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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 %
ATC
926
Adirondack Trust Company
New York
$287K +$162 +2 +0.1%
MFG
927
Magnus Financial Group
New York
$287K +$287K +3,688 New
First Manhattan
928
First Manhattan
New York
$287K – – –
UCB
929
United Community Bank
South Carolina
$286K – – –
FEG
930
Fund Evaluation Group
Ohio
$286K – – –
PIM
931
Penobscot Investment Management
Massachusetts
$286K +$286K +3,678 New
LWMNY
932
Landmark Wealth Management (New York)
New York
$285K -$6.92K -89 -2%
MFG
933
Monte Financial Group
Connecticut
$284K -$26.5K -341 -9%
DA
934
Dover Advisors
Virginia
$282K -$200K -2,575 -42%
FHA
935
Flagship Harbor Advisors
Massachusetts
$281K -$19.7K -253 -7%
CAL
936
Capital Analysts LLC
Pennsylvania
$280K -$3.18K -41 -1%
AWC
937
Abundance Wealth Counselors
Pennsylvania
$280K – – –
Betterment LLC
938
Betterment LLC
New York
$280K +$21.7K +279 +8%
MCCP
939
Mission Creek Capital Partners
California
$280K – – –
GWMR
940
GC Wealth Management RIA
Massachusetts
$280K +$280K +3,600 New
MOS
941
MGO One Seven
Ohio
$280K +$31.9K +411 +13%
AEPWM
942
Atlantic Edge Private Wealth Management
Florida
$279K +$279K +3,586 New
EW
943
Enzi Wealth
Texas
$279K -$157K -2,027 -36%
CFS
944
CRA Financial Services
New Jersey
$278K -$4.66K -60 -2%
HS
945
Horan Securities
United States
$277K -$311K -4,002 -53%
DSN
946
D. Scott Neal
Kentucky
$277K – – –
VFG
947
Victory Financial Group
Texas
$275K +$275K +3,544 New
PIFP
948
Partners in Financial Planning
Virginia
$275K -$8.55K -110 -3%
SGI
949
Summit Global Investments
Utah
$275K +$275K +3,535 New
WW
950
Waterfront Wealth
Kansas
$275K +$14.4K +185 +6%
36 37
38
39 40