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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
Jones Financial Companies
Missouri
$2.07B
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$100M
3
Mariner
Mariner
Kansas
$124M
4
Citigroup
Citigroup
New York
$62.8M
5
SNB
Security National Bank
Nebraska
$28.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$631M
2
FMI
Factory Mutual Insurance
Massachusetts
$88.2M
3
Bank of America
Bank of America
North Carolina
$4.92B
4
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$420M
5
Wells Fargo
Wells Fargo
California
$2.86B
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
551
SVB Wealth
Massachusetts
$1.05M +$136K +1,619 +15%
KA
552
Klingman & Associates
New York
$1.05M +$210K +2,501 +25%
GA
553
Goldstein Advisors
Wisconsin
$1.04M – – –
BFEC
554
Benjamin F. Edwards & Company
Missouri
$1.04M -$18.3K -217 -2%
CA
555
Continuum Advisory
Idaho
$1.04M +$22.6K +274 +2%
ZIM
556
Zacks Investment Management
Illinois
$1.04M -$4.86M -57,824 -82%
HT
557
Heritage Trust
Oklahoma
$1.02M +$4.29K +51 +0.4%
AWM
558
Axxcess Wealth Management
California
$1.02M +$255K +3,030 +33%
ARC
559
Advisor Resource Council
Texas
$1.01M +$1.01M +12,070 New
AC
560
Allstate Corporation
Illinois
$1.01M +$1.01M +11,980 New
FHB
561
First Hawaiian Bank
Hawaii
$1,000K -$10.9K -130 -1%
NRC
562
New Republic Capital
North Carolina
$997K -$15.5K -184 -2%
PWMAG
563
Pinnacle Wealth Management Advisory Group
New Jersey
$993K – – –
WTFG
564
Wells Trecaso Financial Group
Ohio
$992K +$992K +11,799 New
ACM
565
Advisors Capital Management
New Jersey
$988K +$219K +2,604 +28%
FFBTD
566
First Financial Bank - Trust Division
Ohio
$987K -$84.3K -1,002 -8%
OIS
567
Okabena Investment Services
Minnesota
$980K – – –
CA
568
Cullinan Associates
Kentucky
$975K – – –
AAS
569
Ameritas Advisory Services
Nebraska
$975K +$419K +5,193 +75%
PHIC
570
Pine Haven Investment Counsel
Massachusetts
$969K – – –
OC
571
Oppenheimer & Co
New York
$966K +$62.1K +738 +7%
PFG
572
Pacific Financial Group
Washington
$962K -$3.53K -42 -0.4%
UWM
573
USAdvisors Wealth Management
Minnesota
$962K -$69.8K -832 -7%
SWPG
574
Strategic Wealth Partners Group
Illinois
$955K +$1.6K +19 +0.2%
AF
575
Allworth Financial
California
$954K +$72.2K +858 +8%
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