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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 %
PA
451
Procyon Advisors
Connecticut
$1.3M -$15.4K -223 -1%
PPWM
452
Paragon Private Wealth Management
Kentucky
$1.3M +$270K +3,895 +26%
Citadel Advisors
453
Citadel Advisors
Florida
$1.29M +$1.29M +18,686 New
LB
454
Legacy Bridge
Iowa
$1.29M -$139K -2,000 -10%
HIMC
455
Heritage Investors Management Corp
Maryland
$1.29M -$86.5K -1,250 -6%
PA
456
Pinnacle Associates
New York
$1.28M -$6.93K -100 -0.5%
DWP
457
Daymark Wealth Partners
Ohio
$1.28M +$606K +8,748 +90%
FPGK
458
Financial Partners Group (Kansas)
Kansas
$1.27M -$32.9K -486 -3%
FWM
459
FMB Wealth Management
California
$1.26M – – –
HF
460
Halpern Financial
Virginia
$1.26M – – –
SB
461
Simmons Bank
Arkansas
$1.25M +$6.3K +91 +0.5%
IRC
462
Investors Research Corp
Georgia
$1.25M – – –
PMG
463
Private Management Group
California
$1.24M – – –
PTC
464
Private Trust Company
Ohio
$1.24M +$48.5K +700 +4%
TCOT
465
Trust Company of Toledo
Ohio
$1.24M +$1.24M +17,878 New
TI
466
Trexquant Investment
Connecticut
$1.23M +$666K +9,613 +117%
CWM
467
Connecticut Wealth Management
Connecticut
$1.23M – – –
RMDI
468
R.M. Davis Inc
Maine
$1.23M -$6.86K -99 -0.6%
PFGIA
469
Patriot Financial Group Insurance Agency
Massachusetts
$1.23M +$40.6K +587 +3%
SFG
470
Sterling Financial Group
California
$1.22M – – –
YIH
471
Y-Intercept (HK)
Hong Kong
$1.22M +$760K +10,971 +166%
WPC
472
White Pine Capital
Minnesota
$1.21M -$3.39K -49 -0.3%
BFC
473
Bedel Financial Consulting
Indiana
$1.21M +$145K +2,089 +14%
State Street
474
State Street
Massachusetts
$1.21M -$83.2K -1,200 -6%
AIMC
475
Alley Investment Management Company
Illinois
$1.21M – – –
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