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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 %
USCWA
576
U.S. Capital Wealth Advisors
Texas
$746K +$15.1K +218 +2%
KBFS
577
Kohmann Bosshard Financial Services
Ohio
$743K -$37.1K -536 -5%
DSC
578
Duncker Streett & Co
Missouri
$742K +$34.6K +500 +5%
OIS
579
Okabena Investment Services
Minnesota
$738K – – –
LWM
580
Lyell Wealth Management
California
$737K -$51.6K -745 -7%
W
581
Wealthquest
Ohio
$735K +$9K +130 +1%
PWMG
582
Provence Wealth Management Group
California
$733K -$27.5K -397 -4%
MHS
583
M Holdings Securities
Oregon
$728K +$383K +5,530 +111%
PWP
584
Perfromance Wealth Partners
Illinois
$727K – – –
OC
585
Oppenheimer & Co
New York
$720K -$13.6K -196 -2%
OA
586
Operose Advisors
Wisconsin
$719K +$33.4K +483 +5%
AF
587
Allworth Financial
California
$711K +$39.9K +576 +6%
SFC
588
Strategic Financial Concepts
Texas
$710K +$9.76K +141 +1%
NCM
589
Narwhal Capital Management
Georgia
$710K – – –
AIA
590
Armor Investment Advisors
North Carolina
$705K +$27.7K +400 +4%
CPSAC
591
Chas P. Smith & Associates (CPS)
Florida
$701K +$178K +2,566 +34%
IF
592
Intrua Financial
Texas
$697K – – –
ARC
593
Advisor Resource Council
Texas
$691K – – –
KA
594
Klingman & Associates
New York
$688K +$34.9K +504 +5%
IF
595
Ironwood Financial
Arizona
$687K – – –
Wealthfront Advisers
596
Wealthfront Advisers
California
$687K +$132K +1,908 +24%
JHCP
597
Jackson Hole Capital Partners
Oklahoma
$686K – – –
GFWA
598
Grey Fox Wealth Advisors
Delaware
$685K -$350K -5,030 -34%
BFA
599
Bragg Financial Advisors
North Carolina
$680K -$19K -275 -3%
AWM
600
AAF Wealth Management
Massachusetts
$676K -$27.2K -393 -4%
22 23
24
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