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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 %
TWM
201
Tolleson Wealth Management
Texas
$5.61M 80,290 -694 -0.9%
KAM
202
Knightsbridge Asset Management
California
$5.6M 80,155 +12,283 +18%
VIA
203
Vantagepoint Investment Advisers
District of Columbia
$5.54M 79,300 – –
WSFS
204
Wilmington Savings Fund Society
Delaware
$5.32M 76,119 -1,054 -1%
SWA
205
Sutton Wealth Advisors
Florida
$5.32M 76,036 +2,733 +4%
SBH
206
Segall Bryant & Hamill
Illinois
$5.29M 75,701 +1,110 +1%
OGF
207
Orin Green Financial
California
$5.24M 74,929 -864 -1%
AFG
208
ABLE Financial Group
Arizona
$5.22M 74,669 +74,669 New
TMWM
209
Taylor & Morgan Wealth Management
Michigan
$5.17M 73,892 +8,023 +12%
TBWA
210
Three Bridge Wealth Advisors
California
$5.1M 72,983 +4,547 +7%
FNBT
211
FineMark National Bank & Trust
Florida
$5.08M 72,660 -1,986 -3%
LFAS
212
Level Four Advisory Services
Texas
$5.06M 72,407 +418 +0.6%
CCA
213
Conservest Capital Advisors
Pennsylvania
$5.04M 72,073 +895 +1%
CAM
214
Carret Asset Management
New York
$4.94M 70,637 -307 -0.4%
TTWM
215
TCV Trust & Wealth Management
Virginia
$4.94M 70,603 -1,442 -2%
DT
216
Diversified Trust
Tennessee
$4.85M 69,353 +4,025 +6%
TFCP
217
Twin Focus Capital Partners
Massachusetts
$4.79M 68,444 -500 -0.7%
TLA
218
Tanglewood Legacy Advisors
Texas
$4.78M 68,324 -2,714 -4%
CHC
219
City Holding Co
West Virginia
$4.61M 65,926 +3,319 +5%
CWM
220
Chesapeake Wealth Management
Virginia
$4.58M 65,433 -987 -1%
CWM
221
Cahaba Wealth Management
Georgia
$4.56M 65,284 -3,141 -5%
SFG
222
Sunburst Financial Group
Alabama
$4.56M 65,232 -196 -0.3%
GT
223
Greenleaf Trust
Michigan
$4.51M 64,437 -3,027 -4%
TCM
224
Triumph Capital Management
Colorado
$4.48M 64,015 +64,015 New
BP
225
Ballentine Partners
Massachusetts
$4.4M 62,974 -1,358 -2%
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