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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 %
W
626
Wealthquest
Ohio
$846K -$90.5K -1,033 -10%
BCM
627
Brasada Capital Management
Texas
$846K -$46.4K -530 -5%
MW
628
Marcum Wealth
Ohio
$846K -$83.4K -946 -9%
BAM
629
Belpointe Asset Management
Nevada
$841K +$482K +5,469 +134%
Renaissance Technologies
630
Renaissance Technologies
New York
$837K +$837K +9,500 New
NSIM
631
North Star Investment Management
Illinois
$836K +$88 +1 +0%
PMFA
632
Plante Moran Financial Advisors
Michigan
$833K -$18.9K -214 -2%
CW
633
CreativeOne Wealth
Kansas
$828K +$514K +5,832 +164%
EWM
634
Empirical Wealth Management
Washington
$822K -$16.8K -191 -2%
SSWM
635
Smith Salley Wealth Management
North Carolina
$817K +$817K +9,273 New
FIA
636
Foundations Investment Advisors
Arizona
$813K -$26.3K -298 -3%
SWM
637
Selective Wealth Management
Virginia
$811K -$4.38K -50 -0.5%
SCA
638
Snowden Capital Advisors
New York
$808K +$98.8K +1,121 +14%
LOPW
639
Live Oak Private Wealth
North Carolina
$806K -$17.6K -200 -2%
FDCP
640
Foster Dykema Cabot & Partners
Massachusetts
$805K +$172K +1,950 +27%
QCM
641
Quantinno Capital Management
New York
$804K – – –
BWM
642
Baron Wealth Management
Michigan
$803K +$529 +6 +0.1%
TCOTS
643
Trust Company of the South
North Carolina
$797K – – –
V
644
ViaWealth
Kansas
$795K – – –
B
645
Bensler
Washington
$790K +$88 +1 +0%
MCM
646
Manchester Capital Management
Vermont
$784K – – –
MWM
647
Mission Wealth Management
California
$776K +$5.46K +62 +0.7%
LP
648
LGL Partners
Pennsylvania
$774K +$3.26K +37 +0.4%
NLP
649
Next Level Private
New York
$770K +$3.09K +35 +0.4%
LWMM
650
Legacy Wealth Management (Mississippi)
Mississippi
$769K +$769K +8,730 New
24 25
26
27 28