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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 %
FBT
1026
First Bank & Trust
South Dakota
$229K – – –
PCS
1027
Personal CFO Solutions
New Jersey
$228K -$72.3K -930 -24%
TH
1028
TCTC Holdings
Texas
$228K – – –
RA
1029
RFG Advisory
Alabama
$227K -$16.4K -211 -7%
TC
1030
TAGStone Capital
North Carolina
$227K – – –
FIM
1031
Fernwood Investment Management
Massachusetts
$227K – – –
GLA
1032
Good Life Advisors
Pennsylvania
$224K +$224K +2,884 New
KWMG
1033
King Wealth Management Group
Florida
$224K +$224K +2,885 New
MBTD
1034
Mechanics Bank - Trust Department
California
$223K +$223K +2,870 New
OW
1035
Olistico Wealth
Oklahoma
$222K +$222K +2,858 New
HCC
1036
Hirtle Callaghan & Co
Pennsylvania
$221K +$221K +2,838 New
GKIM
1037
GW&K Investment Management
Massachusetts
$220K – – –
DIP
1038
Davis Investment Partners
North Carolina
$218K +$218K +2,868 New
AMM
1039
American Money Management
California
$218K +$218K +2,800 New
PCTC
1040
Perkins Coie Trust Company
Washington
$218K – – –
ACI
1041
Alpha Cubed Investments
California
$217K +$217K +2,797 New
HWM
1042
Horizons Wealth Management
North Carolina
$217K – – –
SC
1043
Scotia Capital
Ontario, Canada
$215K +$215K +2,768 New
Russell Investments Group
1044
Russell Investments Group
United Kingdom
$215K -$12.5K -161 -6%
MWM
1045
Marion Wealth Management
Pennsylvania
$214K +$214K +2,750 New
TWG
1046
The Wealth Group
Minnesota
$213K +$213K +2,753 New
MAS
1047
Madden Advisory Services
Florida
$213K +$213K +2,735 New
HWM
1048
HighMark Wealth Management
Minnesota
$212K – – –
NB
1049
NBT Bank
New York
$211K +$211K +2,717 New
CPRC
1050
Consolidated Portfolio Review Corp
New York
$211K +$211K +2,715 New
40 41
42
43 44