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iShares Russell Mid-Cap ETF
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Overview Fund Activity

1,141 hedge funds and large institutions have $22.9B invested in iShares Russell Mid-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 340 increasing their positions, 411 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,141
Holders Change
+23
Holders Change %
+2.06%
% of All Funds
17.99%
Holding in Top 10
64
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.59%
% of All Funds
1.01%
New
80
Increased
340
Reduced
411
Closed
45
Calls
$16.1M
Puts
$1.68M
Net Calls
+$14.4M
Net Calls Change
+$4.63M

Top Buyers

1
US Bancorp
US Bancorp
Minnesota
$1.45B
2
Morgan Stanley
Morgan Stanley
New York
$551M
3
DWM
Dakota Wealth Management
Florida
$30.3M
4
MMA
Miracle Mile Advisors
California
$59M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$1.4B

Top Sellers

1
Wells Fargo
Wells Fargo
California
$2.62B
2
Baird Financial Group
Baird Financial Group
Wisconsin
$437M
3
FMI
Factory Mutual Insurance
Massachusetts
$84.8M
4
Ameriprise
Ameriprise
Minnesota
$245M
5
HNB
Huntington National Bank
Ohio
$40.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
WC
1151
Wealth CMT
New Jersey
– -$789K -11,282 Closed
Belvedere Trading
1152
Belvedere Trading
Illinois
– -$629K -9,000 Closed
GWP
1153
Gateway Wealth Partners
Wisconsin
– -$597K -8,535 Closed
EWM
1154
Empirical Wealth Management
Washington
– -$461K -6,588 Closed
SFMG
1155
Sage Financial Management Group
Virginia
– -$402K -5,745 Closed
FCM
1156
Fourpath Capital Management
Oklahoma
– -$391K -5,585 Closed
PWA
1157
Providence Wealth Advisors
Illinois
– -$342K -4,892 Closed
IAIM
1158
International Assets Investment Management
Florida
– -$335K -4,795 Closed
NCM
1159
Neumann Capital Management
California
– -$325K -4,653 Closed
AAMC
1160
Asset Allocation & Management Company
Illinois
– -$280K -4,000 Closed
TWM
1161
Tanager Wealth Management
United Kingdom
– -$280K -3,999 Closed
CW
1162
CreativeOne Wealth
Kansas
– -$270K -3,865 Closed
SFO
1163
Stokes Family Office
Louisiana
– -$270K -3,855 Closed
LWMNY
1164
Landmark Wealth Management (New York)
New York
– -$263K -3,755 Closed
AWC
1165
Abundance Wealth Counselors
Pennsylvania
– -$252K -3,598 Closed
HNW
1166
High Note Wealth
Minnesota
– -$236K -3,375 Closed
Citadel Advisors
1167
Citadel Advisors
Florida
– -$229K -3,282 Closed
ACI
1168
Alpha Cubed Investments
California
– -$227K -3,241 Closed
MCM
1169
Morton Capital Management
California
– -$225K -3,220 Closed
FTC
1170
Farmers Trust Company
Ohio
– -$223K -3,196 Closed
MA
1171
MAS Advisors
Florida
– -$208K -2,980 Closed
TNBTD
1172
Trustmark National Bank Trust Department
Mississippi
– -$204K -2,920 Closed
ST
1173
Sageworth Trust
Pennsylvania
– -$134K -1,912 Closed
NHT
1174
New Hampshire Trust
New Hampshire
– -$133K -1,900 Closed
FIM
1175
FWL Investment Management
Texas
– -$130K -1,860 Closed
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