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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 %
AFC
326
AFT Forsyth & Company
Florida
$2.87M -$83.7K -995 -3%
HH
327
Hilltop Holdings
Texas
$2.86M -$1.19M -14,205 -29%
TCOT
328
Trust Company of Toledo
Ohio
$2.85M – – –
HSBC Holdings
329
HSBC Holdings
United Kingdom
$2.84M +$101K +1,200 +4%
GIA
330
Gladstone Institutional Advisory
Florida
$2.84M -$10.3K -122 -0.4%
ACA
331
Anchor Capital Advisors
Massachusetts
$2.78M +$118K +1,406 +4%
CC
332
Courier Capital
New York
$2.76M – – –
Kovitz Investment Group Partners
333
Kovitz Investment Group Partners
Illinois
$2.76M +$2.76M +32,777 New
FC
334
FCA Corp
Texas
$2.74M -$205K -2,437 -7%
CWA
335
Centennial Wealth Advisory
Michigan
$2.73M +$137K +1,634 +5%
GWM
336
Geneos Wealth Management
Colorado
$2.72M +$138K +1,645 +5%
CFB
337
Cullen/Frost Bankers
Texas
$2.71M +$231K +2,742 +9%
GFP
338
Gryphon Financial Partners
Ohio
$2.68M +$498K +5,924 +23%
SC
339
SouthState Corp
Florida
$2.67M -$2.1K -25 -0.1%
PCA
340
Prosperity Capital Advisors
Ohio
$2.62M +$2.19M +26,021 +506%
BIG
341
Builder Investment Group
Georgia
$2.62M -$33.6K -399 -1%
FUBT
342
First United Bank & Trust
Maryland
$2.61M -$27.8K -330 -1%
AIM
343
Allen Investment Management
New York
$2.61M – – –
DI
344
DAGCO Inc
Ohio
$2.59M +$2.59M +30,834 New
ECM
345
Evergreen Capital Management
Washington
$2.59M – – –
PWM
346
Perigon Wealth Management
California
$2.58M -$17K -202 -0.7%
CFG
347
Citizens Financial Group
Rhode Island
$2.58M -$65.4K -778 -2%
CAM
348
Cozad Asset Management
Illinois
$2.56M -$3.36K -40 -0.1%
TA
349
TFB Advisors
Kansas
$2.52M +$636 +8 +0%
LNWTC
350
Laird Norton Wetherby Trust Company
Washington
$2.51M – – –
12 13
14
15 16