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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.

New
Increased
Maintained
Reduced
Closed
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
Wells Fargo
California
$2.64B
2
FMI
Factory Mutual Insurance
Massachusetts
$162M
3
Cerity Partners
Cerity Partners
New York
$38.4M
4
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$126M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$571M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$39.8M
2
Citigroup
Citigroup
New York
$24.8M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$1.07B
4
Ameriprise
Ameriprise
Minnesota
$282M
5
PCP
Proficio Capital Partners
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
176
Equitable Holdings
New York
$7.1M -$116K -1,719 -2%
FAM
177
Forte Asset Management
New York
$7.08M +$763K +11,316 +12%
FB
178
Fulton Bank
Pennsylvania
$6.91M +$1.4M +20,780 +25%
FMC
179
First Merchants Corp
Indiana
$6.73M -$123K -1,830 -2%
Financial Engines Advisors
180
Financial Engines Advisors
California
$6.7M +$1.64M +24,373 +32%
ACB
181
Aristotle Capital Boston
Massachusetts
$6.56M +$2.8M +41,470 +74%
9WM
182
9258 Wealth Management
Ohio
$6.52M +$1.74M +25,844 +37%
BRWA
183
B. Riley Wealth Advisors
Florida
$6.49M -$473K -7,006 -7%
IC
184
IEQ Capital
California
$6.46M +$74.5K +1,104 +1%
FA
185
Flagstar Advisors
New York
$6.45M -$128K -1,898 -2%
WW
186
Westshore Wealth
California
$6.43M +$253K +3,749 +4%
FA
187
FDx Advisors
Illinois
$6.35M +$164K +2,438 +3%
Brown Advisory
188
Brown Advisory
Maryland
$6.31M -$46.1K -683 -0.7%
ZIM
189
Zacks Investment Management
Illinois
$6.3M +$4.34M +64,290 +221%
MNBTD
190
Moody National Bank Trust Division
Texas
$6.22M +$260K +3,861 +4%
William Blair & Company
191
William Blair & Company
Illinois
$6.08M -$6K -89 -0.1%
ATPW
192
Ashton Thomas Private Wealth
Arizona
$6.04M -$282K -4,180 -4%
FWM
193
FFT Wealth Management
Pennsylvania
$5.98M – – –
GLA
194
Great Lakes Advisors
Illinois
$5.98M -$151K -2,232 -2%
BFG
195
Bleakley Financial Group
New Jersey
$5.94M +$5.94M +88,112 New
BC
196
Bricktown Capital
Michigan
$5.92M +$5.92M +87,825 New
RPC
197
Rossmore Private Capital
Connecticut
$5.9M -$86.4K -1,284 -1%
SIC
198
Salem Investment Counselors
North Carolina
$5.86M +$21.7K +322 +0.4%
LSPW
199
Lake Street Private Wealth
Illinois
$5.7M +$143K +2,122 +3%
FTS
200
Fifth Third Securities
Ohio
$5.52M -$163K -2,412 -3%
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