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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 %
HTC
351
Haverford Trust Company
Pennsylvania
$2.07M -$197K -2,840 -9%
PWM
352
Perigon Wealth Management
California
$2.06M -$8.31K -120 -0.4%
PFA
353
Pathway Financial Advisors
Vermont
$2.05M – – –
Jane Street
354
Jane Street
New York
$2.05M +$2.05M +29,536 New
FWP
355
FAS Wealth Partners
Kansas
$2.04M -$20.6K -298 -1%
FCP
356
Fidelis Capital Partners
Florida
$2.02M – – –
FFS
357
Founders Financial Securities
Maryland
$2.02M +$142K +2,050 +8%
MAA
358
Matrix Asset Advisors
New York
$2.02M +$485K +6,997 +32%
KPWS
359
Kestra Private Wealth Services
Texas
$2.02M +$100K +1,444 +5%
SCA
360
St. Clair Advisors
Ohio
$2.01M +$145K +2,088 +8%
BBL
361
Beck Bode LLC
Massachusetts
$2.01M -$168K -2,420 -8%
UW
362
Unique Wealth
Florida
$2.01M +$717K +10,360 +55%
FRA
363
Frank Rimerman Advisors
California
$2M – – –
PPW
364
Pasadena Private Wealth
California
$1.97M – – –
ITIM
365
Indiana Trust & Investment Management
Indiana
$1.97M +$1.97M +28,490 New
SWA
366
SOA Wealth Advisors
New York
$1.97M -$72.6K -1,048 -4%
SPC
367
Sigma Planning Corp
Michigan
$1.96M +$69.4K +1,002 +4%
SIC
368
Samalin Investment Counsel
New York
$1.96M +$255K +3,688 +15%
CTA
369
Chesley Taft & Associates
Illinois
$1.95M – – –
EK
370
Evensky & Katz
Florida
$1.93M -$113K -1,630 -6%
EI
371
Ellevest Inc
New York
$1.93M – – –
LL
372
LPWM LLC
Minnesota
$1.93M +$703K +10,271 +57%
Allspring Global Investments
373
Allspring Global Investments
North Carolina
$1.9M -$149K -2,152 -7%
RIS
374
Retirement Income Solutions
Michigan
$1.9M – – –
FC
375
Fulcrum Capital
Washington
$1.9M – – –
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