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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 %
PCM
926
Poehling Capital Management
Wisconsin
$215K – – –
CIC
927
Carnegie Investment Counsel
Ohio
$215K – – –
FFA
928
Fragasso Financial Advisors
Pennsylvania
$214K +$214K +3,068 New
MCM
929
Manchester Capital Management
Vermont
$214K -$2.02M -28,927 -90%
JWM
930
JGP Wealth Management
Oregon
$213K – – –
WJA
931
Willis Johnson & Associates
Texas
$213K +$213K +3,043 New
TH
932
TCTC Holdings
Texas
$212K +$16.3K +233 +8%
FBA
933
Front Barnett Associates
Illinois
$212K – – –
1IA
934
1834 Investment Advisors
Wisconsin
$212K – – –
WCG
935
Weaver Consulting Group
California
$211K – – –
TA
936
TruWealth Advisors
Louisiana
$211K – – –
WDL
937
Well Done LLC
Michigan
$210K +$70 +1 +0%
EA
938
Eclectic Associates
California
$210K – – –
DFA
939
DHJJ Financial Advisors
Illinois
$210K – – –
FIC
940
Family Investment Center
Missouri
$209K – – –
GIA
941
GHP Investment Advisors
Colorado
$209K +$769 +11 +0.4%
HPC
942
HM Payson & Co
Maine
$209K -$12.2K -174 -6%
VNB
943
Virginia National Bank
Virginia
$208K – – –
MA
944
MAS Advisors
Florida
$208K -$233K -3,334 -53%
GWM
945
GSB Wealth Management
Connecticut
$208K – – –
ACM
946
Alamar Capital Management
California
$207K -$458K -6,557 -69%
RHP
947
Royal Harbor Partners
Texas
$206K +$206K +2,948 New
FBT
948
First Bank & Trust
South Dakota
$206K +$206K +2,943 New
VIA
949
Vickerman Investment Advisors
Washington
$205K -$12K -172 -6%
TNBTD
950
Trustmark National Bank Trust Department
Mississippi
$204K +$204K +2,920 New
36 37
38
39 40