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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 %
RSWM
151
Robertson Stephens Wealth Management
California
$9.27M -$978K -13,390 -10%
WTB
152
Washington Trust Bank
Washington
$9.1M -$10.6K -145 -0.1%
BC
153
Bartlett & Co
Ohio
$9.08M +$851K +11,650 +10%
BCWM
154
Bartlett & Co Wealth Management
Ohio
$9.07M +$851K +11,650 +10%
RJT
155
Raymond James Trust
Florida
$8.93M +$148K +2,030 +2%
FHA
156
First Horizon Advisors
Tennessee
$8.82M -$94.4K -1,293 -1%
UWPG
157
Ullmann Wealth Partners Group
Florida
$8.79M -$247K -3,380 -3%
SDWMA
158
Schneider Downs Wealth Management Advisors
Pennsylvania
$8.62M -$243K -3,329 -3%
CFA
159
Cahill Financial Advisors
Minnesota
$8.6M +$111K +1,519 +1%
BWA
160
Beam Wealth Advisors
Louisiana
$8.5M +$4.85M +66,428 +133%
CAM
161
Campion Asset Management
Virginia
$8.37M +$29.9K +410 +0.4%
WB
162
West Bancorporation
Iowa
$8.36M -$36.4K -499 -0.4%
HFG
163
Heron Financial Group
New York
$8.29M -$392K -5,369 -5%
ATPW
164
Ashton Thomas Private Wealth
Arizona
$8.25M +$811K +11,107 +11%
FSC
165
Full Sail Capital
Oklahoma
$8.05M -$913K -12,506 -10%
FNFDCM
166
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$8.04M -$68.8K -942 -0.8%
MNBTD
167
Moody National Bank Trust Division
Texas
$8.04M +$520K +7,119 +7%
SWP
168
Summit Wealth Partners
Florida
$8.04M -$99.8K -1,366 -1%
MWA
169
Moser Wealth Advisors
Washington
$7.94M +$7.94M +108,790 New
FNT
170
First National Trust
Pennsylvania
$7.93M -$154K -2,113 -2%
SC
171
Savant Capital
Illinois
$7.92M +$6.88M +94,202 +659%
SIG
172
Stonegate Investment Group
Alabama
$7.92M – – –
IC
173
IEQ Capital
California
$7.9M +$754K +10,321 +11%
9WM
174
9258 Wealth Management
Ohio
$7.72M +$210K +2,877 +3%
WW
175
Westshore Wealth
California
$7.49M -$51.6K -706 -0.7%
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7
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