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iShares Russell Mid-Cap ETF
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Overview Fund Activity

1,284 hedge funds and large institutions have $29.7B invested in iShares Russell Mid-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 401 increasing their positions, 417 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,284
Holders Change
+50
Holders Change %
+4.05%
% of All Funds
18.57%
Holding in Top 10
68
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.62%
% of All Funds
0.98%
New
111
Increased
401
Reduced
417
Closed
46
Calls
$7.9M
Puts
$2.34M
Net Calls
+$5.56M
Net Calls Change
-$269K

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$3.78B
2
UBS Group
2
UBS Group
Switzerland
$540M
3
Bank of America
3
Bank of America
North Carolina
$5.22B
4
LLWM
4
Life Line Wealth Management
California
$34.7M
5
PCP
5
Proficio Capital Partners
Massachusetts
$32.9M

Top Sellers

1
PFM
1
Premier Fund Managers
United Kingdom
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$222M
3
Natixis Advisors
3
Natixis Advisors
Massachusetts
$83.2M
4
LPL Financial
4
LPL Financial
California
$230M
5
AssetMark Inc
5
AssetMark Inc
California
$170K
Name Holding Trade Value Shares
Change 		Shares
Change %
PPWM
251
Paragon Private Wealth Management
Kentucky
$5.18M +$407K +4,621 +9%
CGPCS
252
Capital Group Private Client Services
California
$5.13M -$5.29K -60 -0.1%
UCFA
253
United Capital Financial Advisors
Texas
$5.12M -$1.9M -21,553 -27%
TCWA
254
Turtle Creek Wealth Advisors
Texas
$5.11M -$5.29K -60 -0.1%
CCA
255
Conservest Capital Advisors
Pennsylvania
$5.08M – – –
BP
256
Ballentine Partners
Massachusetts
$4.98M – – –
CNBT
257
Canandaigua National Bank & Trust
New York
$4.97M +$4.97M +56,432 New
NEPWA
258
New England Private Wealth Advisors
Massachusetts
$4.96M +$9.43K +107 +0.2%
LFAS
259
Level Four Advisory Services
Texas
$4.9M -$88 -1 -0%
NAM
260
NTV Asset Management
West Virginia
$4.89M -$10.8K -122 -0.2%
SAM
261
Silvercrest Asset Management
New York
$4.83M -$4.05K -46 -0.1%
Vanguard Group
262
Vanguard Group
Pennsylvania
$4.82M +$28.6K +325 +0.6%
ST
263
Sabal Trust
Florida
$4.82M -$63.5K -720 -1%
PFP
264
Pinnacle Financial Partners
Tennessee
$4.81M +$598K +6,781 +14%
BFG
265
Baron Financial Group
New Jersey
$4.81M +$40.8K +463 +0.9%
NSCM
266
New South Capital Management
Tennessee
$4.79M – – –
CCB
267
Country Club Bank
Missouri
$4.78M -$8.36K -95 -0.2%
CRC
268
Curi RMB Capital
Illinois
$4.72M +$10.2K +116 +0.2%
TCOT
269
Trust Company of Toledo
Ohio
$4.59M +$100K +1,139 +2%
BCM
270
BTC Capital Management
Iowa
$4.58M +$567K +6,431 +14%
CFB
271
Cullen/Frost Bankers
Texas
$4.55M -$3.17K -36 -0.1%
Financial Engines Advisors
272
Financial Engines Advisors
California
$4.54M -$331K -3,751 -7%
Citadel Advisors
273
Citadel Advisors
Florida
$4.5M -$107K -1,211 -2%
MAA
274
Matrix Asset Advisors
New York
$4.4M +$432K +4,897 +11%
CPSAC
275
Chas P. Smith & Associates (CPS)
Florida
$4.33M +$25.2K +286 +0.6%
9 10
11
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