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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 %
FA
876
Financial Alternatives
California
$264K – – –
CWM
877
Congress Wealth Management
Massachusetts
$263K – – –
EWM
878
Evermay Wealth Management
Virginia
$263K – – –
VFG
879
V2 Financial group
Illinois
$263K – – –
PTP
880
Platform Technology Partners
New York
$263K – – –
UL
881
Unionview LLC
Washington
$263K – – –
PPW
882
PACK Private Wealth
Minnesota
$261K – – –
SWA
883
Sax Wealth Advisors
New Jersey
$261K +$261K +3,769 New
LWMNY
884
Landmark Wealth Management (New York)
New York
$260K +$260K +3,757 New
TDWM
885
Topel & Distasi Wealth Management
California
$260K – – –
PA
886
PFG Advisors
Arizona
$257K +$257K +3,712 New
BAM
887
Belpointe Asset Management
Nevada
$256K +$45K +650 +21%
WWM
888
Western Wealth Management
Colorado
$256K -$1.94K -28 -0.8%
First Manhattan
889
First Manhattan
New York
$255K +$29.1K +420 +13%
FEG
890
Fund Evaluation Group
Ohio
$255K – – –
UCB
891
United Community Bank
South Carolina
$255K – – –
NP
892
NorthRock Partners
Minnesota
$253K +$18.1K +262 +8%
CAL
893
Capital Analysts LLC
Pennsylvania
$253K – – –
PIFP
894
Partners in Financial Planning
Virginia
$253K – – –
CFS
895
CRA Financial Services
New Jersey
$251K -$4.5K -65 -2%
OA
896
Oxbow Advisors
Texas
$251K – – –
KWM
897
Kolinsky Wealth Management
New Jersey
$249K +$2.15K +31 +0.9%
SFO
898
Stokes Family Office
Louisiana
$249K +$249K +3,601 New
ICM
899
IMS Capital Management
Oregon
$249K – – –
MCCP
900
Mission Creek Capital Partners
California
$249K – – –
34 35
36
37 38