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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 %
DT
201
Daniels + Tansey
Delaware
$5.84M -$75.2K -1,030 -1%
VCA
202
Verdence Capital Advisors
Maryland
$5.84M -$351K -4,807 -6%
GT
203
Glenmede Trust
Pennsylvania
$5.8M – – –
TWM
204
Tolleson Wealth Management
Texas
$5.76M -$99.5K -1,362 -2%
SBH
205
Segall Bryant & Hamill
Illinois
$5.67M +$139K +1,897 +3%
SWA
206
Sutton Wealth Advisors
Florida
$5.66M +$104K +1,425 +2%
AFG
207
ABLE Financial Group
Arizona
$5.62M +$170K +2,322 +3%
JFGIW
208
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.6M -$393K -5,386 -7%
OGF
209
Orin Green Financial
California
$5.49M +$21.2K +290 +0.4%
WSFS
210
Wilmington Savings Fund Society
Delaware
$5.47M -$89.5K -1,225 -2%
AllianceBernstein
211
AllianceBernstein
Tennessee
$5.35M +$1.36M +18,589 +34%
Citigroup
212
Citigroup
New York
$5.33M -$21.6M -296,212 -80%
CCA
213
Conservest Capital Advisors
Pennsylvania
$5.31M +$45.6K +624 +0.9%
LFAS
214
Level Four Advisory Services
Texas
$5.3M +$12.8K +175 +0.2%
TLA
215
Tanglewood Legacy Advisors
Texas
$5.29M +$303K +4,155 +6%
TBWA
216
Three Bridge Wealth Advisors
California
$5.24M -$89.8K -1,230 -2%
CAM
217
Carret Asset Management
New York
$5.12M -$34.7K -475 -0.7%
TTWM
218
TCV Trust & Wealth Management
Virginia
$5.11M -$48.9K -670 -0.9%
HPM
219
Hoxton Planning & Management
West Virginia
$5.06M +$1.64M +22,457 +48%
FNBT
220
FineMark National Bank & Trust
Florida
$5.06M -$248K -3,396 -5%
CHC
221
City Holding Co
West Virginia
$4.96M +$148K +2,020 +3%
CWM
222
Chesapeake Wealth Management
Virginia
$4.91M +$127K +1,737 +3%
FA
223
Flagstar Advisors
New York
$4.87M -$1.64M -22,439 -25%
VIA
224
Vantagepoint Investment Advisers
District of Columbia
$4.83M -$957K -13,100 -17%
CWM
225
Cahaba Wealth Management
Georgia
$4.76M -$2.99K -41 -0.1%
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