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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 %
VNA
826
Valley National Advisers
Pennsylvania
$310K – – –
TSS
827
Two Sigma Securities
New York
$310K +$310K +4,476 New
FDDB
828
Fidelity D&D Bancorp
Pennsylvania
$310K +$310K +4,471 New
HW
829
Hancock Whitney
Mississippi
$308K -$238K -3,434 -44%
NIM
830
Northeast Investment Management
Massachusetts
$308K – – –
CCA
831
Checchi Capital Advisers
California
$307K – – –
M1FG
832
Mach-1 Financial Group
Arkansas
$306K +$15.2K +219 +5%
HCM
833
HMS Capital Management
Tennessee
$304K – – –
PL
834
Plancorp LLC
Missouri
$303K – – –
AWAG
835
ARS Wealth Advisors Group
Florida
$302K -$28.5K -412 -9%
CCM
836
Colorado Capital Management
Colorado
$302K – – –
IIA
837
ICW Investment Advisors
Arizona
$301K +$301K +4,352 New
OL
838
Optas LLC
Texas
$301K – – –
RBC
839
Romano Brothers & Co
Illinois
$300K – – –
WCWM
840
Willow Creek Wealth Management
California
$296K – – –
TCOV
841
Trust Company of Vermont
Vermont
$295K +$1.8K +26 +0.6%
BFG
842
Bouchey Financial Group
New York
$293K – – –
GSIS
843
Global Strategic Investment Solutions
Arizona
$293K – – –
FPFS
844
First Personal Financial Services
North Carolina
$292K – – –
Wellington Management Group
845
Wellington Management Group
Massachusetts
$291K – – –
CA
846
Cullinan Associates
Kentucky
$291K – – –
AIA
847
Arbor Investment Advisors
North Carolina
$288K – – –
ST
848
Sentinel Trust
Texas
$288K – – –
MAM
849
MWA Asset Management
Massachusetts
$288K +$288K +4,154 New
HWM
850
Hohimer Wealth Management
Washington
$287K – – –
32 33
34
35 36