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iShares Russell Mid-Cap ETF
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Overview Fund Activity

1,137 hedge funds and large institutions have $21.9B invested in iShares Russell Mid-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 389 increasing their positions, 352 reducing their positions, and 48 closing their positions.

Holders
1,137
Holders Change
+80
Holders Change %
+7.57%
% of All Funds
18.34%
Holding in Top 10
65
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.84%
% of All Funds
1.05%
New
148
Increased
389
Reduced
352
Closed
48
Calls
$5.05M
Puts
$3.04M
Net Calls
+$2M
Net Calls Change
-$5.13M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$2.64B
2
FMI
2
Factory Mutual Insurance
Massachusetts
$162M
3
Cerity Partners
3
Cerity Partners
New York
$38.4M
4
CIBC Private Wealth Group
4
CIBC Private Wealth Group
Georgia
$126M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$571M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$39.8M
2
Citigroup
2
Citigroup
New York
$24.8M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$1.07B
4
Ameriprise
4
Ameriprise
Minnesota
$282M
5
PCP
5
Proficio Capital Partners
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SFC
1126
SYM Financial Corp
Indiana
$4.28K – – –
LFA
1127
Level Financial Advisors
New York
$4K +$4K +52 New
HFM
1128
Hartford Financial Management
Connecticut
$3.37K – – –
BFA
1129
BBJS Financial Advisors
Washington
$2.7K +$2.7K +40 New
AWM
1130
Abound Wealth Management
Tennessee
$2.63K – – –
VCM
1131
Versant Capital Management
Arizona
$2.29K +$2.29K +34 New
LOIP
1132
Live Oak Investment Partners
Texas
$2.23K – – –
CSWG
1133
Cardinal Strategic Wealth Guidance
Kentucky
$1.96K +$1.96K +29 New
AIM
1134
Axiom Investment Management
New York
$1.28K – – –
CA
1135
Crewe Advisors
Utah
$1.21K – – –
FFA
1136
Farther Finance Advisors
California
$877 +$877 +13 New
CMP
1137
Coston McIsaac & Partners
Maine
$70 +$33 +500 +91%
WIM
1138
Westside Investment Management
California
$15 – – –
MA
1139
MUFG Americas
New York
– -$16.4M -264,506 Closed
PCP
1140
Proficio Capital Partners
Massachusetts
– -$13.5M -216,910 Closed
WC
1141
Wexford Capital
Florida
– -$13.1M -211,207 Closed
CWA
1142
Clarus Wealth Advisors
Arizona
– -$2.82M -44,592 Closed
YIH
1143
Y-Intercept (HK)
Hong Kong
– -$1.67M -26,882 Closed
CI
1144
CX Institutional
Indiana
– -$1.64M -26,321 Closed
HPWM
1145
Highland Private Wealth Management
Washington
– -$1.05M -16,949 Closed
IA
1146
IFG Advisory
Georgia
– -$1.05M -16,911 Closed
OWA
1147
Outlook Wealth Advisors
Texas
– -$667K -10,732 Closed
CT
1148
Columbia Trust
Oregon
– -$507K -8,150 Closed
FLC
1149
Fifth Lane Capital
Texas
– -$437K -7,027 Closed
WJA
1150
Willis Johnson & Associates
Texas
– -$436K -7,013 Closed
44 45
46
47 48