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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 %
DT
201
Daniels + Tansey
Delaware
$5.48M -$983K -14,568 -15%
TWM
202
Tolleson Wealth Management
Texas
$5.46M – – –
DW
203
Domani Wealth
Pennsylvania
$5.45M +$783K +11,605 +17%
VIA
204
Vantagepoint Investment Advisers
District of Columbia
$5.35M +$5.35M +79,300 New
WSFS
205
Wilmington Savings Fund Society
Delaware
$5.21M -$309K -4,578 -6%
OGF
206
Orin Green Financial
California
$5.11M -$199K -2,953 -4%
FNBT
207
FineMark National Bank & Trust
Florida
$5.03M -$98.3K -1,457 -2%
SBH
208
Segall Bryant & Hamill
Illinois
$5.03M +$81.4K +1,207 +2%
TPCW
209
TD Private Client Wealth
New York
$5.03M +$2.08M +30,884 +71%
SWA
210
Sutton Wealth Advisors
Florida
$4.94M +$471K +6,980 +11%
TTWM
211
TCV Trust & Wealth Management
Virginia
$4.86M -$92.4K -1,370 -2%
LFAS
212
Level Four Advisory Services
Texas
$4.86M +$211K +3,128 +5%
CCA
213
Conservest Capital Advisors
Pennsylvania
$4.8M +$4.8M +71,178 New
TLA
214
Tanglewood Legacy Advisors
Texas
$4.79M +$4.79M +71,038 New
CAM
215
Carret Asset Management
New York
$4.79M -$15.4K -228 -0.3%
BIS
216
BG Investment Services
Guam
$4.77M +$177K +2,625 +4%
GT
217
Glenmede Trust
Pennsylvania
$4.73M +$263K +3,901 +6%
TFCP
218
Twin Focus Capital Partners
Massachusetts
$4.65M -$174K -2,575 -4%
JF
219
JSF Financial
California
$4.65M +$335K +4,960 +8%
UCFA
220
United Capital Financial Advisors
Texas
$4.63M +$698K +10,350 +18%
TBWA
221
Three Bridge Wealth Advisors
California
$4.62M -$1.4M -20,770 -23%
CWM
222
Cahaba Wealth Management
Georgia
$4.62M +$117K +1,738 +3%
KAM
223
Knightsbridge Asset Management
California
$4.58M -$29.7K -440 -0.6%
Select Equity Group
224
Select Equity Group
New York
$4.58M +$4.23M +62,685 +1,211%
GT
225
Greenleaf Trust
Michigan
$4.55M +$764K +11,335 +20%
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