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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 %
SC
1126
Sepio Capital
Utah
– – -24,294 Closed
FC
1127
Financial Consulate
Maryland
– – -23,256 Closed
TWA
1128
TPB Wealth Advisors
Texas
– – -19,989 Closed
ELI
1129
Empire Life Investments
Ontario, Canada
– – -19,960 Closed
NCG
1130
Newport Capital Group
New Jersey
– – -19,956 Closed
PAS
1131
Park Avenue Securities
New York
– – -18,220 Closed
AWA
1132
Aletheian Wealth Advisors
Washington
– – -17,755 Closed
MAM
1133
Madison Asset Management
Wisconsin
– – -17,672 Closed
CIBC World Market
1134
CIBC World Market
Ontario, Canada
– – -16,774 Closed
ARG
1135
Advisory Resource Group
Oklahoma
– – -15,993 Closed
OWA
1136
Opal Wealth Advisors
New York
– – -10,986 Closed
AA
1137
AlphaQ Advisors
Florida
– – -10,091 Closed
MCC
1138
Money Concepts Capital
Florida
– – -9,531 Closed
BBP
1139
Banco BTG Pactual
Brazil
– – -9,110 Closed
NLP
1140
Next Level Private
New York
– – -8,597 Closed
LCOV
1141
London Company of Virginia
Virginia
– – -8,526 Closed
RCM
1142
Radnor Capital Management
Pennsylvania
– – -8,045 Closed
WA
1143
Wealth Alliance
New York
– – -7,474 Closed
Fuller & Thaler Asset Management
1144
Fuller & Thaler Asset Management
California
– – -7,080 Closed
S
1145
SignatureFD
Georgia
– – -6,926 Closed
ClearBridge Investments
1146
ClearBridge Investments
New York
– – -6,028 Closed
IIA
1147
IPG Investment Advisors
California
– – -5,659 Closed
OPCM
1148
Osborne Partners Capital Management
California
– – -5,590 Closed
SW
1149
SteelPeak Wealth
California
– – -5,111 Closed
CCMG
1150
Clark Capital Management Group
Pennsylvania
– – -4,644 Closed
44 45
46
47 48