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iShares Russell Mid-Cap ETF
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Overview Fund Activity

1,141 hedge funds and large institutions have $22.9B invested in iShares Russell Mid-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 340 increasing their positions, 411 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,141
Holders Change
+23
Holders Change %
+2.06%
% of All Funds
17.99%
Holding in Top 10
64
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.59%
% of All Funds
1.01%
New
80
Increased
340
Reduced
411
Closed
45
Calls
$16.1M
Puts
$1.68M
Net Calls
+$14.4M
Net Calls Change
+$4.63M

Top Buyers

1
US Bancorp
US Bancorp
Minnesota
$1.45B
2
Morgan Stanley
Morgan Stanley
New York
$551M
3
DWM
Dakota Wealth Management
Florida
$30.3M
4
MMA
Miracle Mile Advisors
California
$59M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$1.4B

Top Sellers

1
Wells Fargo
Wells Fargo
California
$2.62B
2
Baird Financial Group
Baird Financial Group
Wisconsin
$437M
3
FMI
Factory Mutual Insurance
Massachusetts
$84.8M
4
Ameriprise
Ameriprise
Minnesota
$245M
5
HNB
Huntington National Bank
Ohio
$40.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BF
126
BOK Financial
Oklahoma
$12.5M -$364K -4,986 -3%
BFS
127
Bradley Foster & Sargent
Connecticut
$12.2M -$400K -5,471 -3%
BNP Paribas Financial Markets
128
BNP Paribas Financial Markets
France
$11.8M -$159K -2,175 -1%
SFP
129
Strategic Financial Partners
Oregon
$11.6M -$1.6M -21,965 -12%
ONB
130
Old National Bancorp
Indiana
$11.5M -$111K -1,514 -1%
PG
131
Proffitt & Goodson
Tennessee
$11.3M -$32.9K -451 -0.3%
TAIM
132
TD Ameritrade Investment Management
Nebraska
$11.2M -$379K -5,191 -3%
CFO
133
Callan Family Office
Pennsylvania
$11.2M -$339K -4,645 -3%
SC
134
Steph & Co
Wisconsin
$11.1M -$1.95M -26,639 -15%
OCM
135
One Capital Management
California
$11.1M -$158K -2,159 -1%
SV
136
Starboard Value
New York
$11M – – –
BSW
137
Buckingham Strategic Wealth
Missouri
$10.9M -$679K -9,291 -6%
Cetera Investment Advisers
138
Cetera Investment Advisers
Illinois
$10.8M +$600K +8,213 +6%
PI
139
PFS Investments
Georgia
$10.4M -$2.3M -31,517 -18%
B
140
Bailard
California
$10.3M +$97.1K +1,330 +1%
CS
141
Comerica Securities
Michigan
$10.1M -$737K -10,098 -7%
WT
142
Whittier Trust
California
$9.91M -$165K -2,264 -2%
AWE
143
Avidian Wealth Enterprises
Texas
$9.83M +$55.6K +762 +0.6%
SWM
144
Shelton Wealth Management
Texas
$9.69M +$16.1K +220 +0.2%
CAM
145
Cresset Asset Management
Illinois
$9.59M +$5.24M +71,750 +120%
CA
146
Clearstead Advisors
Ohio
$9.53M -$207K -2,830 -2%
LWM
147
LJI Wealth Management
Indiana
$9.46M +$280K +3,838 +3%
BPA
148
Beacon Pointe Advisors
California
$9.45M -$88.8K -1,216 -0.9%
William Blair & Company
149
William Blair & Company
Illinois
$9.32M +$2.31M +31,689 +33%
LPAM
150
Lodestar Private Asset Management
California
$9.3M -$1.13M -15,468 -11%
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