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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.

Holders
1,138
Holders Change
-3
Holders Change %
-0.26%
% of All Funds
18.15%
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
1
Pathstone Family Office
New Jersey
$142M
2
US Bancorp
2
US Bancorp
Minnesota
$1.45B
3
Natixis Advisors
3
Natixis Advisors
Massachusetts
$71.5M
4
CA
4
Cetera Advisors
Colorado
$72.4M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$55.8M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$302M
2
MRC
2
Millburn Ridgefield Corp
New York
$49.7M
3
CCA
3
Catalyst Capital Advisors
New York
$49.7M
4
Wells Fargo
4
Wells Fargo
California
$2.43B
5
HNB
5
Huntington National Bank
Ohio
$35.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
76
Cambridge Investment Research Advisors
Iowa
$31M 447,597 +28,146 +7%
SPIA
77
Steward Partners Investment Advisory
New York
$30.8M 444,078 -5,514 -1%
BlackRock
78
BlackRock
New York
$29.5M 425,503 +106,500 +33%
SV
79
Starboard Value
New York
$29.4M 425,000 +275,000 +183%
DWM
80
Dakota Wealth Management
Florida
$29.1M 420,924 +5,871 +1%
MML Investors Services
81
MML Investors Services
Massachusetts
$29.1M 419,814 -13,583 -3%
BGDI
82
BW Gestao de Investimentos
Brazil
$28.2M 406,850 – –
SI
83
Stephens Inc
Arkansas
$27.6M 398,158 +9,428 +2%
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$26.9M 389,158 +95,287 +32%
Cerity Partners
85
Cerity Partners
New York
$26.8M 385,768 -147,998 -28%
AF
86
Alerus Financial
North Dakota
$26.7M 385,476 +111,782 +41%
DIP
87
DT Investment Partners
Pennsylvania
$25.5M 368,800 -989 -0.3%
SIA
88
Stegner Investment Associates
Kentucky
$24.9M 359,221 +1,872 +0.5%
FFA
89
First Foundation Advisors
California
$24.1M 347,404 +42,040 +14%
Brown Advisory
90
Brown Advisory
Maryland
$23.7M 342,499 -702 -0.2%
CCM
91
Coldstream Capital Management
Washington
$22.4M 323,422 +2,973 +0.9%
DADC
92
D.A. Davidson & Co
Montana
$22.3M 322,077 +10,085 +3%
EB
93
Eastern Bank
Massachusetts
$22.2M 320,709 +1,619 +0.5%
CT
94
Coastline Trust
Rhode Island
$22.2M 320,191 +18,433 +6%
KAS
95
Kestra Advisory Services
Texas
$21.8M 314,599 +18,315 +6%
RWA
96
River Wealth Advisors
Pennsylvania
$21.3M 308,276 +9,350 +3%
MCM
97
MAI Capital Management
Ohio
$21M 303,685 -2,619 -0.9%
SWP
98
Stratos Wealth Partners
Ohio
$20.2M 292,390 +15,757 +6%
CIG
99
Consolidated Investment Group
Colorado
$19.9M 287,160 – –
SIC
100
Sigma Investment Counselors
Michigan
$19.8M 286,084 +2,498 +0.9%
2 3
4
5 6