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iShares Russell Mid-Cap ETF
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Overview Fund Activity

1,398 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, 399 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,398
Holders Change
+114
Holders Change %
+8.88%
% of All Funds
18.61%
Holding in Top 10
64
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.88%
% of All Funds
0.85%
New
194
Increased
470
Reduced
399
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 %
TPCW
301
TD Private Client Wealth
New York
$3.77M -$76.8K -869 -2%
PS
302
Principal Securities
Iowa
$3.76M -$79.6K -901 -2%
IAN
303
Integrated Advisors Network
Texas
$3.74M -$63.5K -718 -2%
IWC
304
Integrated Wealth Concepts
Massachusetts
$3.73M +$264K +2,984 +8%
IWM
305
IHT Wealth Management
Illinois
$3.7M -$121K -1,366 -3%
GFP
306
Gryphon Financial Partners
Ohio
$3.69M +$413K +4,672 +13%
FA
307
Flagstar Advisors
New York
$3.68M -$68.5K -775 -2%
SHWM
308
Smith & Howard Wealth Management
Georgia
$3.68M -$105K -1,186 -3%
SFA
309
Sequoia Financial Advisors
Ohio
$3.67M -$416K -4,705 -10%
DIP
310
DT Investment Partners
Pennsylvania
$3.67M -$39.4K -446 -1%
SI
311
Saxon Interests
Texas
$3.63M +$1.9M +21,475 +109%
FCI
312
Financial Counselors Inc
Kansas
$3.6M +$126K +1,425 +4%
DWM
313
Daner Wealth Management
Georgia
$3.6M +$3.6M +38,719 New
AMG
314
Asset Management Group
Connecticut
$3.56M -$46.5K -526 -1%
HWM
315
HB Wealth Management
Georgia
$3.5M +$366K +4,140 +12%
AL
316
Aspiriant LLC
California
$3.49M +$272K +3,075 +8%
AFG
317
ABLE Financial Group
Arizona
$3.48M -$5.63M -63,641 -62%
AAS
318
Asset Allocation Strategies
Michigan
$3.47M +$9.69K +106 +0.3%
SSB
319
Sandy Spring Bank
Maryland
$3.46M +$8.58K +97 +0.2%
NF
320
Nvest Financial
New Hampshire
$3.44M +$19.7K +223 +0.6%
BKA
321
Brick & Kyle Associates
Pennsylvania
$3.43M +$32.7K +370 +1%
QCG
322
Quadrant Capital Group
Ohio
$3.42M -$106K -1,195 -3%
CST
323
Charles Schwab Trust
Nevada
$3.41M +$106K +1,200 +3%
BFC
324
Bedel Financial Consulting
Indiana
$3.4M +$705K +7,614 +26%
SWM
325
Spire Wealth Management
Virginia
$3.4M -$55.1K -623 -2%
11 12
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