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iShares Russell Mid-Cap ETF
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Overview Fund Activity

1,125 hedge funds and large institutions have $24.1B invested in iShares Russell Mid-Cap ETF in 2022 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 409 increasing their positions, 352 reducing their positions, and 78 closing their positions.

Holders
1,125
Holders Change
-8
Holders Change %
-0.71%
% of All Funds
17.8%
Holding in Top 10
63
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.56%
% of All Funds
1%
New
83
Increased
409
Reduced
352
Closed
78
Calls
$9.3M
Puts
$2.27M
Net Calls
+$7.03M
Net Calls Change
-$6.78M

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$992M
2
Wells Fargo
2
Wells Fargo
California
$3.02B
3
US Bancorp
3
US Bancorp
Minnesota
$1.5B
4
EB
4
Eastern Bank
Massachusetts
$38.5M
5
FMI
5
Factory Mutual Insurance
Massachusetts
$60.1M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$515M
2
Ameriprise
2
Ameriprise
Minnesota
$319M
3
HNB
3
Huntington National Bank
Ohio
$46.7M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$1.32B
5
TF
5
TIAA FSB
Florida
$520M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
126
Realta Investment Advisors
Delaware
$13.3M +$13.3M +170,741 New
SCG
127
Sonata Capital Group
Washington
$13.3M +$1.6M +20,546 +14%
BFS
128
Bradley Foster & Sargent
Connecticut
$13M +$6.63M +84,950 +105%
NA
129
NewEdge Advisors
Louisiana
$12.6M -$21.7M -277,907 -63%
OCM
130
One Capital Management
California
$12.4M +$8.94M +114,559 +261%
Cetera Investment Advisers
131
Cetera Investment Advisers
Illinois
$12.3M +$35.7K +457 +0.3%
SWM
132
Shelton Wealth Management
Texas
$12.1M +$1.28M +16,457 +12%
CS
133
Comerica Securities
Michigan
$11.8M +$156K +2,003 +1%
SC
134
Steph & Co
Wisconsin
$11.6M +$285K +3,652 +3%
PPA
135
Parametric Portfolio Associates
Washington
$11.3M +$1.36M +17,490 +14%
B
136
Bailard
California
$11.1M -$922K -11,817 -8%
CWAG
137
Compton Wealth Advisory Group
Virginia
$11.1M +$840K +10,762 +8%
SWP
138
Summit Wealth Partners
Florida
$10.9M -$1M -12,870 -8%
BNP Paribas Financial Markets
139
BNP Paribas Financial Markets
France
$10.9M -$487K -6,244 -4%
CA
140
Clearstead Advisors
Ohio
$10.6M -$152K -1,942 -1%
BWFA
141
Baltimore-Washington Financial Advisors
Maryland
$10.6M -$257K -3,471 -2%
FSC
142
Full Sail Capital
Oklahoma
$10.5M -$30K -385 -0.3%
CAM
143
Campion Asset Management
Virginia
$10.2M -$74.4K -953 -0.7%
WTB
144
Washington Trust Bank
Washington
$9.65M – – –
MWA
145
Moser Wealth Advisors
Washington
$9.16M -$163K -2,094 -2%
BPA
146
Beacon Pointe Advisors
California
$9.11M +$4.07M +52,092 +81%
RJT
147
Raymond James Trust
Florida
$8.77M -$337K -4,321 -4%
FNFDCM
148
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$8.76M -$28.5K -365 -0.3%
SMH
149
Sanders Morris Harris
Texas
$8.74M +$8.74M +111,994 New
WB
150
West Bancorporation
Iowa
$8.69M +$29.9K +383 +0.3%
4 5
6
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