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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 %
IA
501
IFG Advisors
Missouri
$1.29M +$3.28K +39 +0.3%
WPA
502
West Paces Advisors
Georgia
$1.28M – – –
RIA
503
Regal Investment Advisors
Michigan
$1.28M +$289K +3,442 +29%
CW
504
Connectus Wealth
Ohio
$1.28M -$365K -4,346 -22%
MA
505
MONECO Advisors
Connecticut
$1.27M -$102K -1,214 -7%
KBFS
506
Kohmann Bosshard Financial Services
Ohio
$1.26M +$133K +1,582 +12%
BCA
507
Bay Colony Advisors
Massachusetts
$1.26M +$3.03K +36 +0.2%
HIC
508
Hartline Investment Corp
Illinois
$1.26M +$1.26M +14,969 New
WCWM
509
Wooster Corthell Wealth Management
Connecticut
$1.26M -$38.9K -462 -3%
SFWC
510
Strategic Family Wealth Counselors
New Jersey
$1.26M – – –
OFG
511
Oxford Financial Group
Indiana
$1.26M -$4.29K -51 -0.3%
PMFA
512
Plante Moran Financial Advisors
Michigan
$1.25M -$43.1K -512 -3%
EFA
513
Evernest Financial Advisors
Indiana
$1.25M +$597K +7,595 +91%
OIA
514
OneDigital Investment Advisors
Kansas
$1.25M -$316K -3,761 -20%
CGA
515
Crescent Grove Advisors
Illinois
$1.25M – – –
VCM
516
Vivaldi Capital Management
Illinois
$1.25M -$577 -7 -0%
LWM
517
Lyell Wealth Management
California
$1.24M -$81.6K -970 -6%
RWM
518
RKL Wealth Management
Pennsylvania
$1.24M -$100K -1,190 -7%
PAS
519
Park Avenue Securities
New York
$1.23M -$169K -2,009 -12%
GVAG
520
Great Valley Advisor Group
Delaware
$1.22M +$85.7K +1,019 +8%
GI
521
GAMMA Investing
California
$1.22M +$724K +8,610 +147%
TWC
522
TD Waterhouse Canada
Ontario, Canada
$1.2M +$316K +3,611 +36%
CIA
523
Choate Investment Advisors
Massachusetts
$1.19M -$8.41K -100 -0.7%
DWMS
524
Dominguez Wealth Management Solutions
Virginia
$1.18M +$841 +10 +0.1%
PIA
525
Perennial Investment Advisors
California
$1.18M -$439K -5,221 -27%
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