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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 %
TCWA
1101
Ten Capital Wealth Advisors
Washington
$10.1K 145 +145 New
SA
1102
SRH Advisors
Kansas
$10K 144 -905 -86%
CA
1103
Crewe Advisors
Utah
$8.6K 123 +105 +583%
TAM
1104
Tucker Asset Management
Colorado
$8.6K 123 +57 +86%
EWM
1105
EPG Wealth Management
Georgia
$8.39K 120 – –
HBW
1106
Hazlett, Burt & Watson
West Virginia
$8K 121 -11 -8%
AW
1107
Avion Wealth
Texas
$6K 93 – –
AWM
1108
Aspire Wealth Management
Massachusetts
$5.66K 81 +81 New
SFC
1109
SYM Financial Corp
Indiana
$4.45K 64 +1 +2%
AIP
1110
Ahrens Investment Partners
Louisiana
$4.2K 60 +60 New
SIS
1111
Sound Income Strategies
Florida
$3.99K 57 +57 New
HFM
1112
Hartford Financial Management
Connecticut
$3.5K 50 – –
HCA
1113
Heck Capital Advisors
Wisconsin
$3.29K 47 +47 New
BFA
1114
BBJS Financial Advisors
Washington
$2.8K 40 – –
AWM
1115
Abound Wealth Management
Tennessee
$2.73K 39 – –
LOIP
1116
Live Oak Investment Partners
Texas
– – – –
CSWG
1117
Cardinal Strategic Wealth Guidance
Kentucky
$2.03K 29 – –
PK
1118
Pflug Koory
Nebraska
$489 7 – –
GI
1119
Gradient Investments
Minnesota
$420 6 +6 New
FGAM
1120
Financial Gravity Asset Management
Texas
$24 334 +334 New
SG
1121
StoneX Group
New York
– – -274,599 Closed
Select Equity Group
1122
Select Equity Group
New York
– – -67,863 Closed
CFO
1123
Custos Family Office
Texas
– – -55,478 Closed
MAM
1124
Mastrapasqua Asset Management
Tennessee
– – -37,485 Closed
KFP
1125
KB Financial Partners
New Jersey
– – -27,381 Closed
43 44
45
46 47