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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 %
SAI
1001
Savvy Advisors Inc
New York
$239K +$239K +3,080 New
PCM
1002
Poehling Capital Management
Wisconsin
$239K – – –
SAM
1003
SignalPoint Asset Management
Missouri
$238K +$238K +3,063 New
GOCP
1004
Great Oak Capital Partners
Massachusetts
$237K +$237K +3,049 New
MLRA
1005
Main Line Retirement Advisors
Montana
$236K +$236K +3,035 New
HP
1006
Hilltop Partners
Indiana
$235K -$1.87K -24 -0.8%
1IA
1007
1834 Investment Advisors
Wisconsin
$235K – – –
WCG
1008
Weaver Consulting Group
California
$235K – – –
APP
1009
Avantax Planning Partners
Iowa
$235K -$63.6K -818 -21%
PSF
1010
Pacific Sun Financial
California
$235K – – –
S
1011
SignatureFD
Georgia
$234K +$109K +1,405 +87%
GGS
1012
Galvin Gaustad & Stein
Arizona
$234K -$9.64K -124 -4%
TA
1013
TruWealth Advisors
Louisiana
$234K – – –
AWA
1014
Arete Wealth Advisors
Illinois
$234K +$234K +3,005 New
EA
1015
Eclectic Associates
California
$233K – – –
DFA
1016
DHJJ Financial Advisors
Illinois
$233K – – –
AOWM
1017
Alpha Omega Wealth Management
Virginia
$233K +$233K +2,998 New
ODIJL
1018
One Day In July LLC
Vermont
$233K +$233K +2,995 New
CA
1019
Claro Advisors
Massachusetts
$233K +$233K +2,994 New
FIC
1020
Family Investment Center
Missouri
$233K – – –
FAT
1021
First American Trust
California
$232K – – –
GWM
1022
GSB Wealth Management
Connecticut
$231K – – –
FWM
1023
Fairhaven Wealth Management
Illinois
$230K – – –
BAM
1024
Belpointe Asset Management
Nevada
$229K -$58.1K -747 -20%
RHP
1025
Royal Harbor Partners
Texas
$229K – – –
39 40
41
42 43