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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 %
FCI
426
Financial Counselors Inc
Kansas
$1.78M +$183K +2,175 +11%
PFS
427
Prospera Financial Services
Texas
$1.77M +$68.1K +809 +4%
1WM
428
1900 Wealth Management
Texas
$1.77M +$3.87K +46 +0.2%
PA
429
Pinnacle Associates
New York
$1.76M -$14.9K -177 -0.8%
MBT
430
Montecito Bank & Trust
California
$1.75M +$8.58K +102 +0.5%
VWM
431
Venturi Wealth Management
Texas
$1.73M -$19.3K -230 -1%
CWM
432
Calamos Wealth Management
Illinois
$1.73M -$584K -6,941 -25%
PTC
433
Private Trust Company
Ohio
$1.72M +$267K +3,175 +18%
LW
434
Linscomb Wealth
Texas
$1.72M – – –
WAP
435
Wealthcare Advisory Partners
Pennsylvania
$1.72M +$940K +11,181 +121%
GF
436
Gries Financial
Ohio
$1.72M +$1.18M +14,036 +221%
SWA
437
Stratos Wealth Advisors
Ohio
$1.7M -$73K -868 -4%
BBL
438
Beck Bode LLC
Massachusetts
$1.69M -$536K -6,373 -24%
JWA
439
JFS Wealth Advisors
Pennsylvania
$1.69M -$8.91K -106 -0.5%
PCA
440
Pallas Capital Advisors
Massachusetts
$1.68M -$6.14K -73 -0.4%
SCA
441
Sage Capital Advisors
South Dakota
$1.67M +$16.4K +195 +1%
LSPW
442
Lake Street Private Wealth
Illinois
$1.66M -$6.32M -75,192 -79%
PA
443
Procyon Advisors
Connecticut
$1.65M -$729K -8,667 -31%
State Street
444
State Street
Massachusetts
$1.64M +$437K +5,200 +36%
MW
445
MBL Wealth
North Carolina
$1.64M -$33.6K -400 -2%
Lazard Asset Management
446
Lazard Asset Management
New York
$1.64M – – –
BTW
447
Boston Trust Walden
Massachusetts
$1.63M – – –
LT
448
Legacy Trust
Michigan
$1.6M -$224K -2,660 -12%
TRCT
449
Tower Research Capital (TRC)
New York
$1.6M +$93.2K +1,108 +6%
WPC
450
Waters Parkerson & Co
Louisiana
$1.58M -$9.67K -115 -0.6%
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