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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 %
CT
201
Coastline Trust
Rhode Island
$5.46M +$591K +7,572 +12%
DW
202
Domani Wealth
Pennsylvania
$5.41M -$9.13K -117 -0.2%
LFAS
203
Level Four Advisory Services
Texas
$5.39M -$77.7K -995 -1%
Fiera Capital (Canada)
204
Fiera Capital (Canada)
Quebec, Canada
$5.39M -$953K -12,209 -15%
BIS
205
BG Investment Services
Guam
$5.31M -$1.69M -21,678 -24%
AIM
206
Acropolis Investment Management
Missouri
$5.2M -$105K -1,344 -2%
AI
207
Atria Investments
North Carolina
$5.12M +$2.36M +30,271 +86%
CHC
208
City Holding Co
West Virginia
$5.07M -$6.63K -85 -0.1%
CWP
209
CFM Wealth Partners
Texas
$5.06M -$325K -4,167 -6%
TMWM
210
Taylor & Morgan Wealth Management
Michigan
$5.05M +$1.19M +15,229 +31%
WIC
211
Whitegate Investment Counselors
New Hampshire
$5.01M +$349K +4,471 +7%
ACB
212
Aristotle Capital Boston
Massachusetts
$5.01M +$8.19K +105 +0.2%
SSB
213
Sandy Spring Bank
Maryland
$4.94M -$80.7K -1,034 -2%
BCM
214
BTC Capital Management
Iowa
$4.89M +$84.8K +1,087 +2%
CAM
215
Cresset Asset Management
Illinois
$4.74M -$139K -1,783 -3%
CWM
216
Cahaba Wealth Management
Georgia
$4.72M +$24.5K +341 +0.5%
MIAN
217
Mariner Independent Advisor Network
Kansas
$4.7M +$1.85M +23,709 +65%
SWA
218
Sutton Wealth Advisors
Florida
$4.65M +$364K +4,664 +8%
ST
219
Sabal Trust
Florida
$4.57M -$3.9K -50 -0.1%
BIM
220
Bridges Investment Management
Nebraska
$4.45M -$153K -1,958 -3%
NEPWA
221
New England Private Wealth Advisors
Massachusetts
$4.41M +$12.2K +156 +0.3%
WB
222
WesBanco Bank
West Virginia
$4.37M +$117K +1,493 +3%
NAM
223
NTV Asset Management
West Virginia
$4.37M +$150K +1,920 +4%
ELI
224
Empire Life Investments
Ontario, Canada
$4.35M -$976K -12,500 -18%
SFG
225
Sunburst Financial Group
Alabama
$4.34M -$1.25K -16 -0%
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