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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 %
1WM
401
1900 Wealth Management
Texas
$2.08M -$56.6K -642 -3%
MFP
402
Meridian Financial Partners
Virginia
$2.06M +$34.5K +391 +2%
AP
403
Appleton Partners
Massachusetts
$2.05M -$72.7K -825 -3%
WAP
404
Wealthcare Advisory Partners
Pennsylvania
$2.05M +$57.3K +650 +3%
FC
405
Fulcrum Capital
Washington
$2.05M – – –
AWM
406
Apollon Wealth Management
South Carolina
$2.04M +$78.4K +889 +4%
SCA
407
St. Clair Advisors
Ohio
$2.03M -$220K -2,500 -10%
LC
408
LCNB Corp
Ohio
$2.01M -$49.9K -566 -2%
WAM
409
Weatherly Asset Management
California
$2.01M – – –
OFG
410
Oxford Financial Group
Indiana
$2.01M -$408K -4,632 -17%
BFO
411
Boston Family Office
Massachusetts
$2.01M – – –
BBNA
412
Bremer Bank National Association
Minnesota
$2M – – –
PBO
413
Peoples Bank (Ohio)
Ohio
$2M -$103K -1,174 -5%
FT
414
Fiduciary Trust
Massachusetts
$2M – – –
HAFS
415
Hapanowicz & Associates Financial Services
Pennsylvania
$2M +$4.94K +56 +0.2%
WF
416
Welch & Forbes
Massachusetts
$1.99M +$44.1K +500 +2%
HWA
417
Hilltop Wealth Advisors
North Carolina
$1.99M +$42.5K +482 +2%
AIMC
418
Alley Investment Management Company
Illinois
$1.98M +$448K +5,083 +29%
FMWA
419
Forvis Mazars Wealth Advisors
Missouri
$1.96M -$142K -1,611 -7%
EW
420
Elyxium Wealth
California
$1.96M +$1.96M +22,233 New
SWA
421
Stratos Wealth Advisors
Ohio
$1.96M +$9.87K +112 +0.5%
VVP
422
Venture Visionary Partners
Ohio
$1.95M -$88K -998 -4%
CCG
423
Cypress Capital Group
Florida
$1.95M -$267K -3,025 -12%
FMTC
424
Farmers & Merchants Trust Company
California
$1.94M – – –
JPG
425
Jordan Park Group
California
$1.93M -$13.9K -158 -0.7%
15 16
17
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