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iShares Russell Mid-Cap ETF
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Overview Fund Activity

1,118 hedge funds and large institutions have $22.3B invested in iShares Russell Mid-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 333 increasing their positions, 406 reducing their positions, and 68 closing their positions.

Holders
1,118
Holders Change
-19
Holders Change %
-1.67%
% of All Funds
17.9%
Holding in Top 10
63
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.08%
% of All Funds
1.01%
New
78
Increased
333
Reduced
406
Closed
68
Calls
$11.5M
Puts
$1.78M
Net Calls
+$9.75M
Net Calls Change
+$7.75M

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.32B
2
PCIG
2
Partners Capital Investment Group
Massachusetts
$26.6M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$517M
4
ICMARC
4
International City Management Association Retirement Corp
District of Columbia
$49.1M
5
PCP
5
Proficio Capital Partners
Massachusetts
$15.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$4.01B
2
Wells Fargo
2
Wells Fargo
California
$2.67B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$560M
4
Morgan Stanley
4
Morgan Stanley
New York
$473M
5
FMI
5
Factory Mutual Insurance
Massachusetts
$147M
Name Market Value Shares Shares
Change 		Shares
Change %
BFS
126
Bradley Foster & Sargent
Connecticut
$12.1M 172,728 -2,315 -1%
PI
127
PFS Investments
Georgia
$11.9M 173,261 +30,471 +21%
BNP Paribas Financial Markets
128
BNP Paribas Financial Markets
France
$11.5M 163,979 +2,633 +2%
TAIM
129
TD Ameritrade Investment Management
Nebraska
$11.1M 159,052 -7,018 -4%
ONB
130
Old National Bancorp
Indiana
$11.1M 158,345 -3,046 -2%
CFO
131
Callan Family Office
Pennsylvania
$11M 157,438 +23,400 +17%
PG
132
Proffitt & Goodson
Tennessee
$10.9M 155,793 -1,713 -1%
OCM
133
One Capital Management
California
$10.8M 153,806 +1,411 +0.9%
BSW
134
Buckingham Strategic Wealth
Missouri
$10.7M 158,059 – –
SV
135
Starboard Value
New York
$10.5M 150,000 – –
CS
136
Comerica Securities
Michigan
$10.4M 148,962 -5,001 -3%
LPAM
137
Lodestar Private Asset Management
California
$9.99M 142,850 -6,333 -4%
RSWM
138
Robertson Stephens Wealth Management
California
$9.82M 140,379 -44,201 -24%
BWFA
139
Baltimore-Washington Financial Advisors
Maryland
$9.8M 140,208 -4,162 -3%
Cetera Investment Advisers
140
Cetera Investment Advisers
Illinois
$9.77M 139,701 +11,623 +9%
B
141
Bailard
California
$9.74M 139,253 -1,786 -1%
WT
142
Whittier Trust
California
$9.65M 137,956 +2,869 +2%
AWE
143
Avidian Wealth Enterprises
Texas
$9.36M 133,827 +9,023 +7%
CA
144
Clearstead Advisors
Ohio
$9.32M 133,358 -1,141 -0.8%
GIA
145
Goodwin Investment Advisory
Georgia
$9.27M 132,534 +4,606 +4%
SWM
146
Shelton Wealth Management
Texas
$9.26M 132,483 -18,259 -12%
BPA
147
Beacon Pointe Advisors
California
$9.13M 130,562 +1,613 +1%
EWA
148
EP Wealth Advisors
California
$9.08M 99,748 +77,779 +354%
LWM
149
LJI Wealth Management
Indiana
$8.79M 125,687 +5,977 +5%
WTB
150
Washington Trust Bank
Washington
$8.73M 124,811 +670 +0.5%
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