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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.

New
Increased
Maintained
Reduced
Closed
Holders
1,243
Holders Change
+105
Holders Change %
+9.23%
% of All Funds
18.22%
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
Morgan Stanley
New York
+$571M
2
Bank of America
Bank of America
North Carolina
+$163M
3
Baird Financial Group
Baird Financial Group
Wisconsin
+$134M
4
Ameriprise
Ameriprise
Minnesota
+$91.4M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$54M

Top Sellers

1
Natixis Advisors
Natixis Advisors
Massachusetts
-$41.8M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$39M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$38.7M
4
Wells Fargo
Wells Fargo
California
-$36.8M
5
CA
Cetera Advisors
Colorado
-$36.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWA
976
Octavia Wealth Advisors
Ohio
$254K -$18.4K -237 -7%
VBWMG
977
Von Berge Wealth Management Group
California
$253K – – –
OHWP
978
Oak Harbor Wealth Partners
North Carolina
$253K – – –
LI
979
LVZ Inc
Michigan
$253K – – –
SFG
980
Sather Financial Group
Texas
$252K -$126K -1,621 -33%
EBT
981
Enterprise Bank & Trust
Massachusetts
$250K – – –
BCG
982
Breakwater Capital Group
New Jersey
$249K +$249K +3,225 New
VDI
983
Vaughan David Investments
Illinois
$248K – – –
CCFM
984
Clear Creek Financial Management
Washington
$247K -$52.4K -674 -17%
RBC
985
Romano Brothers & Co
Illinois
$246K -$90.5K -1,164 -27%
MAM
986
Madison Asset Management
Wisconsin
$246K -$21.4K -275 -8%
FAM
987
Formidable Asset Management
Ohio
$246K – – –
KWA
988
Kingswood Wealth Advisors
California
$245K -$70.3K -904 -22%
TAM
989
Townsend Asset Management
North Carolina
$244K +$1.17K +15 +0.5%
FDCDDQ
990
Federation des caisses Desjardins du Quebec
Quebec, Canada
$244K – – –
OS
991
Objectivity Squared
South Carolina
$243K +$243K +3,127 New
FAM
992
Flaharty Asset Management
Florida
$243K – – –
EA
993
Emerald Advisors
Washington
$242K – – –
FFA
994
Fragasso Financial Advisors
Pennsylvania
$241K +$2.02K +26 +0.8%
FBC
995
Fairfield, Bush & Co
Connecticut
$241K +$241K +3,098 New
MHIC
996
Marble Harbor Investment Counsel
Massachusetts
$241K +$241K +3,095 New
CIAS
997
CBIZ Investment Advisory Services
Ohio
$240K – – –
SFS
998
Sharp Financial Services
Pennsylvania
$240K +$240K +3,090 New
AG
999
AlTi Global
New York
$240K +$240K +3,086 New
HCP
1000
Holt Capital Partners
Texas
$240K – – –
38 39
40
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