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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 %
SC
1176
Scotia Capital
Ontario, Canada
– -$204K -2,800 Closed
AMM
1177
American Money Management
California
– -$204K -2,800 Closed
VNB
1178
Virginia National Bank
Virginia
– -$204K -2,787 Closed
EWP
1179
Engrave Wealth Partners
Texas
– -$203K -2,780 Closed
BC
1180
Burney Company
Virginia
– -$203K -2,773 Closed
VIA
1181
Vickerman Investment Advisors
Washington
– -$200K -2,744 Closed
HBT
1182
Hills Bank & Trust
Iowa
– -$183K -2,500 Closed
AC
1183
Asio Capital
Kentucky
– -$168K -2,300 Closed
PIAS
1184
PCA Investment Advisory Services
Ohio
– -$150K -2,051 Closed
MCI
1185
MRP Capital Investments
Georgia
– -$146K -1,996 Closed
MIH
1186
Meitav Investment House
Israel
– -$144K -1,978 Closed
VAG
1187
VisionPoint Advisory Group
Texas
– -$136K -1,860 Closed
CFO
1188
CVA Family Office
Colorado
– -$112K -1,533 Closed
FA
1189
Fiduciary Alliance
South Carolina
– -$111K -1,517 Closed
WP
1190
WealthPLAN Partners
Nebraska
– -$75K -1,027 Closed
RI
1191
Ridgewood Investments
New Jersey
– -$67.8K -928 Closed
CAS
1192
Coppell Advisory Solutions
Texas
– -$49.1K -679 Closed
TAM
1193
Tucker Asset Management
Colorado
– -$35.4K -485 Closed
RCM
1194
Robinson Capital Management
Michigan
– -$34.7K -475 Closed
RDIA
1195
RE Dickinson Investment Advisors
Iowa
– -$32K -435 Closed
KM
1196
Kalos Management
Georgia
– -$29.4K -402 Closed
JWM
1197
Janiczek Wealth Management
Colorado
– -$27.6K -378 Closed
AA
1198
Addison Advisors
Vermont
– -$23.7K -325 Closed
IGWM
1199
ICA Group Wealth Management
Colorado
– -$18.4K -252 Closed
TFP
1200
Tilia Fiduciary Partners
North Carolina
– -$17.8K -244 Closed
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