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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 %
AAS
701
Ameritas Advisory Services
Nebraska
$658K -$408K -4,632 -38%
PB
702
Pinnacle Bancorp
Nebraska
$656K -$46K -522 -7%
OCM
703
Objective Capital Management
Ohio
$651K +$651K +7,387 New
LDB
704
Lee, Danner & Bass
Tennessee
$650K -$881 -10 -0.1%
IIA
705
ICW Investment Advisors
Arizona
$645K – – –
AWM
706
Angeles Wealth Management
California
$643K – – –
MA
707
MCF Advisors
Kentucky
$642K -$4.05K -46 -0.6%
FFP
708
FourThought Financial Partners
Florida
$640K – – –
IAS
709
Insigneo Advisory Services
Florida
$638K -$28.9K -328 -4%
IF
710
Intrua Financial
Texas
$636K -$55.9K -634 -8%
HI
711
Harbour Investments
Wisconsin
$635K +$61.8K +701 +11%
SFP
712
Shepherd Financial Partners
Massachusetts
$633K -$31K -352 -5%
TSW
713
Thompson Siegel & Walmsley
Virginia
$632K +$15.4K +175 +3%
SCA
714
Sandy Cove Advisors
Massachusetts
$632K -$307K -3,487 -33%
HAIM
715
Hunter Associates Investment Management
Pennsylvania
$627K -$57.7K -657 -8%
BWP
716
Baldwin Wealth Partners
Massachusetts
$625K – – –
GWM
717
Greenhouse Wealth Management
Connecticut
$623K -$8.64K -98 -1%
VPP
718
Vertex Planning Partners
Illinois
$622K -$4.06K -46 -0.6%
SCP
719
Stevens Capital Partners
Nebraska
$621K -$2.2K -25 -0.4%
SIM
720
Stratos Investment Management
Ohio
$621K -$3.26K -37 -0.5%
MAWA
721
Moss Adams Wealth Advisors
Washington
$620K +$108K +1,223 +21%
CWM
722
Cranbrook Wealth Management
Michigan
$619K – – –
MWM
723
McNaughton Wealth Management
California
$618K -$4.05K -46 -0.7%
SCTC
724
Sanibel Captiva Trust Company
Florida
$616K – – –
FPCG
725
Forum Private Client Group
Indiana
$615K -$76.8K -871 -11%
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