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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
$1.32B
2
PCIG
Partners Capital Investment Group
Massachusetts
$26.6M
3
Baird Financial Group
Baird Financial Group
Wisconsin
$517M
4
ICMARC
International City Management Association Retirement Corp
District of Columbia
$49.1M
5
PCP
Proficio Capital Partners
Massachusetts
$15.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$4.01B
2
Wells Fargo
Wells Fargo
California
$2.67B
3
HNB
Huntington National Bank
Ohio
$40.6M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$560M
5
Morgan Stanley
Morgan Stanley
New York
$473M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWC
876
Abundance Wealth Counselors
Pennsylvania
$252K -$12.8K -183 -5%
ICM
877
IMS Capital Management
Oregon
$252K – – –
MCCP
878
Mission Creek Capital Partners
California
$252K – – –
CW
879
Connectus Wealth
Ohio
$252K +$210 +3 +0.1%
OBWP
880
O'Brien Wealth Partners
Massachusetts
$250K -$101K -1,443 -29%
ATC
881
Adirondack Trust Company
New York
$249K – – –
JIC
882
Joel Isaacson & Co
New York
$245K +$769 +11 +0.3%
CAL
883
Capital Analysts LLC
Pennsylvania
$244K +$3.15K +45 +1%
FDDB
884
Fidelity D&D Bancorp
Pennsylvania
$243K +$243K +2,889 New
RA
885
RFG Advisory
Alabama
$243K -$420 -6 -0.2%
BL
886
Balentine LLC
Georgia
$242K – – –
HCM
887
Howland Capital Management
Massachusetts
$241K -$21K -300 -8%
GIA
888
Guyasuta Investment Advisors
Pennsylvania
$241K – – –
BCAM
889
Boston Common Asset Management
Massachusetts
$241K +$241K +3,444 New
CAM
890
CPA Asset Management
Florida
$240K -$30.3K -433 -11%
FAM
891
Flaharty Asset Management
Florida
$239K – – –
Neuberger Berman Group
892
Neuberger Berman Group
New York
$239K -$9.51K -136 -4%
OWA
893
Octavia Wealth Advisors
Ohio
$238K – – –
VRM
894
Vectors Research Management
New York
$238K – – –
HC
895
HNP Capital
New York
$238K – – –
TIM
896
Tortoise Investment Management
New York
$238K – – –
WWM
897
Windsor Wealth Management
Indiana
$237K +$237K +3,429 New
VC
898
Vicus Capital
Pennsylvania
$237K -$18K -258 -7%
HNW
899
High Note Wealth
Minnesota
$236K – – –
ORC
900
O'Rourke & Company
Massachusetts
$235K – – –
34 35
36
37 38