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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 %
RHP
1126
Royal Harbor Partners
Texas
– – -2,948 Closed
IIA
1127
Integral Investment Advisors
California
– – -2,944 Closed
FBT
1128
First Bank & Trust
South Dakota
– – -2,943 Closed
FIM
1129
Fernwood Investment Management
Massachusetts
– – -2,920 Closed
TNBTD
1130
Trustmark National Bank Trust Department
Mississippi
– – -2,920 Closed
GC
1131
Grimes & Company
Massachusetts
– – -2,912 Closed
KWMG
1132
King Wealth Management Group
Florida
– – -2,885 Closed
CC
1133
Callan Capital
California
– – -2,836 Closed
BWM
1134
BCS Wealth Management
Tennessee
– – -2,825 Closed
SC
1135
Scotia Capital
Ontario, Canada
– – -2,806 Closed
AMM
1136
American Money Management
California
– – -2,800 Closed
MIA
1137
MainStreet Investment Advisors
Illinois
– – -2,761 Closed
BBWA
1138
Bell & Brown Wealth Advisors
California
– – -2,760 Closed
SWRP
1139
Summit Wealth & Retirement Planning
California
– – -2,749 Closed
CBFP
1140
Cedar Brook Financial Partners
Ohio
– – -2,739 Closed
WDL
1141
Well Done LLC
Michigan
– – -2,728 Closed
JCM
1142
Jag Capital Management
Missouri
– – -2,724 Closed
UL
1143
Unionview LLC
Washington
– – -2,696 Closed
NCM
1144
Noesis Capital Mangement
Florida
– – -2,683 Closed
ClearBridge Investments
1145
ClearBridge Investments
New York
– – -2,667 Closed
MIC
1146
Meridian Investment Counsel
California
– – -2,664 Closed
MIAS
1147
Mason Investment Advisory Services
Virginia
– – -2,656 Closed
WAOTB
1148
Wealth Advisors of Tampa Bay
Florida
– – -2,654 Closed
MFG
1149
MidWestOne Financial Group
Iowa
– – -2,640 Closed
WJWM
1150
Williams Jones Wealth Management
New York
– – -2,631 Closed
44 45
46
47 48