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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 %
SAM
176
Sawgrass Asset Management
Florida
$7.29M +$7.29M +105,318 New
SDWMA
177
Schneider Downs Wealth Management Advisors
Pennsylvania
$7.29M -$884K -12,766 -11%
9WM
178
9258 Wealth Management
Ohio
$7.08M -$242K -3,493 -3%
BJL
179
Brighton Jones LLC
Washington
$7.02M -$16.9K -244 -0.2%
FB
180
Fulton Bank
Pennsylvania
$6.86M -$159K -2,293 -2%
LSPW
181
Lake Street Private Wealth
Illinois
$6.54M +$120K +1,731 +2%
GT
182
Glenmede Trust
Pennsylvania
$6.48M +$730K +10,540 +13%
FMC
183
First Merchants Corp
Indiana
$6.46M -$151K -2,182 -2%
EW
184
Evoke Wealth
California
$6.38M -$142K -2,045 -2%
MGIA
185
Moneta Group Investment Advisors
Missouri
$6.35M +$189K +2,730 +3%
IC
186
IEQ Capital
California
$6.32M -$1.16M -16,800 -16%
TMWM
187
Taylor & Morgan Wealth Management
Michigan
$6.3M -$188K -2,708 -3%
SQA
188
Simon Quick Advisors
New Jersey
$6.22M -$443K -6,400 -7%
WW
189
Westshore Wealth
California
$6.21M -$889K -12,834 -13%
FWM
190
FFT Wealth Management
Pennsylvania
$6.11M – – –
FAM
191
Forte Asset Management
New York
$6.09M -$1.67K -24 -0%
Citigroup
192
Citigroup
New York
$6.07M +$1.02M +14,712 +20%
RPC
193
Rossmore Private Capital
Connecticut
$6.06M +$187K +2,695 +3%
AFG
194
ABLE Financial Group
Arizona
$6.02M +$692K +9,995 +13%
BWFA
195
Baltimore-Washington Financial Advisors
Maryland
$5.99M -$60.1K -868 -1%
DT
196
Diversified Trust
Tennessee
$5.95M -$810K -11,694 -12%
SIC
197
Salem Investment Counselors
North Carolina
$5.93M -$12.2K -175 -0.2%
GLA
198
Great Lakes Advisors
Illinois
$5.88M -$215K -3,111 -4%
FTS
199
Fifth Third Securities
Ohio
$5.81M +$59.8K +860 +1%
VCA
200
Verdence Capital Advisors
Maryland
$5.63M +$91.8K +1,325 +2%
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