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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.

Holders
1,243
Holders Change
+105
Holders Change %
+9.23%
% of All Funds
18.23%
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
1
Morgan Stanley
New York
$1.12B
2
Bank of America
2
Bank of America
North Carolina
$4.63B
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$606M
4
Ameriprise
4
Ameriprise
Minnesota
$367M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$1.59B

Top Sellers

1
Natixis Advisors
1
Natixis Advisors
Massachusetts
$38.4M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$79.2M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$1.11B
4
Wells Fargo
4
Wells Fargo
California
$2.69B
5
CA
5
Cetera Advisors
Colorado
$44.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
76
Cambridge Investment Research Advisors
Iowa
$36.1M +$1.32M +16,943 +4%
SPIA
77
Steward Partners Investment Advisory
New York
$35.3M +$800K +10,295 +2%
MFIM
78
Mesirow Financial Investment Management
Illinois
$33M +$33M +428,168 New
Corient Private Wealth
79
Corient Private Wealth
Florida
$32.6M -$19.1M -245,315 -37%
DWM
80
Dakota Wealth Management
Florida
$32.6M -$73.4K -944 -0.2%
AF
81
Alerus Financial
North Dakota
$32.6M +$2.63M +33,886 +9%
SI
82
Stephens Inc
Arkansas
$32M +$1.07M +13,723 +3%
CAPTRUST Financial Advisors
83
CAPTRUST Financial Advisors
North Carolina
$31.7M +$1.46M +18,820 +5%
FFA
84
First Foundation Advisors
California
$31M +$3.95M +50,823 +15%
Thrivent Financial for Lutherans
85
Thrivent Financial for Lutherans
Minnesota
$27.5M -$11.1M -142,175 -29%
SIA
86
Stegner Investment Associates
Kentucky
$27.2M -$674K -8,665 -2%
EB
87
Eastern Bank
Massachusetts
$25.6M +$682K +8,770 +3%
KAS
88
Kestra Advisory Services
Texas
$25.5M +$1.04M +13,415 +4%
RWA
89
River Wealth Advisors
Pennsylvania
$25.3M +$1.33M +17,073 +6%
MML Investors Services
90
MML Investors Services
Massachusetts
$25.3M -$7.38M -94,912 -23%
DADC
91
D.A. Davidson & Co
Montana
$25.2M +$205K +2,633 +0.8%
SWP
92
Stratos Wealth Partners
Ohio
$25.1M +$2.36M +30,308 +10%
CCM
93
Coldstream Capital Management
Washington
$24.5M -$633K -8,142 -3%
MCM
94
MAI Capital Management
Ohio
$24.2M +$642K +8,256 +3%
HTC
95
Haverford Trust Company
Pennsylvania
$24M +$21.7M +279,340 +934%
CT
96
Coastline Trust
Rhode Island
$23.3M -$1.57M -20,195 -6%
Brown Advisory
97
Brown Advisory
Maryland
$22.8M -$3.87M -49,737 -15%
CIG
98
Consolidated Investment Group
Colorado
$22.3M – – –
XF
99
XML Financial
Maryland
$21.7M -$103K -1,324 -0.5%
SIC
100
Sigma Investment Counselors
Michigan
$21.5M -$732K -9,418 -3%
2 3
4
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