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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 Market Value Shares Shares
Change 		Shares
Change %
HFS
101
Hantz Financial Services
Michigan
$18M 267,044 +10,602 +4%
Corient Private Wealth
102
Corient Private Wealth
Florida
$17.9M 263,085 +263,085 New
Bank of Nova Scotia
103
Bank of Nova Scotia
Ontario, Canada
$17.8M 263,172 +16,936 +7%
CT
104
Coastline Trust
Rhode Island
$17.6M 261,025 +119,135 +84%
BGDI
105
BW Gestao de Investimentos
Brazil
$16.9M 251,220 +251,220 New
TFA
106
Transamerica Financial Advisors
Florida
$16.7M 247,173 -9,249 -4%
MIM
107
Miller Investment Management
Pennsylvania
$16.5M 244,576 -39,285 -14%
SWP
108
Stratos Wealth Partners
Ohio
$16.2M 240,889 -7,888 -3%
CG
109
Colony Group
Massachusetts
$15.8M 234,495 +1,648 +0.7%
KOC
110
Koss-Olinger Consulting
Florida
$15.6M 231,418 +231,418 New
RFC
111
Regions Financial Corp
Alabama
$15.5M 230,446 +13,106 +6%
CI
112
Conning Inc
Connecticut
$15.1M 223,630 – –
BF
113
BOK Financial
Oklahoma
$14.9M 221,179 -1,941 -0.9%
JFGIW
114
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$14.6M 216,652 +126,199 +140%
CA
115
Cetera Advisors
Colorado
$14.4M 214,139 -13,376 -6%
CCM
116
Copeland Capital Management
Pennsylvania
$14.4M 213,875 +213,875 New
SFP
117
Strategic Financial Partners
Oregon
$13.9M 206,355 -44,200 -18%
WTC
118
WhitTier Trust Company
Nevada
$13.9M 206,081 -4,951 -2%
FFN
119
Focus Financial Network
Minnesota
$13.9M 205,875 +6,677 +3%
WC
120
Woodstock Corp
Massachusetts
$13.6M 201,410 -2,546 -1%
TCB
121
Texas Capital Bancshares
Texas
$13.2M 196,406 +224 +0.1%
SCG
122
Sonata Capital Group
Washington
$13.1M 194,105 -1,779 -0.9%
Principal Financial Group
123
Principal Financial Group
Iowa
$13M 193,223 +97,760 +102%
Mercer Global Advisors
124
Mercer Global Advisors
Colorado
$13M 192,769 -10,764 -5%
GG
125
Gofen & Glossberg
Illinois
$12.9M 191,458 -538 -0.3%
3 4
5
6 7