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iShares Russell Mid-Cap ETF
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Overview Fund Activity

1,138 hedge funds and large institutions have $22B invested in iShares Russell Mid-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 340 increasing their positions, 342 reducing their positions, and 66 closing their positions.

Holders
1,138
Holders Change
-3
Holders Change %
-0.26%
% of All Funds
18.15%
Holding in Top 10
62
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.13%
% of All Funds
0.99%
New
80
Increased
340
Reduced
342
Closed
66
Calls
$12.4M
Puts
$1.79M
Net Calls
+$10.6M
Net Calls Change
-$3.81M

Top Buyers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$394M
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$263M
3
PFO
3
Pathstone Family Office
New Jersey
$142M
4
US Bancorp
4
US Bancorp
Minnesota
$1.45B
5
Natixis Advisors
5
Natixis Advisors
Massachusetts
$71.5M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$302M
2
V
2
Veritable
Delaware
$0
3
CCA
3
Catalyst Capital Advisors
New York
$49.7M
4
MRC
4
Millburn Ridgefield Corp
New York
$49.7M
5
Wells Fargo
5
Wells Fargo
California
$2.43B
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$3.98B 57,491,971 +453,906 +0.8%
Wells Fargo
2
Wells Fargo
California
$2.43B 35,108,077 -830,608 -2%
US Bancorp
3
US Bancorp
Minnesota
$1.45B 20,883,233 +1,081,947 +5%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$1.36B 19,704,377 +517,325 +3%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$1.03B 14,824,123 -501,591 -3%
Northern Trust
6
Northern Trust
Illinois
$615M 8,881,125 +73,088 +0.8%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$551M 7,958,285 +85,117 +1%
Morgan Stanley
8
Morgan Stanley
New York
$488M 7,050,886 -495,408 -7%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$481M 6,952,368 +190,254 +3%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$421M 6,079,726 +90,239 +2%
TIAA Trust, National Association
11
TIAA Trust, National Association
North Carolina
$394M 5,695,663 +5,695,663 New
UBS Group
12
UBS Group
Switzerland
$378M 5,453,893 +79,532 +1%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$302M 4,366,592 -3,782,698 -46%
ANTB
14
AMG National Trust Bank
Colorado
$268M 3,866,759 -41,067 -1%
Truist Financial
15
Truist Financial
North Carolina
$264M 3,816,204 +142,729 +4%
Envestnet Portfolio Solutions
16
Envestnet Portfolio Solutions
Illinois
$263M 3,797,864 +3,797,864 New
Ameriprise
17
Ameriprise
Minnesota
$245M 3,536,877 +183,910 +5%
Goldman Sachs
18
Goldman Sachs
New York
$229M 3,313,297 -1,396 -0%
LPL Financial
19
LPL Financial
California
$190M 2,749,005 +115,608 +4%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$188M 2,709,989 -192,342 -7%
Fifth Third Bancorp
21
Fifth Third Bancorp
Ohio
$185M 2,676,852 -100,921 -4%
CIBC Private Wealth Group
22
CIBC Private Wealth Group
Georgia
$154M 2,228,516 -44,843 -2%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$154M 2,220,510 -5,699 -0.3%
PFO
24
Pathstone Family Office
New Jersey
$142M 2,053,275 +2,037,184 +12,660%
JIC
25
Johnson Investment Counsel
Ohio
$132M 1,899,832 +66,582 +4%
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