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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 %
SIC
176
Salem Investment Counselors
North Carolina
$6.79M +$310K +3,975 +5%
FB
177
Fulton Bank
Pennsylvania
$6.53M +$64.8K +831 +1%
FC
178
Ferris Capital
Massachusetts
$6.5M – – –
VCA
179
Verdence Capital Advisors
Maryland
$6.41M -$1.58M -20,203 -20%
TWM
180
Tolleson Wealth Management
Texas
$6.4M -$186K -2,387 -3%
William Blair & Company
181
William Blair & Company
Illinois
$6.36M +$261K +3,341 +4%
LSPW
182
Lake Street Private Wealth
Illinois
$6.31M -$90.3K -1,157 -1%
CFA
183
Cahill Financial Advisors
Minnesota
$6.24M -$40.3K -516 -0.6%
WW
184
Westshore Wealth
California
$6.2M +$707K +9,064 +13%
OGF
185
Orin Green Financial
California
$6.17M +$56.6K +725 +0.9%
DI
186
DAGCO Inc
Ohio
$6.15M +$213K +2,738 +4%
WT
187
Whittier Trust
California
$6.09M -$6.63K -85 -0.1%
BRWM
188
B. Riley Wealth Management
Tennessee
$6.08M -$137K -1,759 -2%
TTWM
189
TCV Trust & Wealth Management
Virginia
$6.05M -$195K -2,493 -3%
FNBT
190
FineMark National Bank & Trust
Florida
$6.02M -$153K -1,962 -2%
RPC
191
Rossmore Private Capital
Connecticut
$5.99M +$62.9K +806 +1%
SBH
192
Segall Bryant & Hamill
Illinois
$5.93M +$5.93M +76,034 New
BP
193
Ballentine Partners
Massachusetts
$5.77M +$47.1K +604 +0.8%
RhumbLine Advisers
194
RhumbLine Advisers
Massachusetts
$5.74M +$3.67M +47,009 +177%
CWM
195
Chesapeake Wealth Management
Virginia
$5.73M -$206K -2,637 -3%
CCA
196
Conservest Capital Advisors
Pennsylvania
$5.6M -$120K -1,532 -2%
TFCP
197
Twin Focus Capital Partners
Massachusetts
$5.57M +$42.2K +541 +0.8%
TBWA
198
Three Bridge Wealth Advisors
California
$5.53M +$5.53M +70,811 New
PSUF
199
People's United Financial
Connecticut
$5.49M -$7.1M -90,982 -56%
CAM
200
Carret Asset Management
New York
$5.47M +$96.2K +1,232 +2%
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