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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 %
BFM
776
Broadview Financial Management
Wisconsin
$363K -$3.46K -50 -0.9%
PCA
777
Prosperity Capital Advisors
Ohio
$363K +$8.1K +117 +2%
HPC
778
HM Payson & Co
Maine
$362K +$166K +2,400 +85%
ZF
779
Zhang Financial
Michigan
$362K – – –
MOACM
780
Mutual of America Capital Management
New York
$361K – – –
CFD
781
Creative Financial Designs
Indiana
$361K -$34.6K -499 -9%
FPW
782
Flagship Private Wealth
Massachusetts
$360K +$15.2K +219 +4%
STA
783
Summit Trail Advisors
New York
$359K – – –
ARG
784
Advisory Resource Group
Oklahoma
$358K +$143K +2,070 +67%
PCM
785
Parsons Capital Management
Rhode Island
$357K – – –
WLPWM
786
Walled Lake Planning & Wealth Management
Illinois
$355K +$7.83K +113 +2%
CWM
787
Castle Wealth Management
Florida
$353K – – –
GC
788
Gratus Capital
Georgia
$353K -$2.77K -40 -0.8%
TFA
789
Triad Financial Advisors
North Carolina
$351K +$4.71K +68 +1%
MCM
790
Manchester Capital Management
Vermont
$350K – – –
ST
791
Spinnaker Trust
Maine
$350K – – –
LFA
792
Legacy Financial Advisors
Kentucky
$349K -$10.9K -157 -3%
WC
793
Weil Company
California
$349K – – –
EGA
794
E&G Advisors
Texas
$346K – – –
HA
795
Herold Advisors
New York
$346K – – –
RCAG
796
Rehmann Capital Advisory Group
Michigan
$343K +$1.11K +16 +0.3%
TVAMP
797
Tennessee Valley Asset Management Partners
Tennessee
$343K -$11K -159 -3%
VCM
798
Versant Capital Management
Arizona
$342K +$285K +4,110 +499%
FFM
799
Flagstone Financial Management
Nebraska
$341K – – –
DA
800
Dash Acquisitions
California
$341K – – –
30 31
32
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