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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.

Holders
1,141
Holders Change
+23
Holders Change %
+2.06%
% of All Funds
18%
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
1
US Bancorp
Minnesota
$1.45B
2
Morgan Stanley
2
Morgan Stanley
New York
$551M
3
DWM
3
Dakota Wealth Management
Florida
$30.3M
4
MMA
4
Miracle Mile Advisors
California
$59M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$1.4B

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$2.62B
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$437M
3
FMI
3
Factory Mutual Insurance
Massachusetts
$84.8M
4
Ameriprise
4
Ameriprise
Minnesota
$245M
5
HNB
5
Huntington National Bank
Ohio
$40.7M
Name Market Value Shares Shares
Change 		Shares
Change %
TFA
101
Transamerica Financial Advisors
Florida
$18.5M 253,111 +11,901 +5%
CG
102
Colony Group
Massachusetts
$17.6M 241,656 -140 -0.1%
VOYA Investment Management
103
VOYA Investment Management
Georgia
$17.6M 240,452 +141,042 +142%
MIM
104
Miller Investment Management
Pennsylvania
$17.4M 238,437 -189 -0.1%
KOC
105
Koss-Olinger Consulting
Florida
$17.3M 236,713 -91 -0%
GP
106
Girard Partners
Pennsylvania
$17M 233,379 +11,457 +5%
Stifel Financial
107
Stifel Financial
Missouri
$16.8M 229,876 -10,606 -4%
RFC
108
Regions Financial Corp
Alabama
$16.7M 228,512 +9,136 +4%
GIA
109
Goodwin Investment Advisory
Georgia
$16M 218,987 +86,453 +65%
FFN
110
Focus Financial Network
Minnesota
$15.8M 215,805 +10,361 +5%
CI
111
Conning Inc
Connecticut
$15.6M 214,111 -21,290 -9%
NA
112
NewEdge Advisors
Louisiana
$15.6M 214,092 -64,387 -23%
WTC
113
WhitTier Trust Company
Nevada
$15.5M 211,807 -417 -0.2%
PA
114
PFW Advisors
Georgia
$15.1M 205,279 +205,279 New
Kayne Anderson Rudnick Investment Management
115
Kayne Anderson Rudnick Investment Management
California
$14.2M 194,644 -9,567 -5%
WC
116
Woodstock Corp
Massachusetts
$14.1M 193,459 -1,083 -0.6%
Mercer Global Advisors
117
Mercer Global Advisors
Colorado
$14.1M 192,732 +2,240 +1%
SCG
118
Sonata Capital Group
Washington
$13.7M 188,161 -2,163 -1%
TCB
119
Texas Capital Bancshares
Texas
$13.5M 184,545 +4,829 +3%
CA
120
Cetera Advisors
Colorado
$13.4M 182,848 -13,699 -7%
PFM
121
Patton Fund Management
Texas
$13.2M 181,322 -396 -0.2%
FCBT
122
First Citizens Bank & Trust
North Carolina
$13M 177,720 -31,474 -15%
CANC
123
Culbertson A N & Co
Virginia
$12.9M 176,204 +237 +0.1%
BA
124
Bristlecone Advisors
Washington
$12.8M 175,153 -1,119 -0.6%
PAG
125
Private Advisor Group
New Jersey
$12.6M 171,898 -8,743 -5%
3 4
5
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