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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 %
CAL
1001
Capital Advisors Ltd
Ohio
$145K – – –
BFPW
1002
BOK Financial Private Wealth
Colorado
$140K +$124K +1,785 +797%
LWANC
1003
Laurel Wealth Advisors (North Carolina)
North Carolina
$140K – – –
CWC
1004
Carolinas Wealth Consulting
North Carolina
$139K +$526 +8 +0.4%
WC
1005
Westwind Capital
New Mexico
$135K -$9.73K -140 -7%
BA
1006
Ballast Advisors
Minnesota
$133K +$1.45K +21 +1%
DWMG
1007
DB Wealth Management Group
California
$131K – – –
FIM
1008
FWL Investment Management
Texas
$129K +$129K +1,860 New
CPG
1009
Cornerstone Planning Group
New Jersey
$125K – – –
MFC
1010
Mechanics Financial Corp
Ohio
$125K – – –
Legacy Financial Group (Iowa)
1011
Legacy Financial Group (Iowa)
Iowa
$121K +$121K +1,743 New
IA
1012
IFP Advisors
Florida
$119K -$4.98K -72 -4%
LFA
1013
LGT Financial Advisors
Texas
$119K – – –
AF
1014
Advisornet Financial
Minnesota
$119K -$216K -3,117 -64%
HPIA
1015
Hamilton Point Investment Advisors
North Carolina
$116K – – –
SR
1016
Syntax Research
Florida
$116K +$116K +1,678 New
PWA
1017
Provenance Wealth Advisors
Florida
$114K +$114K +1,649 New
CB
1018
CNB Bank
Pennsylvania
$113K +$43.3K +625 +63%
Simplex Trading
1019
Simplex Trading
Illinois
$112K +$112K +1,623 New
S
1020
SignatureFD
Georgia
$111K +$106K +1,532 +1,964%
AIC
1021
Archer Investment Corporation
Indiana
$111K – – –
CFGS
1022
Concourse Financial Group Securities
Alabama
$107K -$3.48K -50 -3%
FFL
1023
Financial Freedom LLC
Ohio
$105K – – –
TSWM
1024
Tyler-Stone Wealth Management
Ohio
$103K – – –
HL
1025
HeadInvest LLC
Maine
$103K +$103K +1,500 New
39 40
41
42 43