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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 %
CP
901
Covenant Partners
Tennessee
$233K -$6.22K -89 -3%
LIA
902
LBMC Investment Advisors
Tennessee
$233K – – –
KWM
903
Kolinsky Wealth Management
New Jersey
$233K +$6.71K +96 +3%
PCMC
904
Private Capital Management (Colorado)
Colorado
$233K – – –
VBWMG
905
Von Berge Wealth Management Group
California
$231K – – –
UIA
906
Ulland Investment Advisors
Minnesota
$231K – – –
EBT
907
Enterprise Bank & Trust
Massachusetts
$230K – – –
Citadel Advisors
908
Citadel Advisors
Florida
$229K -$152K -2,171 -40%
TA
909
TFG Advisers
Michigan
$229K +$769 +11 +0.3%
LI
910
LVZ Inc
Michigan
$227K – – –
ACI
911
Alpha Cubed Investments
California
$227K +$227K +3,241 New
OHWP
912
Oak Harbor Wealth Partners
North Carolina
$227K -$38.6K -552 -15%
WW
913
Waterfront Wealth
Kansas
$225K – – –
MCM
914
Morton Capital Management
California
$225K – – –
GGS
915
Galvin Gaustad & Stein
Arizona
$225K -$10.6K -152 -5%
EFG
916
Everhart Financial Group
Ohio
$224K – – –
FTC
917
Farmers Trust Company
Ohio
$223K – – –
HP
918
Hilltop Partners
Indiana
$221K -$4.54K -65 -2%
FAM
919
Formidable Asset Management
Ohio
$221K – – –
TAM
920
Townsend Asset Management
North Carolina
$218K +$420 +6 +0.2%
MFG
921
Monte Financial Group
Connecticut
$218K +$218K +3,120 New
EA
922
Emerald Advisors
Washington
$218K – – –
CIAS
923
CBIZ Investment Advisory Services
Ohio
$216K +$216K +3,094 New
TA
924
Tiedemann Advisors
New York
$216K – – –
HCP
925
Holt Capital Partners
Texas
$216K – – –
35 36
37
38 39