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iShares Russell Mid-Cap ETF
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Overview Fund Activity

1,243 hedge funds and large institutions have $25.6B invested in iShares Russell Mid-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 171 funds opening new positions, 403 increasing their positions, 386 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,243
Holders Change
+105
Holders Change %
+9.23%
% of All Funds
18.22%
Holding in Top 10
64
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.23%
% of All Funds
0.94%
New
171
Increased
403
Reduced
386
Closed
48
Calls
$14.6M
Puts
$567K
Net Calls
+$14.1M
Net Calls Change
+$3.51M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.12B
2
Bank of America
Bank of America
North Carolina
$4.63B
3
Baird Financial Group
Baird Financial Group
Wisconsin
$606M
4
Ameriprise
Ameriprise
Minnesota
$367M
5
Jones Financial Companies
Jones Financial Companies
Missouri
$1.59B

Top Sellers

1
Natixis Advisors
Natixis Advisors
Massachusetts
$38.4M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$79.2M
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$1.11B
4
Wells Fargo
Wells Fargo
California
$2.69B
5
CA
Cetera Advisors
Colorado
$44.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAM
201
Forte Asset Management
New York
$6.72M -$85K -1,093 -1%
FTS
202
Fifth Third Securities
Ohio
$6.71M +$225K +2,901 +3%
RWP
203
RWA Wealth Partners
Massachusetts
$6.58M +$3.07M +39,500 +87%
SC
204
Savant Capital
Illinois
$6.43M -$1.93M -24,878 -23%
WW
205
Westshore Wealth
California
$6.34M -$635K -8,173 -9%
SIC
206
Salem Investment Counselors
North Carolina
$6.31M -$323K -4,156 -5%
BRWA
207
B. Riley Wealth Advisors
Florida
$6.22M -$2.96M -38,020 -32%
CTC
208
Central Trust Company
Missouri
$6.22M -$7.77K -100 -0.1%
Principal Financial Group
209
Principal Financial Group
Iowa
$6.11M +$2.64M +33,901 +76%
SS
210
Simplicity Solutions
Minnesota
$6.07M -$172K -2,212 -3%
TWM
211
Tolleson Wealth Management
Texas
$5.83M -$150K -1,935 -3%
GT
212
Greenleaf Trust
Michigan
$5.82M +$473K +6,089 +9%
HPM
213
Hoxton Planning & Management
West Virginia
$5.76M +$69.4K +893 +1%
OGF
214
Orin Green Financial
California
$5.72M -$29.6K -381 -0.5%
ACM
215
Argent Capital Management
Missouri
$5.64M +$5.64M +72,578 New
AWS
216
Atria Wealth Solutions
New York
$5.61M -$227K -2,916 -4%
FA
217
FDx Advisors
Illinois
$5.61M -$412K -5,299 -7%
BC
218
Bricktown Capital
Michigan
$5.61M -$206K -2,654 -4%
CP
219
Canopy Partners
Ohio
$5.59M +$5.59M +71,979 New
TLA
220
Tanglewood Legacy Advisors
Texas
$5.55M -$61.2K -787 -1%
CAM
221
Carret Asset Management
New York
$5.52M +$92.6K +1,191 +2%
TBWA
222
Three Bridge Wealth Advisors
California
$5.52M +$213K +2,737 +4%
PGF
223
Plan Group Financial
Oklahoma
$5.51M +$1.52M +19,500 +38%
BWA
224
Beam Wealth Advisors
Louisiana
$5.5M -$506K -6,511 -8%
BFG
225
Bleakley Financial Group
New Jersey
$5.46M -$219K -2,817 -4%
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