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iShares Russell Mid-Cap ETF
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Overview Fund Activity

1,397 hedge funds and large institutions have $31.8B invested in iShares Russell Mid-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 194 funds opening new positions, 470 increasing their positions, 398 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,397
Holders Change
+113
Holders Change %
+8.8%
% of All Funds
18.6%
Holding in Top 10
63
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.35%
% of All Funds
0.84%
New
194
Increased
470
Reduced
398
Closed
55
Calls
$12.3M
Puts
$354K
Net Calls
+$12M
Net Calls Change
+$6.42M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$5.5B
2
Bank of America
Bank of America
North Carolina
$5.45B
3
Wells Fargo
Wells Fargo
California
$3.02B
4
Lido Advisors
Lido Advisors
California
$80.2M
5
Morgan Stanley
Morgan Stanley
New York
$705M

Top Sellers

1
US Bancorp
US Bancorp
Minnesota
$1.67B
2
UBS Group
UBS Group
Switzerland
$475M
3
HNB
Huntington National Bank
Ohio
$47.7M
4
GC
Gilbert & Cook
Iowa
$40.7M
5
IAIM
International Assets Investment Management
Florida
$797K
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
226
Aptus Capital Advisors
Alabama
$6.3M -$72.4K -819 -1%
FAM
227
Forte Asset Management
New York
$6.22M -$774K -8,751 -11%
Renaissance Technologies
228
Renaissance Technologies
New York
$6.18M +$5.34M +60,400 +636%
OGF
229
Orin Green Financial
California
$6.18M -$6.18M -70,149 Closed
CAM
230
Carret Asset Management
New York
$6.16M +$42.4K +480 +0.7%
CWM
231
Chesapeake Wealth Management
Virginia
$6.14M -$31.1K -352 -0.5%
CWP
232
CFM Wealth Partners
Texas
$6.08M -$69K -780 -1%
NFG
233
Nadler Financial Group
Illinois
$6.07M +$63.2K +715 +1%
Citigroup
234
Citigroup
New York
$5.98M +$557K +6,305 +10%
SWM
235
Shelton Wealth Management
Texas
$5.93M -$485K -5,481 -8%
OCM
236
One Capital Management
California
$5.89M +$183K +2,066 +3%
MWM
237
Modera Wealth Management
New Jersey
$5.77M +$207K +2,347 +4%
BWA
238
Beam Wealth Advisors
Louisiana
$5.74M -$206K -2,327 -3%
SA
239
Sincerus Advisory
New York
$5.73M +$5.73M +64,861 New
PPWM
240
Paragon Private Wealth Management
Kentucky
$5.73M +$530K +5,997 +10%
KAM
241
Knightsbridge Asset Management
California
$5.7M +$183K +2,071 +3%
TTWM
242
TCV Trust & Wealth Management
Virginia
$5.64M -$22.8K -258 -0.4%
EFS
243
Essex Financial Services
Connecticut
$5.64M +$2.65K +30 +0%
SVWAG
244
Sound View Wealth Advisors Group
Georgia
$5.61M +$23.9K +270 +0.4%
SFG
245
Sunburst Financial Group
Alabama
$5.48M -$116K -1,309 -2%
ANC
246
Ames National Corp
Iowa
$5.46M +$5.46M +61,758 New
S
247
Sachetta
Massachusetts
$5.44M +$88 +1 +0%
FNBT
248
FineMark National Bank & Trust
Florida
$5.38M -$69.6K -787 -1%
AIM
249
Acropolis Investment Management
Missouri
$5.38M +$2.65K +30 +0%
Bessemer Group
250
Bessemer Group
New Jersey
$5.38M -$1.17M -13,275 -18%
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