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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 %
GAA
476
Guardian Asset Advisors
Pennsylvania
$1.42M -$423K -5,036 -23%
PI
477
PFG Investments
New York
$1.41M +$301K +3,576 +27%
CWM
478
Connecticut Wealth Management
Connecticut
$1.4M -$86.2K -1,025 -6%
PTC
479
Philadelphia Trust Company
Pennsylvania
$1.4M – – –
CWM
480
Cornerstone Wealth Management
Missouri
$1.4M +$126K +1,500 +10%
SCA
481
Southern Capital Advisors
Tennessee
$1.39M +$51.3K +610 +4%
PRWA
482
Platte River Wealth Advisors
Colorado
$1.39M -$101K -1,205 -7%
WPC
483
White Pine Capital
Minnesota
$1.39M -$137K -1,715 -9%
DA
484
Dover Advisors
Virginia
$1.38M +$1.07M +12,767 +352%
SW
485
SlateStone Wealth
Florida
$1.36M +$42K +500 +3%
FNB
486
Farmers National Bank
Kentucky
$1.36M -$40.8K -485 -3%
BEAM
487
Baker Ellis Asset Management
Washington
$1.35M – – –
DWP
488
Daymark Wealth Partners
Ohio
$1.35M -$90.6K -1,078 -6%
PVAMC
489
PPS&V Asset Management Consultants
Michigan
$1.35M +$1.93K +23 +0.1%
BC
490
Bricktown Capital
Michigan
$1.34M -$4.73M -56,207 -78%
WFA
491
WestHill Financial Advisors
California
$1.34M +$11.1K +132 +0.8%
BFM
492
Boston Financial Management
Massachusetts
$1.34M -$310K -3,690 -19%
ANBTV
493
American National Bank & Trust (Virginia)
Virginia
$1.33M +$1.33M +15,809 New
RMDI
494
R.M. Davis Inc
Maine
$1.33M -$23.8K -283 -2%
CWAG
495
Compton Wealth Advisory Group
Virginia
$1.32M -$10K -119 -0.7%
Ohio Public Employees Retirement System (OPERS)
496
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.32M +$1.32M +15,745 New
LWM
497
Luminvest Wealth Management
Arizona
$1.31M – – –
IDBONY
498
Israel Discount Bank of New York
New York
$1.31M -$1.49M -17,662 -53%
MPCG
499
Matrix Private Capital Group
New York
$1.3M +$75.7K +900 +6%
AB
500
Atlas Brown
Kentucky
$1.3M +$321K +3,820 +33%
18 19
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