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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 %
HCP
951
Holt Capital Partners
Texas
$214K – – –
PCG
952
Prosperity Consulting Group
Maryland
$213K +$213K +3,081 New
PMG
953
ProVise Management Group
Florida
$213K -$39.9K -576 -16%
PCM
954
Poehling Capital Management
Wisconsin
$213K – – –
FFA
955
Fragasso Financial Advisors
Pennsylvania
$213K – – –
WDL
956
Well Done LLC
Michigan
$213K – – –
HP
957
Hilltop Partners
Indiana
$211K -$7.13K -103 -3%
JWM
958
JGP Wealth Management
Oregon
$211K – – –
WWP
959
Waypoint Wealth Partners
California
$210K – – –
FBA
960
Front Barnett Associates
Illinois
$210K – – –
1IA
961
1834 Investment Advisors
Wisconsin
$210K – – –
WCG
962
Weaver Consulting Group
California
$209K – – –
PSF
963
Pacific Sun Financial
California
$209K – – –
TA
964
TruWealth Advisors
Louisiana
$209K – – –
EA
965
Eclectic Associates
California
$208K – – –
DFA
966
DHJJ Financial Advisors
Illinois
$208K – – –
FIC
967
Family Investment Center
Missouri
$207K – – –
FAT
968
First American Trust
California
$207K – – –
GWM
969
GSB Wealth Management
Connecticut
$206K – – –
FWM
970
Fairhaven Wealth Management
Illinois
$205K – – –
RHP
971
Royal Harbor Partners
Texas
$204K – – –
FBT
972
First Bank & Trust
South Dakota
$204K – – –
TH
973
TCTC Holdings
Texas
$203K – – –
TC
974
TAGStone Capital
North Carolina
$203K – – –
Russell Investments Group
975
Russell Investments Group
United Kingdom
$203K -$31.7K -458 -14%
37 38
39
40 41