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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 %
HIMC
451
Heritage Investors Management Corp
Maryland
$1.56M -$7.15K -85 -0.5%
LB
452
Legacy Bridge
Iowa
$1.55M -$15.2K -181 -1%
FPGK
453
Financial Partners Group (Kansas)
Kansas
$1.54M -$25.1K -298 -2%
FWM
454
FMB Wealth Management
California
$1.53M – – –
SB
455
Simmons Bank
Arkansas
$1.53M -$925 -11 -0.1%
PMG
456
Private Management Group
California
$1.53M – – –
HF
457
Halpern Financial
Virginia
$1.52M -$6.97K -84 -0.5%
IRC
458
Investors Research Corp
Georgia
$1.51M – – –
DC
459
Davenport & Co
Virginia
$1.51M -$2.97M -35,311 -66%
Millennium Management
460
Millennium Management
New York
$1.51M +$923K +10,976 +158%
PSA
461
Plum Street Advisors
Louisiana
$1.5M -$20K -227 -1%
SFG
462
Sterling Financial Group
California
$1.48M – – –
DWT
463
Dorsey & Whitney Trust
South Dakota
$1.47M +$4.79K +57 +0.3%
FLPIM
464
F.L. Putnam Investment Management
Massachusetts
$1.47M -$49.5K -589 -3%
CFP
465
Catalyst Financial Partners
Massachusetts
$1.47M -$249K -3,163 -15%
SI
466
Saxon Interests
Texas
$1.46M +$54.6K +649 +4%
CHAM
467
Clear Harbor Asset Management
Connecticut
$1.46M – – –
AIMC
468
Alley Investment Management Company
Illinois
$1.46M -$3.36K -40 -0.2%
LWL
469
Leo Wealth LLC
Texas
$1.45M -$13K -155 -0.9%
CG
470
Cynosure Group
Utah
$1.45M -$13.4K -159 -0.9%
AI
471
Atria Investments
North Carolina
$1.45M -$1M -11,905 -41%
MFG
472
MidWestOne Financial Group
Iowa
$1.44M – – –
WB
473
Webster Bank
Connecticut
$1.44M -$58.5K -696 -4%
RWB
474
RMR Wealth Builders
New Jersey
$1.44M +$8.24K +98 +0.6%
PA
475
Parallel Advisors
California
$1.42M -$10.4K -124 -0.7%
17 18
19
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