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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 %
EDRH
1051
Edmond de Rothschild Holding
Switzerland
$65K +$65K +938 New
GWMIA
1052
Global Wealth Management Investment Advisory
Florida
$64.4K – – –
National Bank of Canada
1053
National Bank of Canada
Quebec, Canada
$63.5K – – –
LWA
1054
Lowe Wealth Advisors
Maryland
$62.3K – – –
PIA
1055
Powell Investment Advisors
Florida
$62.3K +$62.3K +900 New
DAC
1056
Dividend Assets Capital
South Carolina
$62K – – –
MIM
1057
Macroview Investment Management
Maryland
$61.1K +$30.6K +442 +100%
EBA
1058
Eagle Bay Advisors
New York
$59.5K +$11.6K +167 +24%
FA
1059
Faithward Advisors
Pennsylvania
$57.3K -$26K -380 -31%
FIA
1060
FNY Investment Advisers
New York
$55K +$55K +800 New
NFSG
1061
Newbridge Financial Services Group
Florida
$53.1K +$6.44K +93 +14%
PAI
1062
Pittenger & Anderson Inc
Nebraska
$53K – – –
BC
1063
Barrett & Company
Rhode Island
$51.9K – – –
NIC
1064
Northwest Investment Counselors
Oregon
$50K +$50K +721 New
WTA
1065
Washington Trust Advisors
Massachusetts
$49.2K – – –
CMA
1066
Cedar Mountain Advisors
Oregon
$45.8K -$7.27K -105 -14%
FFA
1067
Farther Finance Advisors
California
$45.2K +$28.2K +407 +166%
BCMLT
1068
Beacon Capital Management LLC (Tennessee)
Tennessee
$43.8K – – –
HR
1069
Howe & Rusling
New York
$42.9K -$60.8K -878 -59%
GWSG
1070
GPS Wealth Strategies Group
Colorado
$42.7K – – –
FWM
1071
Focused Wealth Management
New York
$42.5K – – –
MFA
1072
Morling Financial Advisors
California
$42.4K – – –
WWM
1073
Wolff Wiese Magana
California
$41.9K – – –
HGERS
1074
Householder Group Estate & Retirement Specialist
Arizona
$41.3K +$41.3K +595 New
NMG
1075
New Millennium Group
Utah
$40K – – –
41 42
43
44 45