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

Top Sellers

1
PFM
Premier Fund Managers
United Kingdom
$0
2
Goldman Sachs
Goldman Sachs
New York
$222M
3
Natixis Advisors
Natixis Advisors
Massachusetts
$83.2M
4
LPL Financial
LPL Financial
California
$230M
5
AssetMark Inc
AssetMark Inc
California
$170K
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
326
Perigon Wealth Management
California
$3.08M +$374K +4,242 +14%
FC
327
FCA Corp
Texas
$3.07M +$162K +1,834 +6%
MAM
328
Marquette Asset Management
Minnesota
$3.05M -$152K -1,720 -5%
CD
329
Chapin Davis
Maryland
$3.04M +$75.4K +856 +3%
ECM
330
Evergreen Capital Management
Washington
$3.02M +$258K +2,927 +9%
NP
331
NorthRock Partners
Minnesota
$3M -$1.12M -12,682 -27%
PGFC
332
Peapack-Gladstone Financial Corp
New Jersey
$2.98M -$71K -806 -2%
MC
333
Middleton & Co
Massachusetts
$2.96M -$139K -1,580 -4%
HH
334
Hilltop Holdings
Texas
$2.94M +$53.6K +608 +2%
GIA
335
Gladstone Institutional Advisory
Florida
$2.93M -$116K -1,316 -4%
EWA
336
EP Wealth Advisors
California
$2.91M +$633K +7,178 +28%
CC
337
Courier Capital
New York
$2.86M -$35.3K -400 -1%
JWCA
338
J.W. Cole Advisors
Florida
$2.84M -$141K -1,605 -5%
TFS
339
Thoroughbred Financial Services
Tennessee
$2.83M -$106K -1,206 -4%
TA
340
TFB Advisors
Kansas
$2.83M +$29.7K +337 +1%
HSBC Holdings
341
HSBC Holdings
United Kingdom
$2.83M -$3.13M -35,562 -53%
BIG
342
Builder Investment Group
Georgia
$2.74M – – –
AIM
343
Allen Investment Management
New York
$2.73M – – –
MI
344
Motiv8 Investments
Florida
$2.73M +$54.8K +622 +2%
SC
345
SouthState Corp
Florida
$2.71M -$21.5K -244 -0.8%
MFG
346
Merit Financial Group
Georgia
$2.71M +$2.34M +26,586 +646%
FUBT
347
First United Bank & Trust
Maryland
$2.7M -$8.37K -95 -0.3%
FWP
348
FAS Wealth Partners
Kansas
$2.68M +$6.7K +76 +0.3%
SIC
349
Samalin Investment Counsel
New York
$2.68M +$31.9K +362 +1%
GWM
350
Geneos Wealth Management
Colorado
$2.66M +$15.5K +176 +0.6%
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