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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.

New
Increased
Maintained
Reduced
Closed
Holders
1,138
Holders Change
-3
Holders Change %
-0.26%
% of All Funds
18.14%
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
PFO
Pathstone Family Office
New Jersey
$142M
2
US Bancorp
US Bancorp
Minnesota
$1.45B
3
Natixis Advisors
Natixis Advisors
Massachusetts
$71.5M
4
CA
Cetera Advisors
Colorado
$72.4M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$55.8M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$302M
2
MRC
Millburn Ridgefield Corp
New York
$49.7M
3
CCA
Catalyst Capital Advisors
New York
$49.7M
4
Wells Fargo
Wells Fargo
California
$2.43B
5
HNB
Huntington National Bank
Ohio
$35.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
226
United Capital Financial Advisors
Texas
$4.67M +$358K +5,165 +8%
VIA
227
Vantagepoint Investment Advisers
District of Columbia
$4.58M – – –
CWM
228
Chesapeake Wealth Management
Virginia
$4.52M -$132K -1,913 -3%
SFG
229
Sunburst Financial Group
Alabama
$4.47M -$32K -462 -0.7%
BP
230
Ballentine Partners
Massachusetts
$4.42M +$60.5K +874 +1%
CWM
231
Cahaba Wealth Management
Georgia
$4.39M -$127K -1,829 -3%
CCM
232
Copeland Capital Management
Pennsylvania
$4.38M +$2.66M +38,446 +155%
ACB
233
Aristotle Capital Boston
Massachusetts
$4.36M -$56.3K -813 -1%
NFG
234
Nadler Financial Group
Illinois
$4.34M -$31.4K -453 -0.7%
IBOK
235
Independence Bank of Kentucky
Kentucky
$4.32M -$36.9K -533 -0.8%
CWP
236
CFM Wealth Partners
Texas
$4.28M +$93K +1,343 +2%
AIM
237
Acropolis Investment Management
Missouri
$4.26M -$10.1K -146 -0.2%
WB
238
WesBanco Bank
West Virginia
$4.26M +$35.2K +508 +0.8%
TFCP
239
Twin Focus Capital Partners
Massachusetts
$4.23M -$16K -231 -0.4%
MWM
240
Modera Wealth Management
New Jersey
$4.23M -$98.1K -1,417 -2%
LFAS
241
Level Four Advisory Services
Texas
$4.22M -$802K -11,585 -16%
TCM
242
Triumph Capital Management
Colorado
$4.17M +$88.5K +1,272 +2%
PFP
243
Pinnacle Financial Partners
Tennessee
$4.15M +$75.3K +1,088 +2%
ST
244
Sabal Trust
Florida
$4.05M +$337K +4,862 +9%
DI
245
DAGCO Inc
Ohio
$4M -$6.38M -20,388 -61%
CGPCS
246
Capital Group Private Client Services
California
$3.99M +$67.3K +972 +2%
EFS
247
Essex Financial Services
Connecticut
$3.99M +$42K +606 +1%
MCM
248
MV Capital Management
Maryland
$3.97M +$176K +2,540 +5%
HSA
249
HBK Sorce Advisory
Pennsylvania
$3.93M +$42.3K +611 +1%
NAM
250
NTV Asset Management
West Virginia
$3.89M -$3.74K -54 -0.1%
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