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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 %
FFS
1251
Founders Financial Securities
Maryland
– -$2.02M -29,143 Closed
YIH
1252
Y-Intercept (HK)
Hong Kong
– -$1.22M -17,567 Closed
SEM
1253
Strategic Equity Management
Arizona
– -$1.07M -15,419 Closed
CI
1254
CX Institutional
Indiana
– -$1.04M -14,974 Closed
Bank of Nova Scotia
1255
Bank of Nova Scotia
Ontario, Canada
– -$912K -13,172 Closed
DI
1256
DAGCO Inc
Ohio
– -$4M -12,781 Closed
SSA
1257
Schonfeld Strategic Advisors
New York
– -$748K -10,808 Closed
ARC
1258
Advisor Resource Council
Texas
– -$691K -9,976 Closed
VA
1259
Vident Advisory
Georgia
– -$503K -7,258 Closed
FWA
1260
FOCUS Wealth Advisors
Texas
– -$475K -6,861 Closed
BMCM
1261
Bryn Mawr Capital Management
Pennsylvania
– -$474K -6,846 Closed
KWM
1262
Keebeck Wealth Management
Illinois
– -$475K -6,830 Closed
SCP
1263
Syntal Capital Partners
Texas
– -$448K -6,432 Closed
CL
1264
CIM LLC
New York
– -$444K -6,416 Closed
CW
1265
CIC Wealth
Maryland
– -$326K -4,707 Closed
TSS
1266
Two Sigma Securities
New York
– -$310K -4,476 Closed
NP
1267
Nilsine Partners
Colorado
– -$278K -4,013 Closed
PTP
1268
Platform Technology Partners
New York
– -$263K -3,800 Closed
OA
1269
Oxbow Advisors
Texas
– -$251K -3,620 Closed
SFO
1270
Stokes Family Office
Louisiana
– -$249K -3,601 Closed
WWP
1271
Waypoint Wealth Partners
California
– -$210K -3,033 Closed
MFA
1272
Mayflower Financial Advisors
Massachusetts
– -$202K -2,916 Closed
PI
1273
Pettee Investors
Connecticut
– -$201K -2,900 Closed
Legacy Financial Group (Iowa)
1274
Legacy Financial Group (Iowa)
Iowa
– -$121K -1,743 Closed
SR
1275
Syntax Research
Florida
– -$116K -1,678 Closed
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