona
$344K +$55.3K +712 +19%
BWA
870
BlueChip Wealth Advisors
Georgia
$344K +$344K +4,423 New
ECG
871
Edge Capital Group
Georgia
$342K +$342K +4,405 New
VAS
872
Vestmark Advisory Solutions
Massachusetts
$342K +$77.3K +995 +29%
HCM
873
HMS Capital Management
Tennessee
$341K – – –
FG
874
Fiduciary Group
Georgia
$340K -$283K -3,638 -45%
BWP
875
Bernardo Wealth Planning
Pennsylvania
$339K -$21.3K -274 -6%
33 34
35
36 37