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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 %
HB
951
HTLF Bank
Colorado
$274K +$274K +3,525 New
VFPW
952
Vantage Financial Partners (Wisconsin)
Wisconsin
$274K +$274K +3,524 New
OFS
953
Orrstown Financial Services
Pennsylvania
$273K +$273K +3,510 New
MGWM
954
Marks Group Wealth Management
Minnesota
$273K +$273K +3,509 New
IAIM
955
International Assets Investment Management
Florida
$273K +$273K +3,507 New
AA
956
Advisory Alpha
Michigan
$272K -$787K -10,120 -74%
BCAM
957
Boston Common Asset Management
Massachusetts
$268K – – –
TRIA
958
Trail Ridge Investment Advisors
Colorado
$267K – – –
PMG
959
ProVise Management Group
Florida
$267K +$27.3K +351 +11%
BGAI
960
Bruce G. Allen Investments
Colorado
$267K +$267K +3,430 New
JWM
961
JGP Wealth Management
Oregon
$266K +$29.2K +376 +12%
APW
962
Acima Private Wealth
Virginia
$265K – – –
JIC
963
Joel Isaacson & Co
New York
$265K +$2.02K +26 +0.8%
TIM
964
Tortoise Investment Management
New York
$264K – – –
RTC
965
Riverview Trust Company
Washington
$264K – – –
DA
966
Detalus Advisors
Missouri
$263K +$2.88K +37 +1%
W
967
WealthCollab
Washington
$262K +$262K +3,366 New
LIA
968
LBMC Investment Advisors
Tennessee
$260K +$78 +1 +0%
UIA
969
Ulland Investment Advisors
Minnesota
$257K – – –
TC
970
TownSquare Capital
Utah
$257K +$257K +3,302 New
GIA
971
Guyasuta Investment Advisors
Pennsylvania
$257K – – –
ORC
972
O'Rourke & Company
Massachusetts
$256K -$2.87K -37 -1%
TA
973
TFG Advisers
Michigan
$255K +$1.79K +23 +0.7%
MSA
974
Marino Stram & Associates
Massachusetts
$255K +$255K +3,282 New
MIC
975
Meridian Investment Counsel
California
$255K – – –
37 38
39
40 41