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iShares Russell Mid-Cap ETF
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Overview Fund Activity

1,075 hedge funds and large institutions have $20.5B invested in iShares Russell Mid-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 390 increasing their positions, 344 reducing their positions, and 101 closing their positions.

Holders
1,075
Holders Change
-50
Holders Change %
-4.44%
% of All Funds
18.18%
Holding in Top 10
61
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.17%
% of All Funds
1.03%
New
66
Increased
390
Reduced
344
Closed
101
Calls
$6.44M
Puts
$623K
Net Calls
+$5.82M
Net Calls Change
-$1.21M

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.2B
2
Wells Fargo
2
Wells Fargo
California
$2.57B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$196M
4
Bank of America
4
Bank of America
North Carolina
$3.81B
5
LPL Financial
5
LPL Financial
California
$158M

Top Sellers

1
AWA
1
Aaron Wealth Advisors
Illinois
$1.78M
2
UBS Group
2
UBS Group
Switzerland
$340M
3
Stifel Financial
3
Stifel Financial
Missouri
$17.7M
4
US Bancorp
4
US Bancorp
Minnesota
$1.21B
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$1.06B
Name Market Value Shares Shares
Change 		Shares
Change %
William Blair & Company
176
William Blair & Company
Illinois
$5.8M 89,715 +8,170 +10%
VCA
177
Verdence Capital Advisors
Maryland
$5.78M 89,427 +7,317 +9%
JF
178
JSF Financial
California
$5.78M 89,394 -10,263 -10%
TBWA
179
Three Bridge Wealth Advisors
California
$5.76M 89,026 +18,215 +26%
FWM
180
FFT Wealth Management
Pennsylvania
$5.69M 88,003 – –
SIC
181
Salem Investment Counselors
North Carolina
$5.61M 86,802 -214 -0.2%
WW
182
Westshore Wealth
California
$5.51M 85,279 +5,815 +7%
CFA
183
Cahill Financial Advisors
Minnesota
$5.51M 85,150 +5,224 +7%
RPC
184
Rossmore Private Capital
Connecticut
$5.45M 84,319 +7,551 +10%
WSFS
185
Wilmington Savings Fund Society
Delaware
$5.34M 82,662 -7,368 -8%
FB
186
Fulton Bank
Pennsylvania
$5.3M 82,029 -1,655 -2%
TWM
187
Tolleson Wealth Management
Texas
$5.3M 81,989 – –
LSPW
188
Lake Street Private Wealth
Illinois
$5.27M 81,426 +513 +0.6%
OGF
189
Orin Green Financial
California
$5.21M 79,476 +423 +0.5%
SBH
190
Segall Bryant & Hamill
Illinois
$5.06M 78,279 +2,245 +3%
HCC
191
Hirtle Callaghan & Co
Pennsylvania
$5.04M 77,899 -13,549 -15%
FTS
192
Fifth Third Securities
Ohio
$5M 77,285 +77,285 New
DI
193
DAGCO Inc
Ohio
$4.98M 77,035 -1,898 -2%
FNBT
194
FineMark National Bank & Trust
Florida
$4.94M 76,438 -665 -0.9%
TTWM
195
TCV Trust & Wealth Management
Virginia
$4.93M 76,258 -1,295 -2%
BP
196
Ballentine Partners
Massachusetts
$4.78M 73,932 – –
CWAG
197
Compton Wealth Advisory Group
Virginia
$4.74M 73,331 -68,926 -48%
CWM
198
Chesapeake Wealth Management
Virginia
$4.72M 72,943 -507 -0.7%
TFCP
199
Twin Focus Capital Partners
Massachusetts
$4.66M 72,104 +800 +1%
CAM
200
Carret Asset Management
New York
$4.64M 71,752 +1,613 +2%
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