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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 %
GIA
926
Guyasuta Investment Advisors
Pennsylvania
$229K -$10.2K -148 -4%
MIC
927
Meridian Investment Counsel
California
$227K – – –
FWI
928
Facet Wealth Inc
Maryland
$227K +$1.84K +28 +0.8%
TA
929
TFG Advisers
Michigan
$226K -$1.45K -21 -0.6%
LIA
930
LBMC Investment Advisors
Tennessee
$225K +$674 +10 +0.3%
OHWP
931
Oak Harbor Wealth Partners
North Carolina
$225K – – –
LI
932
LVZ Inc
Michigan
$225K – – –
EBT
933
Enterprise Bank & Trust
Massachusetts
$223K -$5.54K -80 -2%
WW
934
Waterfront Wealth
Kansas
$222K +$66 +1 +0%
VDI
935
Vaughan David Investments
Illinois
$221K – – –
TCWM
936
Total Clarity Wealth Management
Illinois
$221K +$221K +3,187 New
MFG
937
Merit Financial Group
Georgia
$221K -$19.2K -277 -8%
MOS
938
MGO One Seven
Ohio
$221K +$221K +3,186 New
PPC
939
Park Place Capital
Alabama
$219K – – –
FAM
940
Formidable Asset Management
Ohio
$219K – – –
BCM
941
Brookstone Capital Management
Illinois
$218K -$163K -2,413 -43%
GGS
942
Galvin Gaustad & Stein
Arizona
$217K -$277 -4 -0.1%
LNB
943
Ledyard National Bank
$217K +$217K +3,138 New
RA
944
RFG Advisory
Alabama
$217K +$3.88K +56 +2%
FDCDDQ
945
Federation des caisses Desjardins du Quebec
Quebec, Canada
$217K +$87.4K +1,262 +67%
TAM
946
Townsend Asset Management
North Carolina
$217K – – –
FAM
947
Flaharty Asset Management
Florida
$216K – – –
EA
948
Emerald Advisors
Washington
$216K – – –
CIAS
949
CBIZ Investment Advisory Services
Ohio
$215K – – –
TA
950
Tiedemann Advisors
New York
$215K – – –
36 37
38
39 40