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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.

New
Increased
Maintained
Reduced
Closed
Holders
1,243
Holders Change
+105
Holders Change %
+9.23%
% of All Funds
18.22%
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
Morgan Stanley
New York
$1.12B
2
Bank of America
Bank of America
North Carolina
$4.63B
3
Baird Financial Group
Baird Financial Group
Wisconsin
$606M
4
Ameriprise
Ameriprise
Minnesota
$367M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$1.59B

Top Sellers

1
Natixis Advisors
Natixis Advisors
Massachusetts
$38.4M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$79.2M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$1.11B
4
Wells Fargo
Wells Fargo
California
$2.69B
5
CA
Cetera Advisors
Colorado
$44.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFC
1226
SYM Financial Corp
Indiana
$9.2K +$1.56K +20 +20%
EWM
1227
EPG Wealth Management
Georgia
$9.08K -$233 -3 -3%
LOIP
1228
Live Oak Investment Partners
Texas
$7.62K -$6.51K – –
EBA
1229
Eagle Bay Advisors
New York
$7.54K -$59.2K -762 -89%
AWM
1230
Aspire Wealth Management
Massachusetts
$6.3K – – –
PBK
1231
Peoples Bank (Kansas)
Kansas
$5.52K +$5.52K +71 New
OP
1232
ORG Partners
Indiana
$5.21K +$5.21K +67 New
SRCM
1233
Signature Resources Capital Management
California
$4.74K +$4.74K +61 New
IPW
1234
Impact Partnership Wealth
Georgia
$4.66K -$2.64K -34 -36%
CJ
1235
Caitlin John
Michigan
$4.35K +$4.35K +56 New
HFM
1236
Hartford Financial Management
Connecticut
$3.89K – – –
BFA
1237
BBJS Financial Advisors
Washington
$3.11K – – –
AWM
1238
Abound Wealth Management
Tennessee
$3.03K – – –
CP
1239
Castleview Partners
Texas
$2.44K +$2.44K +31 New
AssetMark Inc
1240
AssetMark Inc
California
$2.33K -$13.8K -178 -86%
CSWG
1241
Cardinal Strategic Wealth Guidance
Kentucky
$2.25K – – –
KFS
1242
Kelly Financial Services
Massachusetts
$1.01K – – –
RFG
1243
REAP Financial Group
Texas
$855 +$855 +11 New
TAM
1244
Tucker Asset Management
Colorado
$155 +$155 +2 New
PLU
1245
Performa Ltd (US)
South Carolina
$78 – – –
BGDI
1246
BW Gestao de Investimentos
Brazil
– -$28.2M -406,850 Closed
SBH
1247
Segall Bryant & Hamill
Illinois
– -$5.41M -78,147 Closed
Renaissance Technologies
1248
Renaissance Technologies
New York
– -$2.45M -35,300 Closed
HI
1249
Horizon Investments
North Carolina
– -$2.25M -32,500 Closed
HF
1250
HRT Financial
New York
– -$2.14M -30,874 Closed
48 49
50
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