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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 %
OWP
726
Obermeyer Wealth Partners
Colorado
$427K – – –
HCA
727
Harbour Capital Advisors
Virginia
$427K +$25.6K +369 +6%
ICG
728
InterOcean Capital Group
Tennessee
$427K +$8.45K +122 +2%
OIA
729
Optimum Investment Advisors
Illinois
$427K +$1.32K +19 +0.3%
WP
730
Westmount Partners
California
$426K – – –
HCM
731
Hollencrest Capital Management
California
$424K – – –
FNBTCON
732
First National Bank & Trust Co of Newtown
Pennsylvania
$423K – – –
WIA
733
World Investment Advisors
California
$420K -$17.1K -246 -4%
AFO
734
Arrowroot Family Office
California
$418K – – –
LFG
735
Larson Financial Group
Missouri
$417K – – –
EIA
736
Edgemoor Investment Advisors
Maryland
$413K – – –
DBT
737
Dubuque Bank & Trust
Iowa
$412K – – –
SWM
738
Segment Wealth Management
Texas
$409K – – –
AP
739
Adero Partners
California
$409K – – –
CRG
740
Cornerstone Retirement Group
Nevada
$407K +$407K +5,883 New
LI
741
LMCG Investments
Massachusetts
$407K -$15.2K -220 -4%
WI
742
Wedgewood Investors
Pennsylvania
$405K -$6.93K -100 -2%
BAMG
743
Brand Asset Management Group
Missouri
$405K – – –
TP
744
Tranquility Partners
Tennessee
$404K +$69.5K +1,004 +21%
SL
745
Salomon & Ludwin
Virginia
$403K – – –
WDG
746
Wealth Dimensions Group
Ohio
$403K +$1.66K +24 +0.4%
MA
747
Montag & Associates
Georgia
$402K – – –
VC
748
Veracity Capital
Georgia
$401K – – –
SFMG
749
Sage Financial Management Group
Virginia
$401K +$401K +5,784 New
AO
750
Advisor OS
Illinois
$397K +$1.04K +15 +0.3%
28 29
30
31 32