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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 %
FMTC
376
Farmers & Merchants Trust Company
California
$2.23M +$19K +226 +0.9%
KAH
377
Kathryn A. Hall
$2.23M – – –
BKA
378
Brick & Kyle Associates
Pennsylvania
$2.23M +$19.7K +238 +0.9%
EIG
379
Ellenbecker Investment Group
Wisconsin
$2.23M +$4.12K +49 +0.2%
RhumbLine Advisers
380
RhumbLine Advisers
Massachusetts
$2.23M +$394K +4,681 +21%
SCA
381
St. Clair Advisors
Ohio
$2.21M -$2.1M -24,932 -49%
CB
382
Centennial Bank
Arkansas
$2.19M +$583K +6,933 +36%
RCA
383
Resonant Capital Advisors
Wisconsin
$2.19M – – –
EK
384
Evensky & Katz
Florida
$2.19M -$182K -2,161 -8%
AC
385
Abbrea Capital
California
$2.18M -$96.3K -1,145 -4%
CCG
386
Cypress Capital Group
Florida
$2.18M -$209K -2,490 -9%
GIM
387
Goelzer Investment Management
Indiana
$2.18M – – –
VA
388
Valmark Advisers
Ohio
$2.17M +$198K +2,357 +10%
NGA
389
Naples Global Advisors
Florida
$2.16M +$197K +2,348 +10%
GBT
390
Grove Bank & Trust
Florida
$2.15M – – –
NL
391
NWAM LLC
Washington
$2.14M -$1.51M -18,524 -41%
OLA
392
Oliver Luxxe Assets
New Jersey
$2.14M -$589 -7 -0%
EWA
393
EP Wealth Advisors
California
$2.11M +$7.32K +87 +0.3%
LGWM
394
Litman Gregory Wealth Management
California
$2.09M -$1.18K -14 -0.1%
AP
395
Appleton Partners
Massachusetts
$2.09M -$43.3K -515 -2%
HSA
396
HBK Sorce Advisory
Pennsylvania
$2.09M -$1.28M -15,225 -38%
PBO
397
Peoples Bank (Ohio)
Ohio
$2.09M -$36.2K -430 -2%
VFA
398
Valeo Financial Advisors
Indiana
$2.08M -$20.3K -253 -1%
FMWA
399
Forvis Mazars Wealth Advisors
Missouri
$2.08M -$332K -3,944 -14%
FBB
400
Fulton Breakefield Broenniman
Maryland
$2.07M -$66.9K -796 -3%
14 15
16
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