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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.

Holders
1,138
Holders Change
-3
Holders Change %
-0.26%
% of All Funds
18.15%
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
1
Pathstone Family Office
New Jersey
$142M
2
US Bancorp
2
US Bancorp
Minnesota
$1.45B
3
Natixis Advisors
3
Natixis Advisors
Massachusetts
$71.5M
4
CA
4
Cetera Advisors
Colorado
$72.4M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$55.8M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$302M
2
CCA
2
Catalyst Capital Advisors
New York
$49.7M
3
MRC
3
Millburn Ridgefield Corp
New York
$49.7M
4
Wells Fargo
4
Wells Fargo
California
$2.43B
5
HNB
5
Huntington National Bank
Ohio
$35.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
KeyBank National Association
26
KeyBank National Association
Ohio
$127M -$2.81M -40,643 -2%
CB
27
Commerce Bank
Missouri
$125M -$454K -6,563 -0.4%
FMI
28
Factory Mutual Insurance
Massachusetts
$113M +$32.4M +467,200 +40%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$105M +$1.8M +26,038 +2%
RJA
30
Raymond James & Associates
Florida
$92.7M +$2.24M +32,418 +2%
FWTB
31
First Western Trust Bank
Colorado
$82.1M -$178K -2,567 -0.2%
AAS
32
Avantax Advisory Services
Texas
$81.3M -$469K -6,779 -0.6%
MMA
33
Miracle Mile Advisors
California
$79.9M +$24M +345,991 +43%
SF
34
Synovus Financial
Georgia
$74.9M -$12.9M -186,185 -15%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$74.7M -$1.27M -18,334 -2%
OC
36
Oakworth Capital
Alabama
$73.7M -$3.84M -55,426 -5%
WT
37
Washington Trust
Rhode Island
$72.6M +$1.23M +17,825 +2%
CA
38
Cetera Advisors
Colorado
$72.4M +$59.8M +863,039 +472%
Natixis Advisors
39
Natixis Advisors
Massachusetts
$71.5M +$67.4M +973,991 +1,673%
Osaic Holdings
40
Osaic Holdings
Arizona
$70.9M +$28.4M +409,625 +67%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$66.9M +$852K +12,303 +1%
GT
42
Glenview Trust
Kentucky
$66.1M +$4.07M +58,795 +7%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$65.9M +$1.06M +15,336 +2%
Corient Private Wealth
44
Corient Private Wealth
Florida
$65.2M +$34.5M +352,310 +113%
AUB
45
Atlantic Union Bankshares
Virginia
$64.5M -$1.62M -23,376 -2%
JFG
46
JMG Financial Group
Illinois
$64.5M -$1.18M -17,016 -2%
GC
47
Gilbert & Cook
Iowa
$62.9M +$2.09M +30,141 +3%
AFG
48
Albion Financial Group
Utah
$62.4M -$277K -3,993 -0.4%
CTB
49
Country Trust Bank
Illinois
$60.4M -$5.76M -83,199 -9%
PP
50
Pegasus Partners
Wisconsin
$57.5M -$2.11M -30,404 -4%
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