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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 %
Renaissance Technologies
1151
Renaissance Technologies
New York
– – -4,400 Closed
PNC
1152
Park National Corp
Ohio
– – -4,130 Closed
LWM
1153
Laidlaw Wealth Management
New York
– – -4,097 Closed
FCB
1154
First County Bank
Connecticut
– – -4,091 Closed
FFG
1155
Frisch Financial Group
New York
– – -3,697 Closed
FCH
1156
Freestone Capital Holdings
Washington
– – -3,602 Closed
FPCG
1157
Fort Pitt Capital Group
Pennsylvania
– – -3,534 Closed
IP
1158
Investment Partners
Ohio
– – -3,476 Closed
PCM
1159
Penn Capital Management
Pennsylvania
– – -3,474 Closed
CA
1160
Claro Advisors
Massachusetts
– – -3,146 Closed
RB
1161
Renasant Bank
Mississippi
– – -3,092 Closed
BCM
1162
Bayesian Capital Management
New York
– – -3,092 Closed
HBWM
1163
Hollow Brook Wealth Management
New York
– – -3,034 Closed
BW
1164
Bison Wealth
Georgia
– – -3,032 Closed
AIM
1165
Aspen Investment Management
Michigan
– – -3,015 Closed
MIFH
1166
Migdal Insurance & Financial Holdings
Israel
– – -2,960 Closed
QT
1167
Quantbot Technologies
New York
– – -2,915 Closed
CWA
1168
Core Wealth Advisors
Florida
– – -2,911 Closed
ACM
1169
AUA Capital Management
Pennsylvania
– – -2,452 Closed
LFA
1170
LGT Financial Advisors
Texas
– – -1,707 Closed
FA
1171
Fiduciary Alliance
South Carolina
– – -1,522 Closed
RIA
1172
Realta Investment Advisors
Delaware
– – -1,184 Closed
KC
1173
Kenfarb & Co
Kentucky
– – -1,000 Closed
HT
1174
Headlands Technologies
Illinois
– – -897 Closed
ZIG
1175
Zullo Investment Group
Pennsylvania
– – -576 Closed
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