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iShares Russell Mid-Cap ETF
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Overview Fund Activity

1,234 hedge funds and large institutions have $27.4B invested in iShares Russell Mid-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 417 increasing their positions, 414 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,234
Holders Change
-15
Holders Change %
-1.2%
% of All Funds
17.95%
Holding in Top 10
65
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.56%
% of All Funds
0.95%
New
80
Increased
417
Reduced
414
Closed
79
Calls
$6.97M
Puts
$1.14M
Net Calls
+$5.83M
Net Calls Change
-$5.6M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$3.35B
2
Natixis Advisors
Natixis Advisors
Massachusetts
$135M
3
PFM
Premier Fund Managers
United Kingdom
$97.2M
4
CA
Clearstead Advisors
Ohio
$63.3M
5
AssetMark Inc
AssetMark Inc
California
$39.4M

Top Sellers

1
Citigroup
Citigroup
New York
$12M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$597M
3
Wells Fargo
Wells Fargo
California
$2.71B
4
HNB
Huntington National Bank
Ohio
$42M
5
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$365M
Name Holding Trade Value Shares
Change 		Shares
Change %
WSFS
226
Wilmington Savings Fund Society
Delaware
$5.54M -$86.4K -1,066 -2%
HSBC Holdings
227
HSBC Holdings
United Kingdom
$5.48M +$2.74M +33,812 +100%
CWP
228
CFM Wealth Partners
Texas
$5.45M +$697K +8,594 +15%
FNBT
229
FineMark National Bank & Trust
Florida
$5.44M +$1.78K +22 +0%
NFG
230
Nadler Financial Group
Illinois
$5.43M +$224K +2,764 +4%
TTWM
231
TCV Trust & Wealth Management
Virginia
$5.43M +$150K +1,856 +3%
BWA
232
Beam Wealth Advisors
Louisiana
$5.33M -$255K -3,144 -5%
EFS
233
Essex Financial Services
Connecticut
$5.32M +$215K +2,628 +4%
FA
234
FDx Advisors
Illinois
$5.28M -$211K -2,602 -4%
CHC
235
City Holding Co
West Virginia
$5.27M +$5.51K +68 +0.1%
S
236
Sachetta
Massachusetts
$5.21M +$10.8K +128 +0.2%
CWM
237
Cahaba Wealth Management
Georgia
$5.17M -$6.16K -76 -0.1%
SFG
238
Sunburst Financial Group
Alabama
$5.15M -$49.2K -607 -0.9%
MWM
239
Modera Wealth Management
New Jersey
$5.1M +$56.2K +693 +1%
CCA
240
Conservest Capital Advisors
Pennsylvania
$5.08M – – –
KAM
241
Knightsbridge Asset Management
California
$4.97M +$342K +4,218 +7%
CWM
242
Chesapeake Wealth Management
Virginia
$4.92M -$325K -4,010 -6%
TFCP
243
Twin Focus Capital Partners
Massachusetts
$4.9M -$38.1K -470 -0.8%
OCM
244
One Capital Management
California
$4.89M -$449K -5,535 -8%
AIM
245
Acropolis Investment Management
Missouri
$4.89M +$9.73K +120 +0.2%
WB
246
WesBanco Bank
West Virginia
$4.85M -$73.1K -902 -1%
TCM
247
Triumph Capital Management
Colorado
$4.8M +$157K +1,937 +3%
CGPCS
248
Capital Group Private Client Services
California
$4.72M -$9.57K -118 -0.2%
TCWA
249
Turtle Creek Wealth Advisors
Texas
$4.71M -$63.2K -779 -1%
JFGIW
250
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.69M -$91.1K -1,124 -2%
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