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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 %
WC
976
Westwind Capital
New Mexico
$146K 2,083 +433 +26%
EWA
977
EverSource Wealth Advisors
Alabama
$144K 2,060 -102 -5%
LWANC
978
Laurel Wealth Advisors (North Carolina)
North Carolina
$141K 2,016 – –
MCI
979
MRP Capital Investments
Georgia
$140K 1,996 – –
ST
980
Sageworth Trust
Pennsylvania
$134K 1,912 -1,376 -42%
First Manhattan
981
First Manhattan
New York
$133K 1,901 -1 -0.1%
NHT
982
New Hampshire Trust
New Hampshire
$133K 1,900 – –
DWMG
983
DB Wealth Management Group
California
$132K 1,895 – –
CAL
984
Capital Advisors Ltd
Ohio
$131K 1,878 – –
FDCDDQ
985
Federation des caisses Desjardins du Quebec
Quebec, Canada
$131K 1,873 -112 -6%
BA
986
Ballast Advisors
Minnesota
$130K 1,863 +405 +28%
FIM
987
FWL Investment Management
Texas
$130K 1,860 -340 -15%
VCM
988
Vigilant Capital Management
Maine
$129K 1,845 – –
CB
989
Community Bank
New York
$124K 1,774 – –
HPIA
990
Hamilton Point Investment Advisors
North Carolina
$117K 1,672 +1,672 New
AIC
991
Archer Investment Corporation
Indiana
$113K 1,609 – –
Qube Research & Technologies (QRT)
992
Qube Research & Technologies (QRT)
United Kingdom
$112K 1,596 -1,438 -47%
MAWCM
993
Mine & Arao Wealth Creation & Management
California
$109K 1,565 – –
CFO
994
CVA Family Office
Colorado
$107K 1,532 +2 +0.1%
EWM
995
Endurance Wealth Management
Rhode Island
$106K 1,521 – –
FFL
996
Financial Freedom LLC
Ohio
$106K 1,513 +3 +0.2%
LWCFA
997
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$106K 1,510 +153 +11%
HR
998
Howe & Rusling
New York
$105K 1,497 +1,497 New
NF
999
Norwood Financial
Pennsylvania
$98.2K 1,405 -80 -5%
EWP
1000
Elevation Wealth Partners
California
$98.2K 1,404 +1,404 New
38 39
40
41 42