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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.

New
Increased
Maintained
Reduced
Closed
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 %
PPWM
276
Paragon Private Wealth Management
Kentucky
$3.95M +$1.95M +23,146 +97%
BIM
277
Bridges Investment Management
Nebraska
$3.9M +$81K +963 +2%
IAN
278
Integrated Advisors Network
Texas
$3.88M -$15.4K -183 -0.4%
JF
279
JSF Financial
California
$3.86M -$118K -1,400 -3%
Bessemer Group
280
Bessemer Group
New Jersey
$3.86M +$1.59M +18,865 +70%
UCFA
281
United Capital Financial Advisors
Texas
$3.84M -$820K -9,757 -18%
BCM
282
BTC Capital Management
Iowa
$3.83M +$3.83M +45,586 New
PS
283
Principal Securities
Iowa
$3.81M -$163K -1,942 -4%
SFA
284
Sequoia Financial Advisors
Ohio
$3.8M +$84.9K +1,010 +2%
MWP
285
MYCIO Wealth Partners
Pennsylvania
$3.76M +$144K +1,709 +4%
NSCM
286
New South Capital Management
Tennessee
$3.68M +$1.14M +13,580 +45%
DTC
287
Davidson Trust Company
Washington
$3.65M – – –
TPCW
288
TD Private Client Wealth
New York
$3.6M -$351K -4,173 -9%
SFG
289
Summit Financial Group
West Virginia
$3.6M +$34.7K +413 +1%
SHWM
290
Smith & Howard Wealth Management
Georgia
$3.59M -$119K -1,415 -3%
DIP
291
DT Investment Partners
Pennsylvania
$3.58M +$12.9K +153 +0.4%
NS
292
NBC Securities
Alabama
$3.57M -$38.4K -457 -1%
CL
293
Choreo LLC
Illinois
$3.55M +$72.3K +860 +2%
AMG
294
Asset Management Group
Connecticut
$3.5M +$89.9K +1,069 +3%
ACB
295
Aristotle Capital Boston
Massachusetts
$3.49M -$1.56M -18,504 -31%
QCG
296
Quadrant Capital Group
Ohio
$3.45M -$236K -2,806 -6%
FPCP
297
Fort Point Capital Partners
California
$3.45M -$61K -726 -2%
CPSC
298
Carl P. Sherr & Co
Massachusetts
$3.41M +$70.2K +835 +2%
SWM
299
Spire Wealth Management
Virginia
$3.38M -$57K -678 -2%
Jane Street
300
Jane Street
New York
$3.37M +$2.63M +31,332 +356%
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