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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 %
FIM
976
Fernwood Investment Management
Massachusetts
$202K – – –
MFA
977
Mayflower Financial Advisors
Massachusetts
$202K +$202K +2,916 New
DI
978
DFPG Investments
Utah
$202K -$267K -3,948 -57%
AF
979
Apexium Financial
Texas
$201K – – –
BAG
980
Briggs Advisory Group
Rhode Island
$201K – – –
PI
981
Pettee Investors
Connecticut
$201K – – –
GKIM
982
GW&K Investment Management
Massachusetts
$196K – – –
PCTC
983
Perkins Coie Trust Company
Washington
$194K – – –
HWM
984
Horizons Wealth Management
North Carolina
$193K -$3.95K -57 -2%
GIA
985
GHP Investment Advisors
Colorado
$192K +$957 +14 +0.5%
MIM
986
MTM Investment Management
South Carolina
$192K – – –
HWM
987
HighMark Wealth Management
Minnesota
$189K – – –
GI
988
Gradient Investments
Minnesota
$188K +$5.33K +77 +3%
GJIA
989
Glass Jacobson Investment Advisors
Maryland
$187K +$30.3K +437 +19%
MM
990
Main Management
California
$184K – – –
PCMC
991
Private Capital Management (Colorado)
Colorado
$182K – – –
FRA
992
Front Row Advisors
California
$181K – – –
HCM
993
Hillman Capital Management
Maryland
$180K -$5.06K -73 -3%
AWM
994
Avior Wealth Management
Nebraska
$176K – – –
CSWM
995
Cassady Schiller Wealth Management
Ohio
$166K +$6.92K +100 +4%
BG
996
Bollard Group
Massachusetts
$160K – – –
AT
997
Avalon Trust
New Mexico
$159K – – –
OLVIG
998
Oliver Lagore Vanvalin Investment Group
Michigan
$159K -$159K -2,295 -50%
BCP
999
Blue Chip Partners
Michigan
$157K – – –
USB
1000
Union Savings Bank
Connecticut
$154K – – –
38 39
40
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