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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 %
Bank of America
1
Bank of America
North Carolina
$4.01B 57,292,870 -2,691,404 -4%
Wells Fargo
2
Wells Fargo
California
$2.67B 38,117,918 -1,033,561 -3%
US Bancorp
3
US Bancorp
Minnesota
$1.33B 18,966,177 -53,227 -0.3%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$1.32B 18,842,875 +453,822 +2%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$1.1B 15,750,096 -107,897 -0.7%
Northern Trust
6
Northern Trust
Illinois
$629M 8,999,898 -291,313 -3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$560M 8,013,484 -453,293 -5%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$558M 7,987,531 -269,814 -3%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$517M 7,387,929 +252,025 +4%
Morgan Stanley
10
Morgan Stanley
New York
$473M 6,762,915 -320,872 -5%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$456M 6,521,235 -232,014 -3%
TF
12
TIAA FSB
Florida
$409M 5,843,879 -125,026 -2%
UBS Group
13
UBS Group
Switzerland
$373M 5,335,433 -83,996 -2%
CIBC Private Wealth Group
14
CIBC Private Wealth Group
Georgia
$312M 2,294,254 -24,436 -1%
Ameriprise
15
Ameriprise
Minnesota
$285M 4,047,897 -65,756 -2%
ANTB
16
AMG National Trust Bank
Colorado
$277M 3,964,719 -127,834 -3%
Truist Financial
17
Truist Financial
North Carolina
$244M 3,496,821 -32,471 -0.9%
Goldman Sachs
18
Goldman Sachs
New York
$236M 3,375,144 +48,079 +1%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$211M 3,016,814 -30,814 -1%
Fifth Third Bancorp
20
Fifth Third Bancorp
Ohio
$200M 2,860,472 -172,982 -6%
LPL Financial
21
LPL Financial
California
$179M 2,559,393 -8,504 -0.3%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$152M 2,173,630 +98,313 +5%
FMI
23
Factory Mutual Insurance
Massachusetts
$147M 2,097,811 -297,100 -12%
V
24
Veritable
Delaware
$146M 2,087,455 -234,315 -10%
KeyBank National Association
25
KeyBank National Association
Ohio
$134M 1,914,364 -51,291 -3%
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