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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.

Holders
1,141
Holders Change
+23
Holders Change %
+2.06%
% of All Funds
18%
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
1
US Bancorp
Minnesota
$1.45B
2
Morgan Stanley
2
Morgan Stanley
New York
$551M
3
DWM
3
Dakota Wealth Management
Florida
$30.3M
4
MMA
4
Miracle Mile Advisors
California
$59M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$1.4B

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$2.62B
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$437M
3
FMI
3
Factory Mutual Insurance
Massachusetts
$84.8M
4
Ameriprise
4
Ameriprise
Minnesota
$245M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$1.12B
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$4.17B 57,038,065 -254,805 -0.4%
Wells Fargo
2
Wells Fargo
California
$2.62B 35,938,685 -2,179,233 -6%
US Bancorp
3
US Bancorp
Minnesota
$1.45B 19,801,286 +835,109 +4%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$1.4B 19,187,052 +344,177 +2%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$1.12B 15,325,714 -424,382 -3%
Northern Trust
6
Northern Trust
Illinois
$643M 8,808,037 -191,861 -2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$595M 8,149,290 +135,806 +2%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$575M 7,873,168 -114,363 -1%
Morgan Stanley
9
Morgan Stanley
New York
$551M 7,546,294 +783,379 +12%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$494M 6,762,114 +240,879 +4%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$437M 5,989,487 -1,398,442 -19%
TF
12
TIAA FSB
Florida
$422M 5,774,179 -69,700 -1%
UBS Group
13
UBS Group
Switzerland
$392M 5,374,361 +38,928 +0.7%
ANTB
14
AMG National Trust Bank
Colorado
$285M 3,907,826 -56,893 -1%
Truist Financial
15
Truist Financial
North Carolina
$268M 3,673,475 +176,654 +5%
Ameriprise
16
Ameriprise
Minnesota
$245M 3,352,967 -694,930 -17%
Goldman Sachs
17
Goldman Sachs
New York
$242M 3,314,693 -60,451 -2%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$212M 2,902,331 -114,483 -4%
Fifth Third Bancorp
19
Fifth Third Bancorp
Ohio
$203M 2,777,773 -82,699 -3%
LPL Financial
20
LPL Financial
California
$192M 2,633,397 +74,004 +3%
CIBC Private Wealth Group
21
CIBC Private Wealth Group
Georgia
$166M 2,273,359 -20,895 -0.9%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$163M 2,226,209 +52,579 +2%
V
23
Veritable
Delaware
$149M 2,038,798 -48,657 -2%
KeyBank National Association
24
KeyBank National Association
Ohio
$137M 1,880,042 -34,322 -2%
JIC
25
Johnson Investment Counsel
Ohio
$134M 1,833,250 +64,663 +4%
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