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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.

Holders
1,284
Holders Change
+50
Holders Change %
+4.05%
% of All Funds
18.58%
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
1
Jones Financial Companies
Missouri
$3.78B
2
UBS Group
2
UBS Group
Switzerland
$540M
3
Bank of America
3
Bank of America
North Carolina
$5.22B
4
LLWM
4
Life Line Wealth Management
California
$34.7M
5
PCP
5
Proficio Capital Partners
Massachusetts
$32.9M

Top Sellers

1
PFM
1
Premier Fund Managers
United Kingdom
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$222M
3
Natixis Advisors
3
Natixis Advisors
Massachusetts
$83.2M
4
LPL Financial
4
LPL Financial
California
$230M
5
AssetMark Inc
5
AssetMark Inc
California
$170K
Name Holding Trade Value Shares
Change 		Shares
Change %
KeyBank National Association
26
KeyBank National Association
Ohio
$153M -$3.38M -38,404 -2%
Mariner
27
Mariner
Kansas
$142M +$12.6M +142,587 +10%
CB
28
Commerce Bank
Missouri
$138M -$1.66M -18,827 -1%
RJA
29
Raymond James & Associates
Florida
$128M +$3.2M +36,255 +3%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$105M -$2.18M -24,707 -2%
GT
31
Glenview Trust
Kentucky
$105M +$3.27M +37,062 +3%
FWTB
32
First Western Trust Bank
Colorado
$101M -$1.22M -13,839 -1%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$99.6M -$1.36M -15,482 -1%
OC
34
Oakworth Capital
Alabama
$96.3M +$1.16M +13,188 +1%
SF
35
Synovus Financial
Georgia
$91.8M +$462K +5,247 +0.5%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$88.8M +$1.09M +12,401 +1%
AAS
37
Avantax Advisory Services
Texas
$87.8M -$3.12M -35,446 -3%
WT
38
Washington Trust
Rhode Island
$86.7M -$2.31M -26,212 -3%
FMI
39
Factory Mutual Insurance
Massachusetts
$86.3M +$24.7M +280,000 +40%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$85.6M -$1.68M -19,061 -2%
MMA
41
Miracle Mile Advisors
California
$85.4M +$302K +3,424 +0.4%
GC
42
Gilbert & Cook
Iowa
$84.2M +$4.42M +50,150 +6%
Natixis Advisors
43
Natixis Advisors
Massachusetts
$83.2M -$63.8M -723,956 -43%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$82.2M +$1.41M +15,989 +2%
JFG
45
JMG Financial Group
Illinois
$82M -$271K -3,078 -0.3%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$81.3M -$170K -1,932 -0.2%
GAB
47
German American Bancorp
Indiana
$80.8M +$6.83M +77,543 +9%
AFG
48
Albion Financial Group
Utah
$79.8M -$72K -817 -0.1%
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$72.8M +$594K +6,737 +0.8%
CA
50
Clearstead Advisors
Ohio
$68.9M +$93.9K +1,065 +0.1%
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