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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 %
AWC
901
Abundance Wealth Counselors
Pennsylvania
$249K +$249K +3,598 New
DSN
902
D. Scott Neal
Kentucky
$248K -$148K -2,125 -37%
OBWP
903
O'Brien Wealth Partners
Massachusetts
$248K – – –
ATC
904
Adirondack Trust Company
New York
$246K – – –
OWA
905
Octavia Wealth Advisors
Ohio
$244K +$11.5K +165 +5%
Neuberger Berman Group
906
Neuberger Berman Group
New York
$242K -$13K -188 -5%
ACA
907
Affinity Capital Advisors
California
$241K +$241K +3,486 New
HCM
908
Howland Capital Management
Massachusetts
$240K – – –
BL
909
Balentine LLC
Georgia
$240K – – –
SB
910
Strategic Blueprint
Georgia
$240K -$29.3K -423 -11%
MAM
911
Madison Asset Management
Wisconsin
$238K +$238K +3,437 New
BCAM
912
Boston Common Asset Management
Massachusetts
$238K – – –
TRIA
913
Trail Ridge Investment Advisors
Colorado
$238K -$65.8K -950 -22%
VAS
914
Vestmark Advisory Solutions
Massachusetts
$236K +$18.6K +268 +9%
APW
915
Acima Private Wealth
Virginia
$236K – – –
TIM
916
Tortoise Investment Management
New York
$235K – – –
RTC
917
Riverview Trust Company
Washington
$235K +$179K +2,592 +323%
JIC
918
Joel Isaacson & Co
New York
$234K -$8.93K -129 -4%
DA
919
Detalus Advisors
Missouri
$232K +$1.8K +26 +0.8%
PFBT
920
Parkside Financial Bank & Trust
Missouri
$232K +$214K +3,091 +1,227%
CP
921
Covenant Partners
Tennessee
$231K – – –
ORC
922
O'Rourke & Company
Massachusetts
$231K – – –
Betterment LLC
923
Betterment LLC
New York
$230K +$14.5K +209 +7%
VBWMG
924
Von Berge Wealth Management Group
California
$229K – – –
UIA
925
Ulland Investment Advisors
Minnesota
$229K – – –
35 36
37
38 39