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iShares Russell Mid-Cap ETF
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Overview Fund Activity

1,075 hedge funds and large institutions have $20.5B invested in iShares Russell Mid-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 390 increasing their positions, 344 reducing their positions, and 101 closing their positions.

Holders
1,075
Holders Change
-50
Holders Change %
-4.44%
% of All Funds
18.18%
Holding in Top 10
61
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.17%
% of All Funds
1.03%
New
66
Increased
390
Reduced
344
Closed
101
Calls
$6.44M
Puts
$623K
Net Calls
+$5.82M
Net Calls Change
-$1.21M

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.2B
2
Wells Fargo
2
Wells Fargo
California
$2.57B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$196M
4
Bank of America
4
Bank of America
North Carolina
$3.81B
5
LPL Financial
5
LPL Financial
California
$158M

Top Sellers

1
AWA
1
Aaron Wealth Advisors
Illinois
$1.78M
2
UBS Group
2
UBS Group
Switzerland
$340M
3
Stifel Financial
3
Stifel Financial
Missouri
$17.7M
4
US Bancorp
4
US Bancorp
Minnesota
$1.21B
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$1.06B
Name Market Value Shares Shares
Change 		Shares
Change %
MCM
1101
Moore Capital Management
New York
– – -3,450 Closed
LAS
1102
Lloyd Advisory Services
Georgia
– – -3,404 Closed
FWCM
1103
Ferguson Wellman Capital Management
Oregon
– – -3,249 Closed
RVPG
1104
Relative Value Partners Group
– – -3,197 Closed
WS
1105
Wedbush Securities
California
– – -3,152 Closed
AIM
1106
Aspen Investment Management
Michigan
– – -3,130 Closed
MSFS
1107
Main Street Financial Solutions
Pennsylvania
– – -3,104 Closed
HCP
1108
Holt Capital Partners
Texas
– – -3,084 Closed
HCM
1109
Hilton Capital Management
New York
– – -3,081 Closed
FBA
1110
Front Barnett Associates
Illinois
– – -3,080 Closed
PCM
1111
Poehling Capital Management
Wisconsin
– – -3,076 Closed
EWP
1112
Engrave Wealth Partners
Texas
– – -3,068 Closed
JWM
1113
JGP Wealth Management
Oregon
– – -3,045 Closed
RIL
1114
Rothschild Investment LLC
Illinois
– – -3,043 Closed
WCG
1115
Weaver Consulting Group
California
– – -3,024 Closed
IWP
1116
Icon Wealth Partners
Texas
– – -3,017 Closed
TA
1117
TruWealth Advisors
Louisiana
– – -3,012 Closed
DFA
1118
DHJJ Financial Advisors
Illinois
– – -3,000 Closed
EA
1119
Eclectic Associates
California
– – -3,000 Closed
BC
1120
Burney Company
Virginia
– – -2,990 Closed
MFG
1121
Magnus Financial Group
New York
– – -2,984 Closed
PCM
1122
Pointe Capital Management
Michigan
– – -2,980 Closed
AHB
1123
Abner Herrman & Brock
New Jersey
– – -2,980 Closed
GWM
1124
GSB Wealth Management
Connecticut
– – -2,975 Closed
T
1125
TCWP
Ohio
– – -2,960 Closed
43 44
45
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