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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 Market Value Shares Shares
Change 		Shares
Change %
CFO
151
Callan Family Office
Pennsylvania
$9.04M 134,038 +134,038 New
BPA
152
Beacon Pointe Advisors
California
$8.7M 128,949 +27,922 +28%
Cetera Investment Advisers
153
Cetera Investment Advisers
Illinois
$8.64M 128,078 -19,088 -13%
GIA
154
Goodwin Investment Advisory
Georgia
$8.63M 127,928 +127,675 +50,464%
SQA
155
Simon Quick Advisors
New Jersey
$8.43M 125,009 -23,508 -16%
AWE
156
Avidian Wealth Enterprises
Texas
$8.42M 124,804 -2,357 -2%
WTB
157
Washington Trust Bank
Washington
$8.37M 124,141 +430 +0.3%
UWPG
158
Ullmann Wealth Partners Group
Florida
$8.36M 123,896 +1,565 +1%
HSA
159
HBK Sorce Advisory
Pennsylvania
$8.26M 122,514 +74,861 +157%
SDWMA
160
Schneider Downs Wealth Management Advisors
Pennsylvania
$8.25M 122,330 +13,426 +12%
LWM
161
LJI Wealth Management
Indiana
$8.07M 119,710 +119,710 New
RJT
162
Raymond James Trust
Florida
$7.95M 117,903 +1,495 +1%
MCIA
163
Mountain Capital Investment Advisors
Colorado
$7.79M 111,699 +2,009 +2%
SWP
164
Summit Wealth Partners
Florida
$7.77M 115,197 -2,173 -2%
CAM
165
Campion Asset Management
Virginia
$7.73M 114,659 -6,749 -6%
CFA
166
Cahill Financial Advisors
Minnesota
$7.68M 113,791 +2,614 +2%
WB
167
West Bancorporation
Iowa
$7.64M 113,302 -6,539 -5%
MWA
168
Moser Wealth Advisors
Washington
$7.6M 112,636 -1,307 -1%
FNFDCM
169
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$7.54M 111,705 -70 -0.1%
FNT
170
First National Trust
Pennsylvania
$7.3M 108,288 +3,927 +4%
HFG
171
Heron Financial Group
New York
$7.19M 106,664 -19,939 -16%
BCWM
172
Bartlett & Co Wealth Management
Ohio
$7.19M 106,559 +7,073 +7%
BC
173
Bartlett & Co
Ohio
$7.19M 106,559 +7,073 +7%
BJL
174
Brighton Jones LLC
Washington
$7.15M 105,975 -1,748 -2%
SIG
175
Stonegate Investment Group
Alabama
$7.14M 105,880 – –
5 6
7
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