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iShares Russell Mid-Cap ETF
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Overview Fund Activity

1,075 hedge funds and large institutions have $20.5B invested in iShares Russell Mid-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 390 increasing their positions, 344 reducing their positions, and 101 closing their positions.

Holders
1,075
Holders Change
-50
Holders Change %
-4.44%
% of All Funds
18.18%
Holding in Top 10
61
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.17%
% of All Funds
1.03%
New
66
Increased
390
Reduced
344
Closed
101
Calls
$6.44M
Puts
$623K
Net Calls
+$5.82M
Net Calls Change
-$1.21M

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.2B
2
Wells Fargo
2
Wells Fargo
California
$2.57B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$196M
4
Bank of America
4
Bank of America
North Carolina
$3.81B
5
LPL Financial
5
LPL Financial
California
$158M

Top Sellers

1
AWA
1
Aaron Wealth Advisors
Illinois
$1.78M
2
UBS Group
2
UBS Group
Switzerland
$340M
3
HNB
3
Huntington National Bank
Ohio
$38.9M
4
Stifel Financial
4
Stifel Financial
Missouri
$17.7M
5
US Bancorp
5
US Bancorp
Minnesota
$1.21B
Name Market Value Shares Shares
Change 		Shares
Change %
CC
1001
Corsicana & Co
Texas
$33K 516 – –
POIA
1002
Pin Oak Investment Advisors
Texas
$33K 504 – –
FWM
1003
Focused Wealth Management
New York
$33K 516 – –
AWM
1004
Accel Wealth Management
Iowa
$33K 510 +1 +0.2%
BONH
1005
Bank of New Hampshire
New Hampshire
$32K 500 – –
RCM
1006
Robinson Capital Management
Michigan
$31K 475 – –
AWM
1007
AllSquare Wealth Management
New York
$31K 480 – –
NG
1008
NWK Group
California
$30K 458 – –
PCFFS
1009
Pacific Center for Financial Services
California
$29K 448 – –
SSC
1010
Syverson Strege & Co
Iowa
$29K 451 +1 +0.2%
RA
1011
Rise Advisors
New York
$29K 450 +1 +0.2%
PP
1012
PrairieView Partners
Minnesota
$27K 422 – –
PFBT
1013
Parkside Financial Bank & Trust
Missouri
$27K 417 – –
JWM
1014
Janiczek Wealth Management
Colorado
$27K 378 – –
MWM
1015
Mascoma Wealth Management
New Hampshire
$26K 406 – –
CCM
1016
Chilton Capital Management
Texas
$26K 409 +409 New
KFI
1017
Key Financial Inc
Pennsylvania
$25K 388 +256 +194%
HFS
1018
Heritage Financial Services
Massachusetts
$25K 400 +400 New
OLVIG
1019
Oliver Lagore Vanvalin Investment Group
Michigan
$24K 372 – –
EBA
1020
Eagle Bay Advisors
New York
$23.3K 361 +199 +123%
LPWM
1021
Lake Point Wealth Management
Texas
$23K 348 – –
SWM
1022
Sugarloaf Wealth Management
Georgia
$23K 353 – –
GIA
1023
Goodwin Investment Advisory
Georgia
$22.6K 350 +350 New
AA
1024
Addison Advisors
Vermont
$21K 325 – –
AssetMark Inc
1025
AssetMark Inc
California
$20K 306 -576 -65%
39 40
41
42 43