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iShares Russell Mid-Cap ETF
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Overview Fund Activity

1,118 hedge funds and large institutions have $22.3B invested in iShares Russell Mid-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 333 increasing their positions, 406 reducing their positions, and 68 closing their positions.

Holders
1,118
Holders Change
-19
Holders Change %
-1.67%
% of All Funds
17.9%
Holding in Top 10
63
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.08%
% of All Funds
1.01%
New
78
Increased
333
Reduced
406
Closed
68
Calls
$11.5M
Puts
$1.78M
Net Calls
+$9.75M
Net Calls Change
+$7.75M

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.32B
2
PCIG
2
Partners Capital Investment Group
Massachusetts
$26.6M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$517M
4
ICMARC
4
International City Management Association Retirement Corp
District of Columbia
$49.1M
5
PCP
5
Proficio Capital Partners
Massachusetts
$15.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$4.01B
2
Wells Fargo
2
Wells Fargo
California
$2.67B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$560M
4
Morgan Stanley
4
Morgan Stanley
New York
$473M
5
FMI
5
Factory Mutual Insurance
Massachusetts
$147M
Name Market Value Shares Shares
Change 		Shares
Change %
ACB
176
Aristotle Capital Boston
Massachusetts
$7.05M 100,811 +3,555 +4%
VOYA Investment Management
177
VOYA Investment Management
Georgia
$6.95M 99,410 +45,739 +85%
SS
178
Simplicity Solutions
Minnesota
$6.9M 98,623 +84,195 +584%
IC
179
IEQ Capital
California
$6.84M 97,800 +2,033 +2%
FAM
180
Forte Asset Management
New York
$6.83M 97,613 -7,349 -7%
FMC
181
First Merchants Corp
Indiana
$6.82M 97,555 -2,191 -2%
William Blair & Company
182
William Blair & Company
Illinois
$6.7M 95,892 +5,782 +6%
BRWA
183
B. Riley Wealth Advisors
Florida
$6.68M 95,577 -619 -0.6%
EW
184
Evoke Wealth
California
$6.68M 95,489 -53,579 -36%
DW
185
Domani Wealth
Pennsylvania
$6.5M 92,949 +12,213 +15%
FA
186
FDx Advisors
Illinois
$6.35M 94,120 – –
GLA
187
Great Lakes Advisors
Illinois
$6.25M 89,367 +744 +0.8%
FA
188
Flagstar Advisors
New York
$6.23M 89,061 -6,595 -7%
LSPW
189
Lake Street Private Wealth
Illinois
$6.21M 88,785 +4,312 +5%
FWM
190
FFT Wealth Management
Pennsylvania
$6.17M 88,277 -347 -0.4%
BC
191
Bricktown Capital
Michigan
$6.14M 87,825 – –
BFG
192
Bleakley Financial Group
New Jersey
$6.09M 87,141 -971 -1%
RPC
193
Rossmore Private Capital
Connecticut
$6.04M 86,402 -1,165 -1%
SIC
194
Salem Investment Counselors
North Carolina
$6.02M 86,155 -669 -0.8%
VCA
195
Verdence Capital Advisors
Maryland
$5.93M 84,784 -101,435 -54%
Jane Street
196
Jane Street
New York
$5.93M 84,777 +67,792 +399%
GT
197
Glenmede Trust
Pennsylvania
$5.8M 83,003 +12,924 +18%
FTS
198
Fifth Third Securities
Ohio
$5.8M 82,940 +1,131 +1%
JFGIW
199
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.74M 82,111 -134,541 -62%
DT
200
Daniels + Tansey
Delaware
$5.67M 81,062 -220 -0.3%
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