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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 %
FPCG
1151
Forum Private Client Group
Indiana
– -$1.05M -14,358 Closed
CWA
1152
CM Wealth Advisors
Ohio
– -$1.08M -14,324 Closed
HI
1153
HBK Investments
Texas
– -$866K -11,855 Closed
VWA
1154
V Wealth Advisors
Kansas
– -$693K -9,487 Closed
CWM
1155
Cordatus Wealth Management
Pennsylvania
– -$422K -5,783 Closed
GSAM
1156
Grant Street Asset Management
Pennsylvania
– -$402K -5,500 Closed
KWS
1157
Keystone Wealth Services
California
– -$300K -4,110 Closed
Fisher Asset Management
1158
Fisher Asset Management
Washington
– -$281K -3,848 Closed
VC
1159
Vicus Capital
Pennsylvania
– -$256K -3,509 Closed
VRM
1160
Vectors Research Management
New York
– -$248K -3,400 Closed
EFG
1161
Everhart Financial Group
Ohio
– -$240K -3,289 Closed
TWM
1162
TMD Wealth Management
Arizona
– -$229K -3,139 Closed
DCM
1163
DGS Capital Management
New Jersey
– -$229K -3,133 Closed
CGFA
1164
Colton Groome Financial Advisors
North Carolina
– -$220K -3,014 Closed
BCI
1165
Brinker Capital Investments
Pennsylvania
– -$217K -2,967 Closed
OPS
1166
Orion Portfolio Solutions
Nebraska
– -$217K -2,967 Closed
TC
1167
TownSquare Capital
Utah
– -$216K -2,955 Closed
KWMG
1168
King Wealth Management Group
Florida
– -$211K -2,885 Closed
CA
1169
Claro Advisors
Massachusetts
– -$210K -2,870 Closed
DIP
1170
Davis Investment Partners
North Carolina
– -$217K -2,868 Closed
OW
1171
Olistico Wealth
Oklahoma
– -$208K -2,849 Closed
WJA
1172
Willis Johnson & Associates
Texas
– -$208K -2,844 Closed
HCC
1173
Hirtle Callaghan & Co
Pennsylvania
– -$207K -2,838 Closed
ACM
1174
Alamar Capital Management
California
– -$206K -2,817 Closed
AIM
1175
Aspen Investment Management
Michigan
– -$205K -2,801 Closed
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47
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