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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 %
WC
1001
Westwind Capital
New Mexico
$152K – – –
PIAS
1002
PCA Investment Advisory Services
Ohio
$150K +$150K +2,051 New
LWANC
1003
Laurel Wealth Advisors (North Carolina)
North Carolina
$147K – – –
MCI
1004
MRP Capital Investments
Georgia
$146K – – –
MIH
1005
Meitav Investment House
Israel
$144K +$144K +1,978 New
BA
1006
Ballast Advisors
Minnesota
$139K +$2.92K +40 +2%
DWMG
1007
DB Wealth Management Group
California
$138K – – –
FDCDDQ
1008
Federation des caisses Desjardins du Quebec
Quebec, Canada
$137K – – –
VAG
1009
VisionPoint Advisory Group
Texas
$136K +$136K +1,860 New
VCM
1010
Vigilant Capital Management
Maine
$135K – – –
CPG
1011
Cornerstone Planning Group
New Jersey
$132K +$132K +1,811 New
MFC
1012
Mechanics Financial Corp
Ohio
$132K -$21.9K -300 -14%
IA
1013
IFP Advisors
Florida
$131K -$46.7K -639 -26%
LFA
1014
LGT Financial Advisors
Texas
$125K +$125K +1,718 New
HPIA
1015
Hamilton Point Investment Advisors
North Carolina
$122K – – –
AIC
1016
Archer Investment Corporation
Indiana
$118K – – –
CFGS
1017
Concourse Financial Group Securities
Alabama
$116K -$430K -5,889 -79%
MAWCM
1018
Mine & Arao Wealth Creation & Management
California
$114K -$73 -1 -0.1%
CFO
1019
CVA Family Office
Colorado
$112K +$73 +1 +0.1%
FA
1020
Fiduciary Alliance
South Carolina
$111K +$111K +1,517 New
FFL
1021
Financial Freedom LLC
Ohio
$111K +$73 +1 +0.1%
LWCFA
1022
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$110K – – –
HR
1023
Howe & Rusling
New York
$109K – – –
EWM
1024
Endurance Wealth Management
Rhode Island
$109K -$2.19K -30 -2%
TSWM
1025
Tyler-Stone Wealth Management
Ohio
$108K +$108K +1,483 New
39 40
41
42 43