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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.

Holders
1,138
Holders Change
-3
Holders Change %
-0.26%
% of All Funds
18.15%
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
1
Pathstone Family Office
New Jersey
$142M
2
US Bancorp
2
US Bancorp
Minnesota
$1.45B
3
Natixis Advisors
3
Natixis Advisors
Massachusetts
$71.5M
4
CA
4
Cetera Advisors
Colorado
$72.4M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$55.8M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$302M
2
CCA
2
Catalyst Capital Advisors
New York
$49.7M
3
MRC
3
Millburn Ridgefield Corp
New York
$49.7M
4
Wells Fargo
4
Wells Fargo
California
$2.43B
5
HNB
5
Huntington National Bank
Ohio
$35.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
XF
101
XML Financial
Maryland
$19.4M -$497K -7,174 -2%
HFS
102
Hantz Financial Services
Michigan
$19.1M +$887K +12,806 +5%
ANB
103
Amarillo National Bank
Texas
$18.9M -$2.68M -38,705 -12%
CA
104
Clearstead Advisors
Ohio
$17.9M +$8.83M +127,574 +98%
TFA
105
Transamerica Financial Advisors
Florida
$17.5M -$50.3K -727 -0.3%
NA
106
NewEdge Advisors
Louisiana
$17M +$2.19M +31,610 +15%
CG
107
Colony Group
Massachusetts
$16.7M +$9.63K +139 +0.1%
MIM
108
Miller Investment Management
Pennsylvania
$16.6M +$52.3K +755 +0.3%
KOC
109
Koss-Olinger Consulting
Florida
$16.4M -$13.5K -195 -0.1%
GP
110
Girard Partners
Pennsylvania
$16.2M +$85K +1,228 +0.5%
Stifel Financial
111
Stifel Financial
Missouri
$15.9M -$28.1K -406 -0.2%
FFN
112
Focus Financial Network
Minnesota
$15.7M +$648K +9,310 +4%
GIA
113
Goodwin Investment Advisory
Georgia
$15.5M +$317K +4,579 +2%
SFP
114
Strategic Financial Partners
Oregon
$15.4M +$4.45M +64,284 +41%
RFC
115
Regions Financial Corp
Alabama
$15.4M -$451K -6,508 -3%
WTC
116
WhitTier Trust Company
Nevada
$14.4M -$272K -3,932 -2%
PA
117
PFW Advisors
Georgia
$14.3M +$37.3K +538 +0.3%
TCB
118
Texas Capital Bancshares
Texas
$14.1M +$1.29M +18,667 +10%
Kayne Anderson Rudnick Investment Management
119
Kayne Anderson Rudnick Investment Management
California
$13.9M +$454K +6,557 +3%
RSWM
120
Robertson Stephens Wealth Management
California
$13.4M +$4.55M +65,384 +51%
WC
121
Woodstock Corp
Massachusetts
$13.4M -$16.6K -240 -0.1%
BPA
122
Beacon Pointe Advisors
California
$13.3M +$4.36M +62,939 +49%
Mercer Global Advisors
123
Mercer Global Advisors
Colorado
$13.3M -$81.6K -1,178 -0.6%
CI
124
Conning Inc
Connecticut
$13.2M -$1.64M -23,709 -11%
SCG
125
Sonata Capital Group
Washington
$12.8M -$198K -2,852 -2%
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5
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