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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 %
LA
176
Legacy Advisors
Pennsylvania
$7.47M +$6.84M +93,667 +1,080%
BJL
177
Brighton Jones LLC
Washington
$7.42M -$195K -2,665 -3%
FB
178
Fulton Bank
Pennsylvania
$7.4M -$243K -3,334 -3%
EH
179
Equitable Holdings
New York
$7.37M -$220K -3,014 -3%
DT
180
Diversified Trust
Tennessee
$7.13M +$2.07M +28,276 +41%
SQA
181
Simon Quick Advisors
New Jersey
$7.03M -$778K -10,654 -10%
FMC
182
First Merchants Corp
Indiana
$6.97M -$157K -2,156 -2%
EW
183
Evoke Wealth
California
$6.85M -$123K -1,687 -2%
SS
184
Simplicity Solutions
Minnesota
$6.84M -$360K -4,933 -5%
Lido Advisors
185
Lido Advisors
California
$6.84M +$5.4M +73,880 +374%
TMWM
186
Taylor & Morgan Wealth Management
Michigan
$6.84M +$1.44M +19,725 +27%
LSPW
187
Lake Street Private Wealth
Illinois
$6.76M +$271K +3,712 +4%
MGIA
188
Moneta Group Investment Advisors
Missouri
$6.5M +$4.31M +59,042 +197%
FWM
189
FFT Wealth Management
Pennsylvania
$6.45M – – –
BRWA
190
B. Riley Wealth Advisors
Florida
$6.44M -$538K -7,371 -8%
GLA
191
Great Lakes Advisors
Illinois
$6.42M -$102K -1,399 -2%
BC
192
Bricktown Capital
Michigan
$6.41M – – –
FAM
193
Forte Asset Management
New York
$6.39M -$736K -10,083 -10%
BWFA
194
Baltimore-Washington Financial Advisors
Maryland
$6.38M -$3.86M -52,788 -38%
BFG
195
Bleakley Financial Group
New Jersey
$6.33M -$37.5K -513 -0.6%
FA
196
FDx Advisors
Illinois
$6.25M -$619K -8,478 -9%
SIC
197
Salem Investment Counselors
North Carolina
$6.24M -$51.1K -700 -0.8%
RPC
198
Rossmore Private Capital
Connecticut
$6.2M -$111K -1,521 -2%
FTS
199
Fifth Third Securities
Ohio
$6.03M -$26.5K -363 -0.4%
CTC
200
Central Trust Company
Missouri
$5.87M +$4.94M +67,590 +530%
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