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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 %
CCM
876
Colorado Capital Management
Colorado
$339K – – –
OL
877
Optas LLC
Texas
$338K – – –
MAM
878
MWA Asset Management
Massachusetts
$337K +$14K +180 +4%
FAG
879
Fortitude Advisory Group
Washington
$335K +$335K +4,310 New
TCOV
880
Trust Company of Vermont
Vermont
$329K -$2.02K -26 -0.6%
BFG
881
Bouchey Financial Group
New York
$329K – – –
TI
882
Truepoint Inc
Ohio
$328K +$20.7K +266 +7%
FPFS
883
First Personal Financial Services
North Carolina
$327K – – –
PCA
884
Peddock Capital Advisors
Massachusetts
$327K +$5.67K +73 +2%
Wellington Management Group
885
Wellington Management Group
Massachusetts
$326K – – –
ST
886
Sentinel Trust
Texas
$324K – – –
AIA
887
Arbor Investment Advisors
North Carolina
$323K – – –
HWM
888
Hohimer Wealth Management
Washington
$323K – – –
PPC
889
Park Place Capital
Alabama
$322K +$76.1K +979 +31%
PFGIA
890
Patriot Financial Group Insurance Agency
Massachusetts
$321K -$1.06M -13,613 -77%
FPAS
891
Focus Partners Advisor Solutions
Missouri
$320K -$46.5K -598 -13%
AWAG
892
ARS Wealth Advisors Group
Florida
$320K -$19.5K -251 -6%
MMPW
893
Mitchell McLeod Pugh & Williams
Alabama
$319K – – –
QCM
894
QRG Capital Management
Illinois
$317K -$2.33K -30 -0.7%
BAAM
895
Baker Avenue Asset Management
California
$317K +$2.64K +34 +0.8%
BB
896
Bell Bank
North Dakota
$317K -$41K -528 -11%
LFS
897
Lutz Financial Services
Nebraska
$316K -$3.58K -46 -1%
EFG
898
Everhart Financial Group
Ohio
$316K +$316K +4,063 New
HCA
899
Heck Capital Advisors
Wisconsin
$315K – – –
BFO
900
Biltmore Family Office
North Carolina
$311K – – –
34 35
36
37 38