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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 %
LNWWM
276
Laird Norton Wetherby Wealth Management
California
$3.15M -$208 -3 -0%
RWP
277
RWA Wealth Partners
Massachusetts
$3.13M -$86.1K -1,244 -3%
Principal Financial Group
278
Principal Financial Group
Iowa
$3.1M +$646K +9,322 +26%
NL
279
NWAM LLC
Washington
$3.03M +$1.04M +15,015 +52%
KAM
280
Knightsbridge Asset Management
California
$3.02M +$132K +1,906 +5%
NS
281
NBC Securities
Alabama
$3.02M +$3.02M +43,575 New
TPCW
282
TD Private Client Wealth
New York
$2.99M -$8.59K -124 -0.3%
MWP
283
MYCIO Wealth Partners
Pennsylvania
$2.97M +$195K +2,819 +7%
HH
284
Hilltop Holdings
Texas
$2.96M +$568K +8,197 +24%
IWM
285
IHT Wealth Management
Illinois
$2.95M +$103K +1,481 +4%
IWC
286
Integrated Wealth Concepts
Massachusetts
$2.9M +$73.3K +1,059 +3%
SSB
287
Sandy Spring Bank
Maryland
$2.86M -$437K -6,316 -13%
SWM
288
Spire Wealth Management
Virginia
$2.85M -$14.6K -211 -0.5%
PGFC
289
Peapack-Gladstone Financial Corp
New Jersey
$2.84M -$41.8K -603 -1%
SFG
290
Summit Financial Group
West Virginia
$2.82M +$12.4K +179 +0.4%
FPCP
291
Fort Point Capital Partners
California
$2.82M -$36.8K -531 -1%
CL
292
Choreo LLC
Illinois
$2.8M -$10.4K -150 -0.4%
QCG
293
Quadrant Capital Group
Ohio
$2.79M +$116K +1,675 +4%
AMG
294
Asset Management Group
Connecticut
$2.78M – – –
GHAM
295
Gilman Hill Asset Management
Connecticut
$2.77M +$13.9K +200 +0.5%
HWM
296
HB Wealth Management
Georgia
$2.76M +$28.1K +406 +1%
MAM
297
Marquette Asset Management
Minnesota
$2.73M -$294K -4,251 -10%
LSAG
298
Lake Street Advisors Group
New Hampshire
$2.69M +$195K +2,818 +8%
DTC
299
Davidson Trust Company
Washington
$2.67M +$19.5K +282 +0.7%
AL
300
Aspiriant LLC
California
$2.66M -$6.16K -89 -0.2%
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