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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 %
FHB
551
First Hawaiian Bank
Hawaii
$832K +$9K +130 +1%
FIA
552
Foundations Investment Advisors
Arizona
$831K -$26.5K -383 -3%
CSPIA
553
Cary Street Partners Investment Advisory
Virginia
$823K -$1.59K -23 -0.2%
GC
554
Grimes & Company
Massachusetts
$817K +$250K +3,616 +44%
AB
555
Atlas Brown
Kentucky
$816K -$12.3K -178 -1%
CAC
556
Certified Advisory Corp
Florida
$815K +$769K +174,053 +1,665%
ECG
557
EPIQ Capital Group
California
$806K – – –
PHIC
558
Pine Haven Investment Counsel
Massachusetts
$798K – – –
UBV
559
United Bank (Virginia)
Virginia
$798K -$4.64K -67 -0.6%
GL
560
Graypoint LLC
New York
$796K – – –
PFG
561
Pacific Financial Group
Washington
$789K -$3.12K -45 -0.4%
CCWA
562
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$785K -$7.76K -112 -1%
LIM
563
Leavell Investment Management
Alabama
$784K +$6.19K +89 +0.8%
SWPG
564
Strategic Wealth Partners Group
Illinois
$784K – – –
HIA
565
Harbor Investment Advisory
Maryland
$784K – – –
CCWM
566
Cassaday & Co Wealth Management
Virginia
$777K – – –
SW
567
SVB Wealth
Massachusetts
$770K -$18.6K -268 -2%
CAM
568
Columbia Asset Management
Michigan
$766K – – –
TWC
569
TD Waterhouse Canada
Ontario, Canada
$762K +$227K +3,300 +42%
FDCC
570
Foster Dykema Cabot & Co
Massachusetts
$756K – – –
JWM
571
Jupiter Wealth Management
Colorado
$754K +$754K +11,000 New
DIA
572
Dana Investment Advisors
Wisconsin
$751K +$257K +3,707 +52%
NRC
573
New Republic Capital
North Carolina
$750K +$1.94K +28 +0.3%
SSA
574
Schonfeld Strategic Advisors
New York
$748K +$748K +10,808 New
BHIA
575
Birch Hill Investment Advisors
Massachusetts
$748K – – –
21 22
23
24 25