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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.

New
Increased
Maintained
Reduced
Closed
Holders
1,284
Holders Change
+50
Holders Change %
+4.05%
% of All Funds
18.57%
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
Jones Financial Companies
Missouri
+$151M
2
UBS Group
UBS Group
Switzerland
+$84.4M
3
Bank of America
Bank of America
North Carolina
+$65.5M
4
LLWM
Life Line Wealth Management
California
+$34.7M
5
PCP
Proficio Capital Partners
Massachusetts
+$32.9M

Top Sellers

1
PFM
Premier Fund Managers
United Kingdom
-$97.2M
2
Goldman Sachs
Goldman Sachs
New York
-$76.5M
3
Natixis Advisors
Natixis Advisors
Massachusetts
-$63.8M
4
LPL Financial
LPL Financial
California
-$45.6M
5
AssetMark Inc
AssetMark Inc
California
-$42.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
OSAM
601
O'Shaughnessy Asset Management
Connecticut
$925K -$21.4K -239 -2%
IDBONY
602
Israel Discount Bank of New York
New York
$920K -$61.5K -698 -6%
OA
603
Operose Advisors
Wisconsin
$918K +$705 +8 +0.1%
BFA
604
Beacon Financial Advisory
Ohio
$918K +$57.4K +651 +7%
LGW
605
Leslie Global Wealth
Illinois
$912K +$13K +147 +1%
JHCP
606
Jackson Hole Capital Partners
Oklahoma
$912K +$36.6K +415 +4%
OWP
607
Obermeyer Wealth Partners
Colorado
$908K – – –
NCM
608
Narwhal Capital Management
Georgia
$902K – – –
DSC
609
Duncker Streett & Co
Missouri
$900K – – –
PFWA
610
Paces Ferry Wealth Advisors
Georgia
$894K -$705 -8 -0.1%
CCWA
611
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$890K +$2.91K +33 +0.3%
CAC
612
Certified Advisory Corp
Florida
$885K -$39.6K -449 -4%
SCM
613
Saxony Capital Management
Missouri
$884K -$30K -340 -3%
MCM
614
MidAtlantic Capital Management
Virginia
$881K -$16.6K -188 -2%
GC
615
Grimes & Company
Massachusetts
$881K -$2.56K -29 -0.3%
CG
616
Cynosure Group
Utah
$881K -$468K -5,310 -35%
LIM
617
Leavell Investment Management
Alabama
$878K +$5.2K +59 +0.6%
PWLP
618
Prio Wealth Limited Partnership
Massachusetts
$878K – – –
OAS
619
Optivise Advisory Services
Tennessee
$876K -$128K -1,455 -13%
CWM
620
Congress Wealth Management
Massachusetts
$868K +$481K +5,460 +124%
AIA
621
Armor Investment Advisors
North Carolina
$861K -$13.8K -157 -2%
SCA
622
Stillwater Capital Advisors
Pennsylvania
$857K +$857K +9,723 New
ECG
623
EPIQ Capital Group
California
$857K +$3.61K +41 +0.4%
BCG
624
Breakwater Capital Group
New Jersey
$850K -$1.5K -17 -0.2%
IF
625
Ironwood Financial
Arizona
$850K -$25.9K -294 -3%
23 24
25
26 27