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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.

Holders
1,243
Holders Change
+105
Holders Change %
+9.23%
% of All Funds
18.23%
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
1
Morgan Stanley
New York
$1.12B
2
Bank of America
2
Bank of America
North Carolina
$4.63B
3
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$157M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$606M
5
Ameriprise
5
Ameriprise
Minnesota
$367M

Top Sellers

1
Natixis Advisors
1
Natixis Advisors
Massachusetts
$38.4M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$79.2M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$1.11B
4
Wells Fargo
4
Wells Fargo
California
$2.69B
5
CA
5
Cetera Advisors
Colorado
$44.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$4.63B 59,584,495 +2,092,524 +4%
Wells Fargo
2
Wells Fargo
California
$2.69B 34,634,451 -473,626 -1%
US Bancorp
3
US Bancorp
Minnesota
$1.65B 21,262,137 +378,904 +2%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$1.59B 20,399,582 +695,205 +4%
Morgan Stanley
5
Morgan Stanley
New York
$1.12B 14,391,762 +7,340,876 +104%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$1.11B 14,326,100 -498,023 -3%
Northern Trust
7
Northern Trust
Illinois
$707M 9,093,647 +212,522 +2%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$606M 7,802,114 +1,722,388 +28%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$599M 7,708,436 -249,849 -3%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$546M 7,020,103 +67,735 +1%
TIAA Trust, National Association
11
TIAA Trust, National Association
North Carolina
$439M 5,649,313 -46,350 -0.8%
UBS Group
12
UBS Group
Switzerland
$421M 5,414,231 -39,662 -0.7%
Ameriprise
13
Ameriprise
Minnesota
$367M 4,710,094 +1,173,217 +33%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$357M 4,592,627 +226,035 +5%
ANTB
15
AMG National Trust Bank
Colorado
$295M 3,790,495 -76,264 -2%
Envestnet Portfolio Solutions
16
Envestnet Portfolio Solutions
Illinois
$293M 3,765,276 -32,588 -0.9%
Truist Financial
17
Truist Financial
North Carolina
$293M 3,765,121 -51,083 -1%
Goldman Sachs
18
Goldman Sachs
New York
$251M 3,235,219 -78,078 -2%
LPL Financial
19
LPL Financial
California
$229M 2,948,684 +199,679 +7%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$220M 2,828,163 +118,174 +4%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$187M 2,399,354 +178,844 +8%
CIBC Private Wealth Group
22
CIBC Private Wealth Group
Georgia
$180M 2,320,692 +92,176 +4%
Fifth Third Bancorp
23
Fifth Third Bancorp
Ohio
$180M 2,314,213 -362,639 -14%
FMI
24
Factory Mutual Insurance
Massachusetts
$170M 2,189,600 +561,600 +34%
JIC
25
Johnson Investment Counsel
Ohio
$158M 2,036,683 +136,851 +7%
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