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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 %
PCA
426
Pallas Capital Advisors
Massachusetts
$1.49M -$39.1K -600 -3%
HAFS
427
Hapanowicz & Associates Financial Services
Pennsylvania
$1.49M -$8.8K -127 -0.6%
CFP
428
Catalyst Financial Partners
Massachusetts
$1.46M +$40.2K +580 +3%
1WM
429
1900 Wealth Management
Texas
$1.45M – – –
HWA
430
Hilltop Wealth Advisors
North Carolina
$1.45M +$212K +3,065 +17%
VWM
431
Venturi Wealth Management
Texas
$1.44M – – –
SMC
432
Smith, Moore & Co
Missouri
$1.44M +$163K +2,348 +13%
WF
433
Welch & Forbes
Massachusetts
$1.43M – – –
LW
434
Linscomb Wealth
Texas
$1.42M – – –
SCA
435
Sage Capital Advisors
South Dakota
$1.41M +$154K +2,226 +12%
BTI
436
Blue Trust Inc
Georgia
$1.41M +$2.63K +36 +0.2%
PFS
437
Prospera Financial Services
Texas
$1.4M +$21.8K +315 +2%
PRWA
438
Platte River Wealth Advisors
Colorado
$1.38M +$148K +2,141 +12%
PIA
439
Perennial Investment Advisors
California
$1.36M -$1.45K -21 -0.1%
MW
440
MBL Wealth
North Carolina
$1.35M -$39.7K -573 -3%
BFM
441
Boston Financial Management
Massachusetts
$1.35M -$37.4K -540 -3%
Lazard Asset Management
442
Lazard Asset Management
New York
$1.35M – – –
BTW
443
Boston Trust Walden
Massachusetts
$1.34M – – –
ZIM
444
Zacks Investment Management
Illinois
$1.34M +$323K +4,664 +32%
FLPIM
445
F.L. Putnam Investment Management
Massachusetts
$1.34M -$85K -1,228 -6%
NCG
446
Newport Capital Group
New Jersey
$1.34M -$13.9K -200 -1%
PA
447
Parallel Advisors
California
$1.32M +$336K +4,849 +34%
WPC
448
Waters Parkerson & Co
Louisiana
$1.31M – – –
FCI
449
Financial Counselors Inc
Kansas
$1.31M +$46.1K +665 +4%
SAG
450
SageView Advisory Group
California
$1.3M -$840K -12,134 -39%
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