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iShares Russell Mid-Cap ETF
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Overview Fund Activity

1,397 hedge funds and large institutions have $31.8B invested in iShares Russell Mid-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 194 funds opening new positions, 470 increasing their positions, 398 reducing their positions, and 55 closing their positions.

Holders
1,397
Holders Change
+113
Holders Change %
+8.8%
% of All Funds
18.6%
Holding in Top 10
63
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.35%
% of All Funds
0.84%
New
194
Increased
470
Reduced
398
Closed
55
Calls
$12.3M
Puts
$354K
Net Calls
+$12M
Net Calls Change
+$6.42M

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$5.5B
2
Bank of America
2
Bank of America
North Carolina
$5.45B
3
Wells Fargo
3
Wells Fargo
California
$3.02B
4
Lido Advisors
4
Lido Advisors
California
$80.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$705M

Top Sellers

1
US Bancorp
1
US Bancorp
Minnesota
$1.67B
2
UBS Group
2
UBS Group
Switzerland
$475M
3
HNB
3
Huntington National Bank
Ohio
$47.7M
4
GC
4
Gilbert & Cook
Iowa
$40.7M
5
IAIM
5
International Assets Investment Management
Florida
$797K
Name Holding Trade Value Shares
Change 		Shares
Change %
Pathstone Holdings
26
Pathstone Holdings
New Jersey
$176M -$304K -3,439 -0.2%
KeyBank National Association
27
KeyBank National Association
Ohio
$152M -$1.24M -13,994 -0.8%
Mariner
28
Mariner
Kansas
$145M +$2.71M +30,694 +2%
CB
29
Commerce Bank
Missouri
$137M -$1.98M -22,392 -1%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$110M +$27.2M +308,219 +33%
GT
31
Glenview Trust
Kentucky
$108M +$2.51M +28,423 +2%
OC
32
Oakworth Capital
Alabama
$98.4M +$1.79M +20,237 +2%
FWTB
33
First Western Trust Bank
Colorado
$97.3M -$4.05M -45,787 -4%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$93M -$12.6M -142,397 -12%
SF
35
Synovus Financial
Georgia
$91.7M -$408K -4,617 -0.4%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$89.9M +$837K +9,471 +0.9%
AAS
37
Avantax Advisory Services
Texas
$89.6M +$1.53M +17,299 +2%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$88.3M +$2.48M +28,109 +3%
FMI
39
Factory Mutual Insurance
Massachusetts
$86.5M – – –
WT
40
Washington Trust
Rhode Island
$85.5M -$1.44M -16,287 -2%
MMA
41
Miracle Mile Advisors
California
$82.4M -$3.25M -36,775 -4%
GAB
42
German American Bancorp
Indiana
$82.2M +$1.17M +13,286 +1%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$81.6M +$73.6K +833 +0.1%
Lido Advisors
44
Lido Advisors
California
$80.2M +$68.1M +769,840 +562%
JFG
45
JMG Financial Group
Illinois
$80.1M -$2.12M -23,982 -3%
AFG
46
Albion Financial Group
Utah
$77.5M -$2.62M -29,603 -3%
Natixis Advisors
47
Natixis Advisors
Massachusetts
$74.6M -$8.86M -100,245 -11%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$72.7M -$323K -3,656 -0.4%
CA
49
Clearstead Advisors
Ohio
$69.4M +$344K +3,896 +0.5%
AUB
50
Atlantic Union Bankshares
Virginia
$67.1M +$1.6M +18,047 +2%
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