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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 %
OPCM
751
Osborne Partners Capital Management
California
$391K +$2.77K +40 +0.7%
FFA
752
Founders Financial Alliance
North Carolina
$390K -$762 -11 -0.2%
DWP
753
Destiny Wealth Partners
Florida
$387K – – –
GA
754
Goldstein Advisors
Wisconsin
$386K +$139K +2,000 +56%
FCM
755
Fourpath Capital Management
Oklahoma
$385K +$385K +5,558 New
EW
756
Enzi Wealth
Texas
$384K -$34.9K -510 -8%
GFS
757
GYL Financial Synergies
Connecticut
$384K -$17.3K -250 -4%
SWA
758
SFMG Wealth Advisors
Texas
$383K – – –
IWP
759
Invenio Wealth Partners
Florida
$380K +$176K +2,541 +86%
IWMA
760
Ironwood Wealth Management (Arizona)
Arizona
$380K -$4.02K -58 -1%
FPB
761
First PREMIER Bank
South Dakota
$380K – – –
DPI
762
Diversified Portfolios Inc
Michigan
$379K – – –
BWA
763
Blodgett Wealth Advisors
California
$379K -$6.93K -100 -2%
RFA
764
Register Financial Advisors
Georgia
$376K -$51.9K -750 -12%
TF
765
Tompkins Financial
New York
$375K – – –
PAM
766
Palisade Asset Management
Minnesota
$374K – – –
SFG
767
StrategIQ Financial Group
Indiana
$374K -$6.93K -100 -2%
MC
768
Moors & Cabot
Massachusetts
$372K – – –
SC
769
Sonen Capital
California
$370K – – –
SCM
770
SOL Capital Management
Maryland
$369K – – –
JIP
771
Jaffetilchin Investment Partners
Florida
$368K – – –
TWA
772
TCI Wealth Advisors
Arizona
$368K – – –
PAM
773
Peak Asset Management
Colorado
$365K – – –
CC
774
Callan Capital
California
$364K – – –
HFS
775
HBC Financial Services
Washington
$364K – – –
29 30
31
32 33