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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 %
GSEP
626
Golden State Equity Partners
California
$607K – – –
DWM
627
Dechtman Wealth Management
Colorado
$606K -$39.3K -567 -6%
GWANC
628
Guardian Wealth Advisors (North Carolina)
North Carolina
$606K – – –
BLC
629
Brown, Lisle/Cummings
Rhode Island
$602K -$11.1K -160 -2%
LP
630
LGL Partners
Pennsylvania
$597K – – –
MA
631
Mutual Advisors
Nebraska
$597K +$24.3K +351 +4%
ESB
632
Essex Savings Bank
Connecticut
$596K +$163K +2,357 +38%
NLP
633
Next Level Private
New York
$595K +$2.74K +40 +0.5%
PWS
634
Precision Wealth Strategies
Missouri
$591K +$591K +8,533 New
CIC
635
Carnegie Investment Counsel
Ohio
$590K +$378K +5,454 +178%
PGIM
636
Pacific Global Investment Management
California
$589K – – –
MWM
637
McNaughton Wealth Management
California
$588K +$8.93K +129 +2%
GWS
638
Glassman Wealth Services
Virginia
$587K – – –
SFP
639
Shepherd Financial Partners
Massachusetts
$586K +$75.4K +1,089 +15%
CG
640
Caprock Group
Idaho
$584K – – –
BFIM
641
Beese Fulmer Investment Management
Ohio
$582K – – –
CST
642
Charles Schwab Trust
Nevada
$580K – – –
SCI
643
S&CO Inc
Massachusetts
$577K – – –
NSIM
644
North Star Investment Management
Illinois
$574K – – –
CFFP
645
Center for Financial Planning
Michigan
$574K -$31.3K -452 -5%
ST
646
Smithfield Trust
Pennsylvania
$571K -$109K -1,589 -16%
VFIC
647
Valley Forge Investment Consultants
Pennsylvania
$569K – – –
BFA
648
Beaumont Financial Advisors
Massachusetts
$564K +$6.51K +94 +1%
TCA
649
Transcend Capital Advisors
New Jersey
$562K -$900 -13 -0.2%
DFC
650
DBK Financial Counsel
Ohio
$561K – – –
24 25
26
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