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iShares Russell Mid-Cap ETF
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Overview Fund Activity

1,137 hedge funds and large institutions have $21.9B invested in iShares Russell Mid-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 389 increasing their positions, 352 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,137
Holders Change
+80
Holders Change %
+7.57%
% of All Funds
18.34%
Holding in Top 10
65
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.84%
% of All Funds
1.05%
New
148
Increased
389
Reduced
352
Closed
48
Calls
$5.05M
Puts
$3.04M
Net Calls
+$2M
Net Calls Change
-$5.13M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$2.64B
2
FMI
Factory Mutual Insurance
Massachusetts
$162M
3
Cerity Partners
Cerity Partners
New York
$38.4M
4
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$126M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$571M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$39.8M
2
Citigroup
Citigroup
New York
$24.8M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$1.07B
4
Ameriprise
Ameriprise
Minnesota
$282M
5
PCP
Proficio Capital Partners
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GJIA
1001
Glass Jacobson Investment Advisors
Maryland
$123K +$123K +1,823 New
CDIA
1002
Capital Directions Investment Advisors
Georgia
$123K +$123K +1,822 New
CB
1003
Community Bank
New York
$120K – – –
LFA
1004
LGT Financial Advisors
Texas
$115K +$115K +1,707 New
TFS
1005
TrustCore Financial Services
Tennessee
$112K -$135 -2 -0.1%
M
1006
MOTCO
Texas
$112K – – –
WC
1007
Westwind Capital
New Mexico
$111K +$14.2K +211 +15%
AIC
1008
Archer Investment Corporation
Indiana
$109K – – –
MAWCM
1009
Mine & Arao Wealth Creation & Management
California
$106K +$67 +1 +0.1%
CFO
1010
CVA Family Office
Colorado
$103K +$337 +5 +0.3%
EWM
1011
Endurance Wealth Management
Rhode Island
$103K +$5.49K +81 +6%
FA
1012
Fiduciary Alliance
South Carolina
$103K +$103K +1,522 New
FFL
1013
Financial Freedom LLC
Ohio
$102K +$102K +1,510 New
NF
1014
Norwood Financial
Pennsylvania
$100K – – –
BA
1015
Ballast Advisors
Minnesota
$98.3K +$4.05K +60 +4%
CPG
1016
Cornerstone Planning Group
New Jersey
$93.2K +$93.2K +1,344 New
MFC
1017
Morris Financial Concepts
South Carolina
$92K – – –
LWCFA
1018
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$91.5K +$20K +296 +28%
AC
1019
Asio Capital
Kentucky
$87.7K – – –
GEA
1020
Glen Eagle Advisors
New Jersey
$87.1K – – –
CT
1021
Colonial Trust
South Carolina
$84.3K – – –
ADL
1022
Asset Dedication LLC
California
$84K – – –
AIA
1023
Arcadia Investment Advisors
Idaho
$83.6K – – –
SCA
1024
Stonebridge Capital Advisors
Minnesota
$81K +$1.55K +23 +2%
RIA
1025
Realta Investment Advisors
Delaware
$79.9K -$5.26K -78 -6%
39 40
41
42 43