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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
+$141M
2
US Bancorp
US Bancorp
Minnesota
+$75M
3
Natixis Advisors
Natixis Advisors
Massachusetts
+$67.4M
4
CA
Cetera Advisors
Colorado
+$59.8M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$55.3M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$262M
2
MRC
Millburn Ridgefield Corp
New York
-$65.3M
3
CCA
Catalyst Capital Advisors
New York
-$65.3M
4
Wells Fargo
Wells Fargo
California
-$57.5M
5
HNB
Huntington National Bank
Ohio
-$40.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
251
Flagstar Advisors
New York
$3.88M -$747K -10,749 -16%
NW
252
NewEdge Wealth
Pennsylvania
$3.86M +$682K +9,844 +21%
NEPWA
253
New England Private Wealth Advisors
Massachusetts
$3.83M +$9.83K +142 +0.3%
SAM
254
Silvercrest Asset Management
New York
$3.82M – – –
GBWM
255
Granite Bay Wealth Management
New Hampshire
$3.79M +$3.79M +52,020 New
HAIM
256
Hunter Associates Investment Management
Pennsylvania
$3.76M +$228K +3,298 +6%
SVWAG
257
Sound View Wealth Advisors Group
Georgia
$3.75M +$208K +3,000 +6%
Vanguard Group
258
Vanguard Group
Pennsylvania
$3.73M – – –
GRP
259
Global Retirement Partners
California
$3.72M +$1.55M +22,880 +72%
MRWM
260
ML&R Wealth Management
Texas
$3.66M – – –
Fiera Capital (Canada)
261
Fiera Capital (Canada)
Quebec, Canada
$3.65M – – –
PGF
262
Plan Group Financial
Oklahoma
$3.56M +$1.68M +24,239 +89%
BFG
263
Baron Financial Group
New Jersey
$3.55M +$111K +1,600 +3%
LNC
264
Lincoln National Corp
Pennsylvania
$3.52M +$137K +1,974 +4%
IAN
265
Integrated Advisors Network
Texas
$3.43M – – –
WIC
266
Whitegate Investment Counselors
New Hampshire
$3.41M -$1.39K -20 -0%
FTWA
267
Fifth Third Wealth Advisors
Ohio
$3.41M +$29.9K +432 +0.9%
MWM
268
Meridian Wealth Management
Kentucky
$3.37M +$1.69M +24,404 +101%
GWAM
269
Guardian Wealth Advisors (Minnesota)
Minnesota
$3.35M -$207K -2,989 -6%
SJIM
270
St. Johns Investment Management
Florida
$3.35M -$22.2K -321 -0.7%
JF
271
JSF Financial
California
$3.33M -$290K -4,189 -8%
HSBC Holdings
272
HSBC Holdings
United Kingdom
$3.33M +$88.3K +1,275 +3%
CCB
273
Country Club Bank
Missouri
$3.3M -$66K -950 -2%
BIM
274
Bridges Investment Management
Nebraska
$3.27M -$1.08M -15,569 -25%
BCM
275
BTC Capital Management
Iowa
$3.18M -$1.08M -15,600 -25%
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