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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 %
CRWM
401
Castle Rock Wealth Management
California
$2.06M +$49.6K +624 +2%
NFG
402
Nations Financial Group
Iowa
$2.04M +$28.9K +344 +1%
WAM
403
Weatherly Asset Management
California
$2.04M – – –
SMC
404
Smith, Moore & Co
Missouri
$2.03M +$109K +1,296 +6%
AWM
405
Apollon Wealth Management
South Carolina
$2.03M +$76.9K +915 +4%
MG
406
Mather Group
Illinois
$2.03M – – –
FI
407
Financial Insights
Washington
$2.02M +$2.02M +24,061 New
LC
408
LCNB Corp
Ohio
$2.01M +$38.7K +460 +2%
BB
409
Busey Bank
Illinois
$1.99M +$28.8K +342 +1%
FC
410
Fulcrum Capital
Washington
$1.95M – – –
KWM
411
Kingsview Wealth Management
Oregon
$1.94M -$22.7K -270 -1%
VVP
412
Venture Visionary Partners
Ohio
$1.93M -$16.7K -198 -0.9%
HWA
413
Heritage Wealth Advisors
Virginia
$1.93M +$601K +7,150 +45%
MWM
414
Meridian Wealth Management
Kentucky
$1.92M -$133K -1,578 -6%
BFO
415
Boston Family Office
Massachusetts
$1.92M -$89.7K -1,067 -4%
BBNA
416
Bremer Bank National Association
Minnesota
$1.91M – – –
AA
417
Ancora Advisors
Ohio
$1.89M +$84 +1 +0%
MA
418
MBA Advisors
Pennsylvania
$1.87M -$12.4K -147 -0.7%
WF
419
Welch & Forbes
Massachusetts
$1.87M +$132K +1,567 +8%
EB
420
Eastern Bank
Massachusetts
$1.87M -$25.8M -307,237 -93%
HAFS
421
Hapanowicz & Associates Financial Services
Pennsylvania
$1.87M +$50.8K +604 +3%
HWA
422
Hilltop Wealth Advisors
North Carolina
$1.84M -$258K -3,067 -12%
LC
423
Lindbrook Capital
California
$1.84M +$14.3K +170 +0.8%
FT
424
Fiduciary Trust
Massachusetts
$1.83M -$75.7K -900 -4%
LBC
425
Lowe Brockenbrough & Co
Virginia
$1.78M -$25.2K -300 -1%
15 16
17
18 19