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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 %
STA
426
Smith Thornton Advisors
Alabama
$1.92M -$5.47K -62 -0.3%
AA
427
Ancora Advisors
Ohio
$1.91M +$3.88K +44 +0.2%
MA
428
MBA Advisors
Pennsylvania
$1.85M -$8.81K -100 -0.5%
MWM
429
Meridian Wealth Management
Kentucky
$1.83M +$1.83M +20,788 New
EB
430
Eastern Bank
Massachusetts
$1.83M +$585K +6,642 +47%
GI
431
GAMMA Investing
California
$1.82M +$309K +3,505 +20%
VWM
432
Venturi Wealth Management
Texas
$1.82M – – –
Susquehanna International Group
433
Susquehanna International Group
Pennsylvania
$1.81M -$2.48M -28,119 -58%
JWA
434
JFS Wealth Advisors
Pennsylvania
$1.8M +$24.7K +280 +1%
SCA
435
Sage Capital Advisors
South Dakota
$1.76M +$76.6K +869 +5%
HSA
436
HBK Sorce Advisory
Pennsylvania
$1.76M -$226K -2,567 -11%
WPC
437
White Pine Capital
Minnesota
$1.76M +$211K +2,390 +14%
RIA
438
Regal Investment Advisors
Michigan
$1.76M +$140K +1,588 +9%
OIA
439
OneDigital Investment Advisors
Kansas
$1.74M -$18.7K -212 -1%
SI
440
Saxon Interests
Texas
$1.73M +$25.4K +288 +1%
PA
441
Procyon Advisors
Connecticut
$1.72M -$386K -4,380 -18%
Lazard Asset Management
442
Lazard Asset Management
New York
$1.72M – – –
USCWA
443
U.S. Capital Wealth Advisors
Texas
$1.7M +$8.29K +94 +0.5%
BTW
444
Boston Trust Walden
Massachusetts
$1.7M – – –
PCA
445
Pallas Capital Advisors
Massachusetts
$1.7M -$20.8K -235 -1%
DWP
446
Daymark Wealth Partners
Ohio
$1.68M +$6.26K +71 +0.4%
LT
447
Legacy Trust
Michigan
$1.67M – – –
FLPIM
448
F.L. Putnam Investment Management
Massachusetts
$1.67M +$162K +1,838 +11%
UF
449
Univest Financial
Pennsylvania
$1.66M +$1.66M +18,876 New
PMG
450
Private Management Group
California
$1.66M -$3.88K -44 -0.2%
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