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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 %
JFA
701
JNBA Financial Advisors
Minnesota
$474K -$4.85K -70 -1%
CIA
702
Capital Investment Advisors
Georgia
$470K +$1.39K +20 +0.3%
CWM
703
Cranbrook Wealth Management
Michigan
$467K – – –
PO
704
Private Ocean
California
$463K +$13.9K +200 +3%
FA
705
Fermata Advisors
California
$458K +$25.6K +370 +6%
WPC
706
Wedmont Private Capital
Pennsylvania
$457K +$91.6K +1,329 +25%
CWA
707
Canvas Wealth Advisors
Kansas
$456K +$24.8K +373 +6%
RWM
708
Reston Wealth Management
Virginia
$454K -$16.1K -233 -3%
TFA
709
TPG Financial Advisors
Oregon
$453K +$130K +1,874 +40%
AC
710
Anson Capital
Georgia
$453K +$30.5K +441 +7%
FCH
711
Freestone Capital Holdings
Washington
$449K +$251K +3,625 +127%
SCP
712
Syntal Capital Partners
Texas
$448K – – –
TLFA
713
True Link Financial Advisors
California
$447K -$32.5K -470 -7%
BHWM
714
Bar Harbor Wealth Management
New Hampshire
$446K – – –
CL
715
CIM LLC
New York
$444K -$1.04K -15 -0.2%
SEIA
716
Signature Estate & Investment Advisors
California
$444K – – –
HI
717
Harbour Investments
Wisconsin
$443K +$7.9K +114 +2%
SCA
718
Sandy Cove Advisors
Massachusetts
$442K – – –
FWIA
719
Fort Washington Investment Advisors
Ohio
$441K – – –
MC
720
Mathes Company
New York
$436K -$100K -1,450 -19%
BSB
721
Bangor Savings Bank
Maine
$434K – – –
AA
722
Alesco Advisors
New York
$434K – – –
TFM
723
TFC Financial Management
Massachusetts
$433K – – –
DA
724
Dover Advisors
Virginia
$431K +$7.03K +101 +2%
NFC
725
Northeast Financial Consultants
Connecticut
$430K – – –
27 28
29
30 31