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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.

Holders
1,118
Holders Change
-19
Holders Change %
-1.67%
% of All Funds
17.9%
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
1
Jones Financial Companies
Missouri
$1.32B
2
PCIG
2
Partners Capital Investment Group
Massachusetts
$26.6M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$517M
4
ICMARC
4
International City Management Association Retirement Corp
District of Columbia
$49.1M
5
PCP
5
Proficio Capital Partners
Massachusetts
$15.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$4.01B
2
Wells Fargo
2
Wells Fargo
California
$2.67B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$560M
4
Morgan Stanley
4
Morgan Stanley
New York
$473M
5
FMI
5
Factory Mutual Insurance
Massachusetts
$147M
Name Market Value Shares Shares
Change 		Shares
Change %
Citigroup
76
Citigroup
New York
$25.8M 369,158 +1,411 +0.4%
DIP
77
DT Investment Partners
Pennsylvania
$25.1M 360,817 +11,930 +3%
SIA
78
Stegner Investment Associates
Kentucky
$24.8M 355,522 -11,188 -3%
CCM
79
Coldstream Capital Management
Washington
$23.7M 338,275 -13,709 -4%
Rockefeller Capital Management
80
Rockefeller Capital Management
New York
$23.5M 335,610 +596 +0.2%
SEM
81
Strategic Equity Management
Arizona
$23M 328,425 +42,249 +15%
EB
82
Eastern Bank
Massachusetts
$22.4M 320,383 +13,472 +4%
KAS
83
Kestra Advisory Services
Texas
$21.6M 308,287 -27,450 -8%
MCM
84
MAI Capital Management
Ohio
$21.5M 307,435 -10,017 -3%
Corient Private Wealth
85
Corient Private Wealth
Florida
$21.5M 307,183 +44,098 +17%
ANB
86
Amarillo National Bank
Texas
$20.9M 298,386 -14,608 -5%
FFA
87
First Foundation Advisors
California
$20.8M 297,416 -51,522 -15%
DADC
88
D.A. Davidson & Co
Montana
$20.7M 296,220 +3,173 +1%
CAPTRUST Financial Advisors
89
CAPTRUST Financial Advisors
North Carolina
$20.7M 295,866 +3,478 +1%
CT
90
Coastline Trust
Rhode Island
$20.5M 293,670 +32,645 +13%
RWA
91
River Wealth Advisors
Pennsylvania
$20.3M 290,622 +15,897 +6%
XF
92
XML Financial
Maryland
$20.2M 289,018 -5,567 -2%
CIG
93
Consolidated Investment Group
Colorado
$20.1M 287,160 – –
SIC
94
Sigma Investment Counselors
Michigan
$19.6M 280,396 -7,787 -3%
NA
95
NewEdge Advisors
Louisiana
$19.2M 278,479 -7,294 -3%
HFS
96
Hantz Financial Services
Michigan
$18.8M 268,184 +1,140 +0.4%
AF
97
Alerus Financial
North Dakota
$18.7M 266,850 -7,312 -3%
Bank of Nova Scotia
98
Bank of Nova Scotia
Ontario, Canada
$18.4M 263,172 – –
SWP
99
Stratos Wealth Partners
Ohio
$18M 256,951 +16,062 +7%
BGDI
100
BW Gestao de Investimentos
Brazil
$17.1M 244,475 -6,745 -3%
2 3
4
5 6