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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 %
MAA
301
Matrix Asset Advisors
New York
$3.37M +$782K +9,302 +30%
SSB
302
Sandy Spring Bank
Maryland
$3.36M -$227K -2,695 -6%
LL
303
LPWM LLC
Minnesota
$3.25M +$211K +2,574 +7%
PWP
304
PrairieView Wealth Partners
Illinois
$3.19M +$1.29M +15,395 +68%
NF
305
Nvest Financial
New Hampshire
$3.19M +$45.5K +541 +1%
CPSAC
306
Chas P. Smith & Associates (CPS)
Florida
$3.16M +$2.35M +27,962 +290%
Prudential Financial
307
Prudential Financial
New Jersey
$3.15M +$68.7K +817 +2%
GHAM
308
Gilman Hill Asset Management
Connecticut
$3.15M -$218K -2,597 -6%
IWC
309
Integrated Wealth Concepts
Massachusetts
$3.12M -$43.5K -517 -1%
HWM
310
HB Wealth Management
Georgia
$3.12M -$185K -2,195 -6%
PFM
311
Phillips Financial Management
Indiana
$3.1M – – –
HCMT
312
Highland Capital Management (Tennessee)
Tennessee
$3.09M +$84 +1 +0%
MAM
313
Marquette Asset Management
Minnesota
$3.08M -$86.1K -1,024 -3%
WA
314
Waverly Advisors
Alabama
$3.08M +$411K +4,891 +15%
AL
315
Aspiriant LLC
California
$3.07M -$153K -1,820 -5%
NL
316
NVWM LLC
Pennsylvania
$3.02M -$22.4K -266 -0.7%
EWM
317
Evercore Wealth Management
New York
$3.02M -$168K -2,000 -5%
ECM
318
Elgethun Capital Management
South Dakota
$2.98M +$671 +8 +0%
MC
319
Middleton & Co
Massachusetts
$2.98M -$16.8K -200 -0.6%
FAG
320
Financial Advisory Group
Texas
$2.97M – – –
PGFC
321
Peapack-Gladstone Financial Corp
New Jersey
$2.96M -$925 -11 -0%
FMII
322
Farmers & Merchants Investments Inc
Nebraska
$2.95M -$14.4K -171 -0.5%
LSAG
323
Lake Street Advisors Group
New Hampshire
$2.93M -$152K -1,809 -5%
CD
324
Chapin Davis
Maryland
$2.9M -$7.74K -92 -0.3%
JWCA
325
J.W. Cole Advisors
Florida
$2.9M +$94.2K +1,120 +3%
11 12
13
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