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iShares Russell Mid-Cap ETF
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Overview Fund Activity

1,243 hedge funds and large institutions have $25.6B invested in iShares Russell Mid-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 171 funds opening new positions, 403 increasing their positions, 386 reducing their positions, and 48 closing their positions.

Holders
1,243
Holders Change
+105
Holders Change %
+9.23%
% of All Funds
18.23%
Holding in Top 10
64
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.23%
% of All Funds
0.94%
New
171
Increased
403
Reduced
386
Closed
48
Calls
$14.6M
Puts
$567K
Net Calls
+$14.1M
Net Calls Change
+$3.51M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.12B
2
Bank of America
2
Bank of America
North Carolina
$4.63B
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$606M
4
Ameriprise
4
Ameriprise
Minnesota
$367M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$1.59B

Top Sellers

1
Natixis Advisors
1
Natixis Advisors
Massachusetts
$38.4M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$79.2M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$1.11B
4
Wells Fargo
4
Wells Fargo
California
$2.69B
5
CA
5
Cetera Advisors
Colorado
$44.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
ANB
101
Amarillo National Bank
Texas
$21.2M +$4.12K +53 +0%
HFS
102
Hantz Financial Services
Michigan
$20.4M -$1.01M -12,931 -5%
BPA
103
Beacon Pointe Advisors
California
$19.8M +$4.85M +62,399 +32%
NA
104
NewEdge Advisors
Louisiana
$19.7M +$718K +9,304 +4%
BF
105
BOK Financial
Oklahoma
$19M +$5.07M +65,275 +36%
FFN
106
Focus Financial Network
Minnesota
$18.7M +$1.24M +15,957 +7%
Focus Partners Wealth
107
Focus Partners Wealth
Massachusetts
$18.7M +$18.7M +240,233 New
MIM
108
Miller Investment Management
Pennsylvania
$18.4M -$161K -2,075 -0.9%
GP
109
Girard Partners
Pennsylvania
$18.4M +$153K +1,965 +0.8%
TFA
110
Transamerica Financial Advisors
Florida
$18.2M -$1.4M -18,018 -7%
Stifel Financial
111
Stifel Financial
Missouri
$18.1M +$232K +2,990 +1%
LA
112
Legacy Advisors
Pennsylvania
$17.9M +$3.96M +50,958 +28%
RFC
113
Regions Financial Corp
Alabama
$17.8M +$500K +6,437 +3%
PA
114
PFW Advisors
Georgia
$16.4M +$395K +5,085 +2%
WTC
115
WhitTier Trust Company
Nevada
$16.1M -$11.7K -150 -0.1%
GIA
116
Goodwin Investment Advisory
Georgia
$15.9M -$1.47M -18,901 -8%
KOC
117
Koss-Olinger Consulting
Florida
$15.7M -$2.7M -34,759 -15%
SPWG
118
Sage Private Wealth Group
Illinois
$15.3M +$15.3M +196,263 New
TCB
119
Texas Capital Bancshares
Texas
$14.9M -$857K -11,019 -5%
CI
120
Conning Inc
Connecticut
$14.8M – – –
WC
121
Woodstock Corp
Massachusetts
$14.8M -$238K -3,065 -2%
SCG
122
Sonata Capital Group
Washington
$14.4M +$26.4K +339 +0.2%
Mercer Global Advisors
123
Mercer Global Advisors
Colorado
$14.3M -$611K -7,855 -4%
PAG
124
Private Advisor Group
New Jersey
$14M +$750K +9,647 +6%
BNP Paribas Financial Markets
125
BNP Paribas Financial Markets
France
$13.9M +$1.72M +22,081 +14%
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5
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