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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 %
CC
326
Courier Capital
New York
$2.27M -$235K -3,400 -9%
HI
327
Horizon Investments
North Carolina
$2.25M +$130K +1,882 +6%
AFC
328
AFT Forsyth & Company
Florida
$2.25M – – –
WA
329
Waverly Advisors
Alabama
$2.23M -$4.71K -68 -0.2%
FGAM
330
Financial Gravity Asset Management
Texas
$2.23M +$2.11M +6,012 +1,800%
TFS
331
Thoroughbred Financial Services
Tennessee
$2.22M +$1.45M +20,905 +187%
ASN
332
Advisory Services Network
Georgia
$2.22M +$279K +4,023 +14%
SC
333
SouthState Corp
Florida
$2.22M -$13.2K -191 -0.6%
JWCA
334
J.W. Cole Advisors
Florida
$2.22M +$6.79K +98 +0.3%
FMWA
335
Forvis Mazars Wealth Advisors
Missouri
$2.21M -$69.2K -999 -3%
PCIA
336
Prime Capital Investment Advisors
Kansas
$2.21M +$442K +6,377 +25%
NSCM
337
New South Capital Management
Tennessee
$2.21M +$496K +7,165 +29%
BIG
338
Builder Investment Group
Georgia
$2.21M – – –
GWM
339
Geneos Wealth Management
Colorado
$2.19M -$393K -5,670 -15%
ACA
340
Anchor Capital Advisors
Massachusetts
$2.18M +$5.19K +75 +0.2%
CPSC
341
Carl P. Sherr & Co
Massachusetts
$2.18M +$206K +2,981 +10%
FUBT
342
First United Bank & Trust
Maryland
$2.17M -$98.5K -1,422 -4%
CWA
343
Centennial Wealth Advisory
Michigan
$2.15M +$119K +1,716 +6%
AIM
344
Allen Investment Management
New York
$2.15M – – –
HF
345
HRT Financial
New York
$2.14M +$2.14M +30,874 New
MCWS
346
McKinley Carter Wealth Services
West Virginia
$2.13M – – –
ECM
347
Evergreen Capital Management
Washington
$2.13M +$27.8K +400 +1%
CAM
348
Cozad Asset Management
Illinois
$2.11M -$13.2K -190 -0.6%
BFO
349
Boston Family Office
Massachusetts
$2.1M -$277K -4,000 -12%
AAS
350
Asset Allocation Strategies
Michigan
$2.09M +$90.5K +1,307 +5%
12 13
14
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