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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 %
RZH
1051
Relyea Zuckerberg Hanson
Connecticut
$211K +$211K +2,714 New
VIA
1052
Vickerman Investment Advisors
Washington
$211K +$211K +2,714 New
GI
1053
Gradient Investments
Minnesota
$211K – – –
DCM
1054
DGS Capital Management
New Jersey
$210K +$210K +2,702 New
SC
1055
Stephenson & Company
California
$210K +$210K +2,700 New
JA
1056
JVL Associates
Michigan
$208K +$208K +2,676 New
MIA
1057
MainStreet Investment Advisors
Illinois
$207K +$207K +2,660 New
MIAS
1058
Mason Investment Advisory Services
Virginia
$206K +$206K +2,656 New
LNB
1059
Ledyard National Bank
$205K -$38.9K -500 -16%
SB
1060
Strategic Blueprint
Georgia
$205K -$64.1K -825 -24%
TWM
1061
Thrive Wealth Management
Pennsylvania
$205K +$205K +2,632 New
PCMC
1062
Private Capital Management (Colorado)
Colorado
$204K – – –
BCM
1063
Brookstone Capital Management
Illinois
$203K -$48.3K -621 -19%
DI
1064
DFPG Investments
Utah
$203K -$23.5K -310 -10%
BC
1065
Burney Company
Virginia
$202K +$202K +2,600 New
SXL
1066
Summit X LLC
Missouri
$202K +$202K +2,566 New
CDH
1067
Charles D. Hyman
$202K +$202K +2,595 New
IC
1068
Iconiq Capital
California
$202K +$202K +2,595 New
SWA
1069
Strategies Wealth Advisors
Michigan
$202K +$202K +2,595 New
RA
1070
Rodgers & Associates
Pennsylvania
$201K +$201K +2,591 New
AWM
1071
Avior Wealth Management
Nebraska
$198K +$78 +1 +0%
HCM
1072
Hillman Capital Management
Maryland
$192K -$9.95K -128 -5%
CP
1073
Covenant Partners
Tennessee
$192K -$67.5K -868 -26%
CSWM
1074
Cassady Schiller Wealth Management
Ohio
$187K – – –
BG
1075
Bollard Group
Massachusetts
$181K +$1.01K +13 +0.6%
41 42
43
44 45