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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 %
AF
801
Arrow Financial
New York
$340K -$9.56K -138 -3%
AHB
802
Abner Herrman & Brock
New Jersey
$339K -$693 -10 -0.2%
WI
803
Wintrust Investments
Illinois
$338K – – –
SFG
804
Sather Financial Group
Texas
$337K +$337K +4,863 New
CSC
805
Caldwell Sutter Capital
California
$335K – – –
NCM
806
NCM Capital Management
New Jersey
$332K – – –
NFP
807
Narus Financial Partners
Utah
$330K +$44.1K +637 +15%
JFG
808
Jefferies Financial Group
New York
$328K – – –
CB
809
Cadence Bank
Mississippi
$328K – – –
RVPG
810
Relative Value Partners Group
$327K – – –
FAIM
811
Financial Advocates Investment Management
Washington
$327K -$55.1K -796 -14%
FPAS
812
Focus Partners Advisor Solutions
Missouri
$327K -$416 -6 -0.1%
MFA
813
McClarren Financial Advisors
Pennsylvania
$326K – – –
CW
814
CIC Wealth
Maryland
$326K – – –
BWP
815
Bernardo Wealth Planning
Pennsylvania
$321K -$23.3K -337 -7%
NRI
816
NFP Retirement Inc
California
$319K -$9.97K -144 -3%
WOC
817
West Oak Capital
California
$319K – – –
BB
818
Bell Bank
North Dakota
$319K – – –
HFP
819
Holistic Financial Partners
Indiana
$319K – – –
EFN
820
Equita Financial Network
Pennsylvania
$318K +$318K +4,587 New
CCP
821
Cassia Capital Partners
North Carolina
$316K – – –
PWM
822
PBMares Wealth Management
Virginia
$315K – – –
AWA
823
Aaron Wealth Advisors
Illinois
$314K -$13.7K -198 -4%
RBC
824
Roble Belko & Company
Pennsylvania
$311K – – –
AG
825
Ascent Group
Virginia
$310K +$541 +8 +0.2%
31 32
33
34 35