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iShares Russell Mid-Cap ETF
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Overview Fund Activity

1,057 hedge funds and large institutions have $19.7B invested in iShares Russell Mid-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 330 increasing their positions, 362 reducing their positions, and 65 closing their positions.

Holders
1,057
Holders Change
-18
Holders Change %
-1.67%
% of All Funds
18.28%
Holding in Top 10
62
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.64%
% of All Funds
1.07%
New
59
Increased
330
Reduced
362
Closed
65
Calls
$9.25M
Puts
$2.11M
Net Calls
+$7.13M
Net Calls Change
+$1.31M

Top Buyers

1
FMI
1
Factory Mutual Insurance
Massachusetts
$107M
2
Bank of America
2
Bank of America
North Carolina
$3.72B
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$1.14B
4
US Bancorp
4
US Bancorp
Minnesota
$1.18B
5
CCA
5
Catalyst Capital Advisors
New York
$89.1M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$2.35B
2
HNB
2
Huntington National Bank
Ohio
$36.6M
3
BlackRock
3
BlackRock
New York
$23.6M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$1B
5
AF
5
Alerus Financial
North Dakota
$18M
Name Market Value Shares Shares
Change 		Shares
Change %
LWANC
926
Laurel Wealth Advisors (North Carolina)
North Carolina
$125K 2,016 – –
ONST
927
Old North State Trust
North Carolina
$123K 1,983 +1,983 New
AIP
928
Almanack Investment Partners
Pennsylvania
$120K 1,914 +1,914 New
TSWM
929
Tyler-Stone Wealth Management
Ohio
$117K 1,881 -280 -13%
MW
930
Milestone Wealth
New York
$116K 1,872 – –
CDIA
931
Capital Directions Investment Advisors
Georgia
– – -1,822 Closed
CB
932
Community Bank
New York
$110K 1,774 – –
EIP
933
Ellis Investment Partners
Pennsylvania
$106K 1,705 – –
TFS
934
TrustCore Financial Services
Tennessee
$104K 1,668 -16 -1%
CAL
935
Capital Advisors Ltd
Ohio
$104K 1,680 – –
M
936
MOTCO
Texas
$103K 1,654 -1,438 -47%
AIC
937
Archer Investment Corporation
Indiana
$100K 1,609 – –
IAMOG
938
Investors Asset Management of Georgia
Georgia
$99K 1,600 – –
SC
939
Stephens Consulting
Michigan
$98.9K 1,592 +936 +143%
MAWCM
940
Mine & Arao Wealth Creation & Management
California
$97K 1,564 – –
BCMLT
941
Beacon Capital Management LLC (Tennessee)
Tennessee
$96K 1,484 – –
DWMG
942
DB Wealth Management Group
California
$95K 1,536 – –
CFO
943
CVA Family Office
Colorado
$95K 1,525 +125 +9%
NF
944
Norwood Financial
Pennsylvania
$92K 1,485 +182 +14%
EWM
945
Endurance Wealth Management
Rhode Island
$89K 1,440 – –
WC
946
Westwind Capital
New Mexico
$89K 1,439 – –
BA
947
Ballast Advisors
Minnesota
$87K 1,398 -565 -29%
MFC
948
Morris Financial Concepts
South Carolina
$85K 1,364 – –
AC
949
Asio Capital
Kentucky
$81K 1,300 – –
GEA
950
Glen Eagle Advisors
New Jersey
$80.3K 1,292 +275 +27%
36 37
38
39 40