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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 %
KA
1151
Kovack Advisors
Florida
– -$394K -6,347 Closed
OPS
1152
Orion Portfolio Solutions
Nebraska
– -$374K -6,014 Closed
CWM
1153
Cordatus Wealth Management
Pennsylvania
– -$352K -5,666 Closed
MYIA
1154
Mount Yale Investment Advisors
Colorado
– -$348K -5,595 Closed
RWM
1155
Rockwood Wealth Management
Pennsylvania
– -$344K -5,541 Closed
AWS
1156
AJ Wealth Strategies
New York
– -$343K -5,520 Closed
Simplex Trading
1157
Simplex Trading
Illinois
– -$341K -5,497 Closed
TW
1158
Towerpoint Wealth
California
– -$291K -4,685 Closed
FLA
1159
Financial Life Advisors
Texas
– -$279K -4,490 Closed
PFC
1160
Phocas Financial Corp
California
– -$269K -4,334 Closed
MOS
1161
MGO One Seven
Ohio
– -$268 -4,326 Closed
AFS
1162
AFG Fiduciary Services
Massachusetts
– -$247K -3,978 Closed
TI
1163
Trexquant Investment
Connecticut
– -$241K -3,876 Closed
PCM
1164
Passive Capital Management
Maryland
– -$241K -3,871 Closed
SFO
1165
Stokes Family Office
Louisiana
– -$239K -3,839 Closed
OBWG
1166
Onyx Bridge Wealth Group
New York
– -$234K -3,751 Closed
BMWM
1167
Brown Miller Wealth Management
Virginia
– -$229K -3,700 Closed
MPW
1168
Monterey Private Wealth
California
– -$222K -3,542 Closed
LAS
1169
LWM Advisory Services
Florida
– -$218K -3,514 Closed
SA
1170
Shilanski & Associates
Alaska
– -$207K -3,331 Closed
AWA
1171
Amplius Wealth Advisors
Pennsylvania
– -$202K -3,258 Closed
IWA
1172
Icon Wealth Advisors
Texas
– -$164K -2,633 Closed
AIP
1173
Almanack Investment Partners
Pennsylvania
– -$120K -1,914 Closed
EIP
1174
Ellis Investment Partners
Pennsylvania
– -$106K -1,705 Closed
IAMOG
1175
Investors Asset Management of Georgia
Georgia
– -$99K -1,600 Closed
44 45 46
47
48