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iShares Russell Mid-Cap ETF
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Overview Fund Activity

1,137 hedge funds and large institutions have $21.9B invested in iShares Russell Mid-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 389 increasing their positions, 352 reducing their positions, and 48 closing their positions.

Holders
1,137
Holders Change
+80
Holders Change %
+7.57%
% of All Funds
18.34%
Holding in Top 10
65
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.84%
% of All Funds
1.05%
New
148
Increased
389
Reduced
352
Closed
48
Calls
$5.05M
Puts
$3.04M
Net Calls
+$2M
Net Calls Change
-$5.13M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$2.64B
2
FMI
2
Factory Mutual Insurance
Massachusetts
$162M
3
Cerity Partners
3
Cerity Partners
New York
$38.4M
4
CIBC Private Wealth Group
4
CIBC Private Wealth Group
Georgia
$126M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$571M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$39.8M
2
Citigroup
2
Citigroup
New York
$24.8M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$1.07B
4
Ameriprise
4
Ameriprise
Minnesota
$282M
5
PCP
5
Proficio Capital Partners
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
126
Steph & Co
Wisconsin
$12.7M -$337K -5,002 -3%
VCA
127
Verdence Capital Advisors
Maryland
$12.6M +$6.5M +96,385 +107%
RSWM
128
Robertson Stephens Wealth Management
California
$12.4M -$1.62M -23,982 -11%
BA
129
Bristlecone Advisors
Washington
$12.1M -$238K -3,523 -2%
CANC
130
Culbertson A N & Co
Virginia
$11.9M -$10.5K -155 -0.1%
BFS
131
Bradley Foster & Sargent
Connecticut
$11.8M +$171K +2,538 +1%
PFM
132
Patton Fund Management
Texas
$11.4M -$814K -12,073 -7%
TAIM
133
TD Ameritrade Investment Management
Nebraska
$11.2M -$647K -9,592 -5%
ONB
134
Old National Bancorp
Indiana
$10.9M +$58.5K +868 +0.5%
BNP Paribas Financial Markets
135
BNP Paribas Financial Markets
France
$10.9M +$1.58M +23,383 +17%
BSW
136
Buckingham Strategic Wealth
Missouri
$10.7M -$90.5K -1,342 -0.8%
PG
137
Proffitt & Goodson
Tennessee
$10.6M -$243K -3,605 -2%
CS
138
Comerica Securities
Michigan
$10.4M +$288K +4,267 +3%
OCM
139
One Capital Management
California
$10.3M +$141K +2,090 +1%
SWM
140
Shelton Wealth Management
Texas
$10.2M -$556K -8,237 -5%
SV
141
Starboard Value
New York
$10.1M +$10.1M +150,000 New
LPAM
142
Lodestar Private Asset Management
California
$10.1M +$10.1M +149,183 New
EW
143
Evoke Wealth
California
$10.1M +$8.88M +131,608 +754%
BWFA
144
Baltimore-Washington Financial Advisors
Maryland
$9.74M -$289K -4,287 -3%
PI
145
PFS Investments
Georgia
$9.63M +$2.44M +36,169 +34%
B
146
Bailard
California
$9.51M -$277K -4,107 -3%
FSC
147
Full Sail Capital
Oklahoma
$9.24M -$3.01M -44,641 -25%
FHA
148
First Horizon Advisors
Tennessee
$9.17M +$601K +8,905 +7%
WT
149
Whittier Trust
California
$9.11M +$152K +2,253 +2%
CA
150
Clearstead Advisors
Ohio
$9.07M -$138K -2,050 -2%
4 5
6
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