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iShares Russell Mid-Cap ETF
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Overview Fund Activity

1,118 hedge funds and large institutions have $22.3B invested in iShares Russell Mid-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 333 increasing their positions, 406 reducing their positions, and 68 closing their positions.

Holders
1,118
Holders Change
-19
Holders Change %
-1.67%
% of All Funds
17.9%
Holding in Top 10
63
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.08%
% of All Funds
1.01%
New
78
Increased
333
Reduced
406
Closed
68
Calls
$11.5M
Puts
$1.78M
Net Calls
+$9.75M
Net Calls Change
+$7.75M

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.32B
2
PCIG
2
Partners Capital Investment Group
Massachusetts
$26.6M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$517M
4
ICMARC
4
International City Management Association Retirement Corp
District of Columbia
$49.1M
5
PCP
5
Proficio Capital Partners
Massachusetts
$15.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$4.01B
2
Wells Fargo
2
Wells Fargo
California
$2.67B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$560M
4
Morgan Stanley
4
Morgan Stanley
New York
$473M
5
FMI
5
Factory Mutual Insurance
Massachusetts
$147M
Name Market Value Shares Shares
Change 		Shares
Change %
RPCA
1076
Running Point Capital Advisors
California
$18.7K 268 – –
MFT
1077
Moisand Fitzgerald Tamayo
Florida
$18.3K 262 – –
IFAM
1078
Institutional & Family Asset Management
Colorado
$17.9K 256 – –
IGWM
1079
ICA Group Wealth Management
Colorado
$17.6K 252 -261 -51%
PFBT
1080
Parkside Financial Bank & Trust
Missouri
$17.6K 252 – –
TWD
1081
True Wealth Design
Ohio
$16.4K 234 -234 -50%
WIM
1082
Westside Investment Management
California
$15.9K 228 – –
GTAM
1083
Global Trust Asset Management
Florida
$15.7K 225 – –
BFPW
1084
BOK Financial Private Wealth
Colorado
$15.7K 224 – –
OCM
1085
Orion Capital Management
California
$15.7K 224 – –
BWL
1086
Bogart Wealth LLC
Virginia
$15.1K 217 +1 +0.5%
LFA
1087
Legend Financial Advisors
Pennsylvania
$15.1K 216 – –
TRCT
1088
Tower Research Capital (TRC)
New York
$14K 200 -14,179 -99%
MM
1089
Main Management
California
$14K 200 – –
MRCM
1090
M&R Capital Management
New Jersey
$14K 200 – –
CSC
1091
Caldwell Sutter Capital
California
$14K 200 +200 New
GCM
1092
Gables Capital Management
Florida
$13.3K 190 – –
AAP
1093
Arax Advisory Partners
Colorado
$13.2K 189 +189 New
CIR
1094
Clear Investment Research
Georgia
$13K 186 +6 +3%
ME
1095
McIlrath & Eck
Washington
$12.7K 182 – –
WBC
1096
West Branch Capital
Massachusetts
$11.2K 160 -98 -38%
AAG
1097
Armstrong Advisory Group
Massachusetts
$11.1K 159 – –
BEI
1098
Benjamin Edwards Inc
Missouri
$11K 163 +14 +9%
AssetMark Inc
1099
AssetMark Inc
California
$10.3K 148 -151 -51%
FCA
1100
FinTrust Capital Advisors
South Carolina
$10.2K 151 – –
42 43
44
45 46