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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.

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 Market Value Shares Shares
Change 		Shares
Change %
PP
51
Pegasus Partners
Wisconsin
$65.5M 779,386 -22,477 -3%
Citigroup
52
Citigroup
New York
$62.8M 746,689 +655,144 +716%
Franklin Resources
53
Franklin Resources
California
$60.6M 720,790 -9,329 -1%
ICMARC
54
International City Management Association Retirement Corp
District of Columbia
$59M 702,067 – –
MRC
55
Millburn Ridgefield Corp
New York
$58.7M 697,781 +33,561 +5%
CCA
56
Catalyst Capital Advisors
New York
$58.7M 697,781 +33,561 +5%
WSTAM
57
Wilbanks Smith & Thomas Asset Management
Virginia
$54.9M 653,290 -5,302 -0.8%
CBB
58
Citizens Business Bank
California
$53.7M 638,425 -5,967 -0.9%
UB
59
UMB Bank
Missouri
$52.5M 623,867 +37,004 +6%
CAN
60
Cetera Advisor Networks
California
$51.8M 616,541 +12,590 +2%
BPWM
61
Badgley Phelps Wealth Managers
Washington
$50.3M 597,795 +11,764 +2%
Cerity Partners
62
Cerity Partners
New York
$50M 596,033 -199,098 -25%
M&T Bank
63
M&T Bank
New York
$49.3M 586,482 -30,076 -5%
Creative Planning
64
Creative Planning
Kansas
$48M 570,817 +5,855 +1%
Comerica Bank
65
Comerica Bank
Texas
$46.8M 556,168 -4,892 -0.9%
Osaic Holdings
66
Osaic Holdings
Arizona
$46.5M 552,341 -23,622 -4%
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$45.6M 542,065 -408 -0.1%
HNB
68
Huntington National Bank
Ohio
– – – –
SV
69
Starboard Value
New York
$44.1M 525,000 -50,000 -9%
HighTower Advisors
70
HighTower Advisors
Illinois
$41.9M 498,028 -74,284 -13%
AWM
71
AE Wealth Management
Kansas
$41.3M 490,875 -92,786 -16%
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$40.4M 480,908 +16,368 +4%
CA
73
Cetera Advisors
Colorado
$40.2M 477,536 -99,539 -17%
SYBT
74
Stock Yards Bank & Trust
Kentucky
$39.2M 465,890 -1,868 -0.4%
TCBWMS
75
Texas Capital Bank Wealth Management Services
Texas
$39.1M 464,429 -161,965 -26%
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