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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 %
PAM
901
Peak Asset Management
Colorado
$309K -$101K -1,295 -25%
CBOR
902
Community Bank of Raymore
Missouri
$305K – – –
APW
903
Aurora Private Wealth
New Jersey
$305K +$1.56K +20 +0.5%
CAM
904
CPA Asset Management
Florida
$303K – – –
MFA
905
McClarren Financial Advisors
Pennsylvania
$302K -$65.3K -841 -18%
KFP
906
KMG Fiduciary Partners
Ohio
$302K +$389 +5 +0.1%
FG
907
Fairman Group
Pennsylvania
$301K +$301K +3,868 New
BWA
908
Bordeaux Wealth Advisors
California
$301K +$301K +3,866 New
FDDB
909
Fidelity D&D Bancorp
Pennsylvania
$300K -$47.3K -608 -14%
NC
910
NBW Capital
Massachusetts
$298K +$298K +3,835 New
LWA
911
LWS Wealth Advisors
New Jersey
$298K -$6.45K -83 -2%
UL
912
Unionview LLC
Washington
$298K +$2.41K +31 +0.8%
PPW
913
PACK Private Wealth
Minnesota
$297K – – –
FA
914
Financial Alternatives
California
$296K – – –
VFG
915
V2 Financial group
Illinois
$295K – – –
EWM
916
Evermay Wealth Management
Virginia
$294K – – –
WCM
917
Winthrop Capital Management
Indiana
$294K +$294K +3,776 New
MFG
918
Merit Financial Group
Georgia
$293K +$45.5K +585 +18%
SWA
919
Sax Wealth Advisors
New Jersey
$293K – – –
TDWM
920
Topel & Distasi Wealth Management
California
$292K – – –
OBWP
921
O'Brien Wealth Partners
Massachusetts
$292K +$13.7K +176 +5%
GSIS
922
Global Strategic Investment Solutions
Arizona
$289K -$39.5K -508 -12%
KWM
923
Kolinsky Wealth Management
New Jersey
$289K +$8.63K +111 +3%
ICM
924
IMS Capital Management
Oregon
$288K +$7.77K +100 +3%
FWI
925
Facet Wealth Inc
Maryland
$287K +$20.5K +265 +8%
35 36
37
38 39