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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.

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
1
Wells Fargo
California
$2.64B
2
FMI
2
Factory Mutual Insurance
Massachusetts
$162M
3
Cerity Partners
3
Cerity Partners
New York
$38.4M
4
CIBC Private Wealth Group
4
CIBC Private Wealth Group
Georgia
$126M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$571M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$39.8M
2
Citigroup
2
Citigroup
New York
$24.8M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$1.07B
4
Ameriprise
4
Ameriprise
Minnesota
$282M
5
PCP
5
Proficio Capital Partners
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SIMM
76
Stillwater Investment Management (Minnesota)
Minnesota
$25.4M 376,513 +11,250 +3%
Citigroup
77
Citigroup
New York
$24.8M 367,747 -534,864 -59%
SIA
78
Stegner Investment Associates
Kentucky
$24.7M 366,710 -8,154 -2%
CCM
79
Coldstream Capital Management
Washington
$23.7M 351,984 +351,984 New
FFA
80
First Foundation Advisors
California
$23.5M 348,938 +105,821 +44%
DIP
81
DT Investment Partners
Pennsylvania
$23.5M 348,887 +43,795 +14%
KAS
82
Kestra Advisory Services
Texas
$22.6M 335,737 -12,260 -4%
Rockefeller Capital Management
83
Rockefeller Capital Management
New York
$22.6M 335,014 +45,615 +16%
MCM
84
MAI Capital Management
Ohio
$21.4M 317,452 +6,556 +2%
ANB
85
Amarillo National Bank
Texas
$21.1M 312,994 -2,979 -0.9%
EB
86
Eastern Bank
Massachusetts
$20.7M 306,911 -23,334 -7%
Kayne Anderson Rudnick Investment Management
87
Kayne Anderson Rudnick Investment Management
California
$20M 296,321 -32,275 -10%
XF
88
XML Financial
Maryland
$19.9M 294,585 +2,439 +0.8%
Comerica Bank
89
Comerica Bank
Texas
$19.8M 277,630 +21,837 +9%
DADC
90
D.A. Davidson & Co
Montana
$19.8M 293,047 +8,913 +3%
CAPTRUST Financial Advisors
91
CAPTRUST Financial Advisors
North Carolina
$19.7M 292,388 -8,579 -3%
SIC
92
Sigma Investment Counselors
Michigan
$19.4M 288,183 -855 -0.3%
CIG
93
Consolidated Investment Group
Colorado
$19.4M 287,160 – –
SEM
94
Strategic Equity Management
Arizona
$19.3M 286,176 +14,628 +5%
GP
95
Girard Partners
Pennsylvania
$18.9M 279,786 -12,165 -4%
NA
96
NewEdge Advisors
Louisiana
$18.8M 285,773 +76,854 +37%
Stifel Financial
97
Stifel Financial
Missouri
$18.6M 275,528 +34,857 +14%
RWA
98
River Wealth Advisors
Pennsylvania
$18.5M 274,725 +24,718 +10%
SG
99
StoneX Group
New York
$18.5M 274,599 +181,837 +196%
AF
100
Alerus Financial
North Dakota
$18.5M 274,162 -16,113 -6%
2 3
4
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