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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 %
FWP
351
FAS Wealth Partners
Kansas
$2.5M +$50.4K +599 +2%
PFA
352
Pathway Financial Advisors
Vermont
$2.49M – – –
SWA
353
SOA Wealth Advisors
New York
$2.47M +$15.8K +188 +0.6%
DP
354
Denver PWM
Colorado
$2.47M -$144K -1,751 -6%
ASN
355
Advisory Services Network
Georgia
$2.43M -$37.4K -445 -2%
SIC
356
Samalin Investment Counsel
New York
$2.43M +$16.3K +194 +0.7%
FRA
357
Frank Rimerman Advisors
California
$2.42M -$14.3K -170 -0.6%
RIS
358
Retirement Income Solutions
Michigan
$2.42M -$13.9K -165 -0.6%
KF
359
KKM Financial
Illinois
$2.41M +$2.41M +28,650 New
SFS
360
Summit Financial Strategies
Ohio
$2.41M -$20.2K -240 -0.8%
KPWS
361
Kestra Private Wealth Services
Texas
$2.41M +$143K +1,700 +6%
JPG
362
Jordan Park Group
California
$2.4M +$1.1M +13,112 +85%
PPW
363
Pasadena Private Wealth
California
$2.4M – – –
SFS
364
Sowell Financial Services
Arkansas
$2.39M -$22.4K -266 -0.9%
SPC
365
Sigma Planning Corp
Michigan
$2.36M +$1.4M +16,589 +144%
MBI
366
May Barnhard Investments
Maryland
$2.36M – – –
BFC
367
Bedel Financial Consulting
Indiana
$2.35M +$589K +7,007 +33%
EI
368
Ellevest Inc
New York
$2.35M – – –
MI
369
Motiv8 Investments
Florida
$2.33M +$95.4K +1,134 +4%
ZB
370
Zions Bancorporation
Utah
$2.3M – – –
MCWS
371
McKinley Carter Wealth Services
West Virginia
$2.3M -$48.7K -579 -2%
ITIM
372
Indiana Trust & Investment Management
Indiana
$2.27M – – –
HP
373
HT Partners
Connecticut
$2.27M – – –
CPIG
374
Chicago Partners Investment Group
Illinois
$2.25M +$37.8K +470 +2%
CTA
375
Chesley Taft & Associates
Illinois
$2.24M -$92.5K -1,100 -4%
13 14
15
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