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iShares Russell Mid-Cap ETF
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Overview Fund Activity

1,141 hedge funds and large institutions have $22.9B invested in iShares Russell Mid-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 340 increasing their positions, 411 reducing their positions, and 45 closing their positions.

Holders
1,141
Holders Change
+23
Holders Change %
+2.06%
% of All Funds
18%
Holding in Top 10
64
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.59%
% of All Funds
1.01%
New
80
Increased
340
Reduced
411
Closed
45
Calls
$16.1M
Puts
$1.68M
Net Calls
+$14.4M
Net Calls Change
+$4.63M

Top Buyers

1
US Bancorp
1
US Bancorp
Minnesota
$1.45B
2
Morgan Stanley
2
Morgan Stanley
New York
$551M
3
DWM
3
Dakota Wealth Management
Florida
$30.3M
4
MMA
4
Miracle Mile Advisors
California
$59M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$1.4B

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$2.62B
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$437M
3
FMI
3
Factory Mutual Insurance
Massachusetts
$84.8M
4
Ameriprise
4
Ameriprise
Minnesota
$245M
5
HNB
5
Huntington National Bank
Ohio
$40.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
DIP
76
DT Investment Partners
Pennsylvania
$28M +$678K +8,972 +2%
PCIG
77
Partners Capital Investment Group
Massachusetts
$27.8M – – –
SIA
78
Stegner Investment Associates
Kentucky
$26.1M +$133K +1,827 +0.5%
Brown Advisory
79
Brown Advisory
Maryland
$25.1M +$16.4M +224,527 +189%
Thrivent Financial for Lutherans
80
Thrivent Financial for Lutherans
Minnesota
$23.9M -$5.67M -78,140 -19%
CCM
81
Coldstream Capital Management
Washington
$23.4M -$1.3M -17,826 -5%
EB
82
Eastern Bank
Massachusetts
$23.3M -$94.4K -1,293 -0.4%
BlackRock
83
BlackRock
New York
$23.3M -$6.36M -87,033 -21%
Corient Private Wealth
84
Corient Private Wealth
Florida
$22.9M +$427K +5,842 +2%
DADC
85
D.A. Davidson & Co
Montana
$22.8M +$1.15M +15,772 +5%
ANB
86
Amarillo National Bank
Texas
$22.7M +$956K +13,095 +4%
MCM
87
MAI Capital Management
Ohio
$22.4M -$82.6K -1,131 -0.4%
FFA
88
First Foundation Advisors
California
$22.3M +$580K +7,948 +3%
CT
89
Coastline Trust
Rhode Island
$22M +$591K +8,088 +3%
RWA
90
River Wealth Advisors
Pennsylvania
$21.8M +$606K +8,304 +3%
KAS
91
Kestra Advisory Services
Texas
$21.6M -$877K -12,003 -4%
CAPTRUST Financial Advisors
92
CAPTRUST Financial Advisors
North Carolina
$21.5M -$146K -1,995 -0.7%
CIG
93
Consolidated Investment Group
Colorado
$21M – – –
XF
94
XML Financial
Maryland
$20.9M -$145K -1,983 -0.7%
SIC
95
Sigma Investment Counselors
Michigan
$20.7M +$233K +3,190 +1%
SWP
96
Stratos Wealth Partners
Ohio
$20.2M +$1.44M +19,682 +8%
CVA
97
Ceredex Value Advisors
Florida
$20.2M +$20.2M +276,500 New
AF
98
Alerus Financial
North Dakota
$20M +$500K +6,844 +3%
SEM
99
Strategic Equity Management
Arizona
$19.3M -$4.72M -64,567 -20%
HFS
100
Hantz Financial Services
Michigan
$19.2M -$383K -5,247 -2%
2 3
4
5 6