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iShares Russell Mid-Cap ETF
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Overview Fund Activity

1,137 hedge funds and large institutions have $21.9B invested in iShares Russell Mid-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 389 increasing their positions, 352 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,137
Holders Change
+80
Holders Change %
+7.57%
% of All Funds
18.34%
Holding in Top 10
65
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.84%
% of All Funds
1.05%
New
148
Increased
389
Reduced
352
Closed
48
Calls
$5.05M
Puts
$3.04M
Net Calls
+$2M
Net Calls Change
-$5.13M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$89.3M
2
FMI
Factory Mutual Insurance
Massachusetts
+$45.6M
3
Cerity Partners
Cerity Partners
New York
+$30.7M
4
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$29M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$28M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$36.6M
2
Citigroup
Citigroup
New York
-$36.1M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$19.2M
4
Ameriprise
Ameriprise
Minnesota
-$14.5M
5
PCP
Proficio Capital Partners
Massachusetts
-$13.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
UL
926
Unionview LLC
Washington
$223K +$223K +3,302 New
EBT
927
Enterprise Bank & Trust
Massachusetts
$222K – – –
ST
928
Sageworth Trust
Pennsylvania
$222K +$222K +3,288 New
AIA
929
Arbor Investment Advisors
North Carolina
$221K -$49.8K -738 -18%
TA
930
TFG Advisers
Michigan
$220K +$877 +13 +0.4%
LI
931
LVZ Inc
Michigan
$219K – – –
KWM
932
Kolinsky Wealth Management
New Jersey
$218K +$218K +3,238 New
HP
933
Hilltop Partners
Indiana
$218K +$218K +3,229 New
BW
934
Bison Wealth
Georgia
$217K -$296K -4,131 -58%
MCM
935
Morton Capital Management
California
$217K – – –
EFG
936
Everhart Financial Group
Ohio
$216K -$1.35K -20 -0.6%
FTC
937
Farmers Trust Company
Ohio
$216K +$216K +3,196 New
BAG
938
Briggs Advisory Group
Rhode Island
$214K +$214K +3,177 New
HPC
939
HM Payson & Co
Maine
$213K +$8.77K +130 +4%
FAM
940
Formidable Asset Management
Ohio
$213K – – –
CA
941
Claro Advisors
Massachusetts
$212K -$288K -4,274 -58%
EA
942
Emerald Advisors
Washington
$210K +$210K +3,117 New
TAM
943
Townsend Asset Management
North Carolina
$210K +$1.01K +15 +0.5%
VIA
944
Vickerman Investment Advisors
Washington
$209K -$60.2K -892 -22%
PSF
945
Pacific Sun Financial
California
$209K +$209K +3,100 New
DIP
946
Davis Investment Partners
North Carolina
$209K +$209K +2,868 New
EWP
947
Engrave Wealth Partners
Texas
$209K +$209K +2,972 New
BCM
948
Bayesian Capital Management
New York
$209K +$209K +3,092 New
RB
949
Renasant Bank
Mississippi
$209K +$209K +3,092 New
TA
950
Tiedemann Advisors
New York
$208K +$208K +3,086 New
36 37
38
39 40