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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 %
SS
201
Simplicity Solutions
Minnesota
$5.56M -$926K -13,377 -14%
CTC
202
Central Trust Company
Missouri
$5.55M -$18.7K -270 -0.3%
SWA
203
Sutton Wealth Advisors
Florida
$5.43M +$61.1K +882 +1%
SBH
204
Segall Bryant & Hamill
Illinois
$5.41M +$38K +549 +0.7%
FA
205
FDx Advisors
Illinois
$5.37M -$566K -8,171 -10%
TWM
206
Tolleson Wealth Management
Texas
$5.35M -$137K -1,969 -2%
BWA
207
Beam Wealth Advisors
Louisiana
$5.35M -$2.71M -39,201 -34%
AWS
208
Atria Wealth Solutions
New York
$5.22M +$1.8M +25,908 +53%
BC
209
Bricktown Capital
Michigan
$5.18M -$900K -13,000 -15%
VOYA Investment Management
210
VOYA Investment Management
Georgia
$5.15M -$11.5M -166,019 -69%
OGF
211
Orin Green Financial
California
$5.13M -$82.5K -1,191 -2%
JFGIW
212
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.09M -$236K -3,400 -4%
HPM
213
Hoxton Planning & Management
West Virginia
$5.07M +$274K +3,951 +6%
BFG
214
Bleakley Financial Group
New Jersey
$5.06M -$936K -13,510 -16%
AllianceBernstein
215
AllianceBernstein
Tennessee
$5.06M -$13.9K -200 -0.3%
CCA
216
Conservest Capital Advisors
Pennsylvania
$5.06M +$21.9K +316 +0.4%
WSFS
217
Wilmington Savings Fund Society
Delaware
$5.04M -$147K -2,117 -3%
TLA
218
Tanglewood Legacy Advisors
Texas
$5M -$18.7K -270 -0.4%
CW
219
Connectus Wealth
Ohio
$4.92M +$4.67M +67,481 +1,876%
CAM
220
Carret Asset Management
New York
$4.84M -$19.9K -287 -0.4%
TTWM
221
TCV Trust & Wealth Management
Virginia
$4.84M -$4.57K -66 -0.1%
GT
222
Greenleaf Trust
Michigan
$4.76M +$427K +6,173 +10%
CHC
223
City Holding Co
West Virginia
$4.76M +$52.1K +752 +1%
TBWA
224
Three Bridge Wealth Advisors
California
$4.75M -$239K -3,434 -5%
FNBT
225
FineMark National Bank & Trust
Florida
$4.75M -$46.7K -675 -1%
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