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iShares Russell Mid-Cap ETF
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Overview Fund Activity

1,249 hedge funds and large institutions have $27.1B invested in iShares Russell Mid-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 380 increasing their positions, 473 reducing their positions, and 61 closing their positions.

Holders
1,249
Holders Change
+6
Holders Change %
+0.48%
% of All Funds
18.11%
Holding in Top 10
64
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.93%
New
86
Increased
380
Reduced
473
Closed
61
Calls
$12.4M
Puts
$976K
Net Calls
+$11.4M
Net Calls Change
-$2.65M

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$2.07B
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$100M
3
Mariner
3
Mariner
Kansas
$124M
4
Citigroup
4
Citigroup
New York
$62.8M
5
SNB
5
Security National Bank
Nebraska
$28.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$631M
2
FMI
2
Factory Mutual Insurance
Massachusetts
$88.2M
3
Bank of America
3
Bank of America
North Carolina
$4.92B
4
TIAA Trust, National Association
4
TIAA Trust, National Association
North Carolina
$420M
5
Wells Fargo
5
Wells Fargo
California
$2.86B
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
251
MV Capital Management
Maryland
$4.79M +$60K +713 +1%
TCM
252
Triumph Capital Management
Colorado
$4.79M -$756K -9,045 -14%
S
253
Sachetta
Massachusetts
$4.78M – – –
ST
254
Sabal Trust
Florida
$4.74M – – –
NAM
255
NTV Asset Management
West Virginia
$4.73M +$5.63K +67 +0.1%
NEPWA
256
New England Private Wealth Advisors
Massachusetts
$4.68M +$12.5K +149 +0.3%
SVWAG
257
Sound View Wealth Advisors Group
Georgia
$4.61M -$200K -2,377 -4%
CCB
258
Country Club Bank
Missouri
$4.55M +$545K +6,480 +14%
Vanguard Group
259
Vanguard Group
Pennsylvania
$4.55M -$36.7K -436 -0.8%
SAM
260
Silvercrest Asset Management
New York
$4.54M +$116K +1,384 +3%
BFG
261
Baron Financial Group
New Jersey
$4.53M +$2.52K +30 +0.1%
CRC
262
Curi RMB Capital
Illinois
$4.5M +$1.43M +16,959 +46%
Financial Engines Advisors
263
Financial Engines Advisors
California
$4.46M -$634K -7,539 -12%
MRWM
264
ML&R Wealth Management
Texas
$4.44M – – –
KAM
265
Knightsbridge Asset Management
California
$4.44M – – –
LFAS
266
Level Four Advisory Services
Texas
$4.38M – – –
Fiera Capital (Canada)
267
Fiera Capital (Canada)
Quebec, Canada
$4.38M -$47.8K -569 -1%
AAS
268
Asset Allocation Strategies
Michigan
$4.32M +$368K +4,377 +9%
SJIM
269
St. Johns Investment Management
Florida
$4.14M -$267K -3,175 -6%
IWM
270
IHT Wealth Management
Illinois
$4.13M -$294K -3,491 -7%
WIC
271
Whitegate Investment Counselors
New Hampshire
$4.1M -$27.8K -330 -0.7%
PFP
272
Pinnacle Financial Partners
Tennessee
$4.04M -$206K -2,449 -5%
GWAM
273
Guardian Wealth Advisors (Minnesota)
Minnesota
$3.99M -$139K -1,654 -3%
FA
274
Flagstar Advisors
New York
$3.99M +$144K +1,714 +4%
GP
275
Girard Partners
Pennsylvania
$3.95M -$15.9M -189,630 -80%
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