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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
$142M
2
US Bancorp
US Bancorp
Minnesota
$1.45B
3
Natixis Advisors
Natixis Advisors
Massachusetts
$71.5M
4
CA
Cetera Advisors
Colorado
$72.4M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$55.8M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$302M
2
MRC
Millburn Ridgefield Corp
New York
$49.7M
3
CCA
Catalyst Capital Advisors
New York
$49.7M
4
Wells Fargo
Wells Fargo
California
$2.43B
5
HNB
Huntington National Bank
Ohio
$35.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
NG
1126
NWK Group
California
$8.86K -$10.7K -155 -55%
EWM
1127
EPG Wealth Management
Georgia
$8.31K – – –
SFC
1128
SYM Financial Corp
Indiana
$6.77K +$2.35K +34 +53%
IPW
1129
Impact Partnership Wealth
Georgia
$6.51K -$9.21K -133 -59%
LOIP
1130
Live Oak Investment Partners
Texas
$6.51K -$2.41K – –
AW
1131
Avion Wealth
Texas
$6K – – –
AWM
1132
Aspire Wealth Management
Massachusetts
$5.61K – – –
HFM
1133
Hartford Financial Management
Connecticut
$3.46K – – –
BFA
1134
BBJS Financial Advisors
Washington
$2.77K – – –
AWM
1135
Abound Wealth Management
Tennessee
$2.7K – – –
CSWG
1136
Cardinal Strategic Wealth Guidance
Kentucky
$2.01K – – –
KFS
1137
Kelly Financial Services
Massachusetts
$900 +$900 +13 New
LCOV
1138
London Company of Virginia
Virginia
$281 -$316K -4,496 -100%
DT
1139
Daniels + Tansey
Delaware
$161 -$4.13K -77,032 -96%
PLU
1140
Performa Ltd (US)
South Carolina
$69 +$69 +1 New
V
1141
Veritable
Delaware
– -$149M -2,038,798 Closed
PCIG
1142
Partners Capital Investment Group
Massachusetts
– -$27.8M -380,748 Closed
CVA
1143
Ceredex Value Advisors
Florida
– -$20.2M -276,500 Closed
TAIM
1144
TD Ameritrade Investment Management
Nebraska
– -$11.2M -153,861 Closed
NWM
1145
NEIRG Wealth Management
Massachusetts
– -$3.85M -52,732 Closed
TA
1146
TFB Advisors
Kansas
– -$2.22M -30,459 Closed
MFP
1147
Meridian Financial Partners
Virginia
– -$1.84M -24,462 Closed
FTUS
1148
Flow Traders U.S.
New York
– -$1.42M -19,428 Closed
SIA
1149
SkyView Investment Advisors
New Jersey
– -$1.31M -17,997 Closed
SI
1150
Saxon Interests
Texas
– -$1.28M -17,569 Closed
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