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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.

New
Increased
Maintained
Reduced
Closed
Holders
1,141
Holders Change
+23
Holders Change %
+2.06%
% of All Funds
17.99%
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
US Bancorp
Minnesota
$1.45B
2
Morgan Stanley
Morgan Stanley
New York
$551M
3
DWM
Dakota Wealth Management
Florida
$30.3M
4
MMA
Miracle Mile Advisors
California
$59M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$1.4B

Top Sellers

1
Wells Fargo
Wells Fargo
California
$2.62B
2
Baird Financial Group
Baird Financial Group
Wisconsin
$437M
3
FMI
Factory Mutual Insurance
Massachusetts
$84.8M
4
Ameriprise
Ameriprise
Minnesota
$245M
5
HNB
Huntington National Bank
Ohio
$40.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AMM
976
American Money Management
California
$204K +$204K +2,800 New
SC
977
Scotia Capital
Ontario, Canada
$204K +$204K +2,800 New
VNB
978
Virginia National Bank
Virginia
$204K -$14.2K -194 -7%
EWP
979
Engrave Wealth Partners
Texas
$203K -$14K -192 -6%
MIM
980
MTM Investment Management
South Carolina
$203K – – –
BC
981
Burney Company
Virginia
$203K +$203K +2,773 New
VIA
982
Vickerman Investment Advisors
Washington
$200K -$13.4K -184 -6%
HWM
983
HighMark Wealth Management
Minnesota
$199K – – –
HCM
984
Hillman Capital Management
Maryland
$195K -$2.85K -39 -1%
MM
985
Main Management
California
$194K +$179K +2,450 +1,225%
GI
986
Gradient Investments
Minnesota
$193K +$192K +2,630 +43,833%
PCMC
987
Private Capital Management (Colorado)
Colorado
$192K -$51.4K -704 -21%
FRA
988
Front Row Advisors
California
$190K – – –
AWM
989
Avior Wealth Management
Nebraska
$186K – – –
HBT
990
Hills Bank & Trust
Iowa
$183K – – –
NBT
991
Northwest Bank & Trust
Iowa
$169K +$169K +2,320 New
BG
992
Bollard Group
Massachusetts
$169K +$292 +4 +0.2%
USB
993
Union Savings Bank
Connecticut
$168K +$168K +2,220 New
AT
994
Avalon Trust
New Mexico
$168K -$29.2K -400 -15%
AC
995
Asio Capital
Kentucky
$168K – – –
CSWM
996
Cassady Schiller Wealth Management
Ohio
$168K – – –
BCP
997
Blue Chip Partners
Michigan
$166K -$11.7K -160 -7%
GJIA
998
Glass Jacobson Investment Advisors
Maryland
$165K +$165K +2,263 New
CWC
999
Carolinas Wealth Consulting
North Carolina
$154K +$365 +5 +0.2%
CAL
1000
Capital Advisors Ltd
Ohio
$153K +$15.7K +215 +11%
38 39
40
41 42