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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.

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

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$515M
2
Ameriprise
Ameriprise
Minnesota
$319M
3
HNB
Huntington National Bank
Ohio
$46.7M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$1.32B
5
TF
TIAA FSB
Florida
$520M
Name Holding Trade Value Shares
Change 		Shares
Change %
UWPG
151
Ullmann Wealth Partners Group
Florida
$8.68M +$590K +7,554 +7%
HFG
152
Heron Financial Group
New York
$8.43M +$239K +3,064 +3%
BJL
153
Brighton Jones LLC
Washington
$8.41M +$93.5K +1,198 +1%
FMC
154
First Merchants Corp
Indiana
$8.31M +$147K +1,889 +2%
FA
155
Flagstar Advisors
New York
$8.25M -$223K -2,856 -3%
DT
156
Daniels + Tansey
Delaware
$8.25M +$37.5K +480 +0.5%
FHA
157
First Horizon Advisors
Tennessee
$8.18M -$331K -4,242 -4%
FA
158
FDx Advisors
Illinois
$8.15M -$416K -5,333 -5%
ONB
159
Old National Bancorp
Indiana
$8.14M -$298K -3,818 -4%
MCIA
160
Mountain Capital Investment Advisors
Colorado
$8.05M +$8.05M +105,435 New
Cerity Partners
161
Cerity Partners
New York
$7.97M -$2.14M -27,381 -21%
AWE
162
Avidian Wealth Enterprises
Texas
$7.89M +$600K +7,683 +8%
JF
163
JSF Financial
California
$7.78M -$19.6M -250,742 -72%
Mercer Global Advisors
164
Mercer Global Advisors
Colorado
$7.74M -$1.79M -22,916 -19%
IC
165
IEQ Capital
California
$7.62M -$154K -1,967 -2%
GLA
166
Great Lakes Advisors
Illinois
$7.57M -$4.67M -59,838 -38%
ATPW
167
Ashton Thomas Private Wealth
Arizona
$7.45M +$1.38M +17,736 +23%
LGA
168
Lebenthal Global Advisors
New York
$7.43M +$2.16M +27,660 +41%
SDWMA
169
Schneider Downs Wealth Management Advisors
Pennsylvania
$7.39M -$19K -244 -0.3%
BC
170
Bartlett & Co
Ohio
$7.26M +$135K +1,733 +2%
BCWM
171
Bartlett & Co Wealth Management
Ohio
$7.26M +$135K +1,733 +2%
HCC
172
Hirtle Callaghan & Co
Pennsylvania
$7.14M +$2.14M +27,378 +43%
EH
173
Equitable Holdings
New York
$7.07M +$18.1K +232 +0.3%
WSFS
174
Wilmington Savings Fund Society
Delaware
$7.03M +$158K +2,023 +2%
FWM
175
FFT Wealth Management
Pennsylvania
$6.87M -$6.22M -79,717 -48%
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