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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 %
AWE
151
Avidian Wealth Enterprises
Texas
$9.21M -$109K -1,572 -1%
SWM
152
Shelton Wealth Management
Texas
$9.11M -$76.2K -1,101 -0.8%
PG
153
Proffitt & Goodson
Tennessee
$9.04M -$1.72M -24,777 -16%
BC
154
Bartlett & Co
Ohio
$8.96M +$315K +4,533 +4%
BCWM
155
Bartlett & Co Wealth Management
Ohio
$8.96M +$315K +4,533 +4%
Lido Advisors
156
Lido Advisors
California
$8.68M +$2.2M +31,758 +34%
FHA
157
First Horizon Advisors
Tennessee
$8.62M +$253K +3,660 +3%
RJT
158
Raymond James Trust
Florida
$8.38M -$92.7K -1,338 -1%
WB
159
West Bancorporation
Iowa
$8.37M +$442K +6,389 +6%
BRWA
160
B. Riley Wealth Advisors
Florida
$8.21M +$2.07M +29,803 +34%
UWPG
161
Ullmann Wealth Partners Group
Florida
$8.19M -$141K -2,043 -2%
ATC
162
Argent Trust Co
Tennessee
$8.18M +$4.78M +69,048 +141%
CFA
163
Cahill Financial Advisors
Minnesota
$8.05M -$102K -1,469 -1%
ATPW
164
Ashton Thomas Private Wealth
Arizona
$7.95M +$130K +1,873 +2%
CAM
165
Campion Asset Management
Virginia
$7.91M -$26.7K -385 -0.3%
SWP
166
Summit Wealth Partners
Florida
$7.83M +$210K +3,038 +3%
LPAM
167
Lodestar Private Asset Management
California
$7.68M -$1.14M -16,506 -13%
FNT
168
First National Trust
Pennsylvania
$7.64M +$121K +1,754 +2%
MNBTD
169
Moody National Bank Trust Division
Texas
$7.61M -$9.9K -143 -0.1%
FNFDCM
170
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$7.6M -$19.8K -286 -0.3%
MWA
171
Moser Wealth Advisors
Washington
$7.55M +$14.5K +209 +0.2%
SIG
172
Stonegate Investment Group
Alabama
$7.51M – – –
SC
173
Savant Capital
Illinois
$7.45M -$61.4K -887 -0.8%
FSC
174
Full Sail Capital
Oklahoma
$7.36M -$266K -3,834 -3%
EH
175
Equitable Holdings
New York
$7.31M +$325K +4,693 +5%
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