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iShares Russell Mid-Cap ETF
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Overview Fund Activity

1,234 hedge funds and large institutions have $27.4B invested in iShares Russell Mid-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 417 increasing their positions, 414 reducing their positions, and 79 closing their positions.

Holders
1,234
Holders Change
-15
Holders Change %
-1.2%
% of All Funds
17.95%
Holding in Top 10
65
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.56%
% of All Funds
0.95%
New
80
Increased
417
Reduced
414
Closed
79
Calls
$6.97M
Puts
$1.14M
Net Calls
+$5.83M
Net Calls Change
-$5.6M

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$3.35B
2
Natixis Advisors
2
Natixis Advisors
Massachusetts
$135M
3
PFM
3
Premier Fund Managers
United Kingdom
$97.2M
4
CA
4
Clearstead Advisors
Ohio
$63.3M
5
AssetMark Inc
5
AssetMark Inc
California
$39.4M

Top Sellers

1
Citigroup
1
Citigroup
New York
$12M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$597M
3
Wells Fargo
3
Wells Fargo
California
$2.71B
4
HNB
4
Huntington National Bank
Ohio
$42M
5
TIAA Trust, National Association
5
TIAA Trust, National Association
North Carolina
$365M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
51
Clearstead Advisors
Ohio
$63.3M +$53.2M +655,990 +528%
PP
52
Pegasus Partners
Wisconsin
$61M -$2.24M -27,614 -4%
CCA
53
Catalyst Capital Advisors
New York
$59.5M +$2.88M +35,525 +5%
MRC
54
Millburn Ridgefield Corp
New York
$59.5M +$2.88M +35,525 +5%
Franklin Resources
55
Franklin Resources
California
$57.6M -$855K -10,544 -1%
ICMARC
56
International City Management Association Retirement Corp
District of Columbia
$56.9M – – –
FMI
57
Factory Mutual Insurance
Massachusetts
$56.7M -$28.4M -350,000 -33%
UB
58
UMB Bank
Missouri
$53.5M +$2.95M +36,428 +6%
Focus Partners Wealth
59
Focus Partners Wealth
Massachusetts
$51.4M +$28.5M +346,047 +125%
CBB
60
Citizens Business Bank
California
$51.3M -$438K -5,397 -0.8%
Cerity Partners
61
Cerity Partners
New York
$51.2M +$2.92M +35,959 +6%
BPWM
62
Badgley Phelps Wealth Managers
Washington
$49.4M +$891K +10,986 +2%
CTB
63
Country Trust Bank
Illinois
$49.2M -$16.5M -203,766 -25%
Osaic Holdings
64
Osaic Holdings
Arizona
$48.4M +$3.58M +44,148 +8%
Creative Planning
65
Creative Planning
Kansas
$46.7M +$374K +4,617 +0.8%
Comerica Bank
66
Comerica Bank
Texas
$45.2M +$110K +1,355 +0.2%
M&T Bank
67
M&T Bank
New York
$44.7M -$2.81M -34,671 -6%
Rockefeller Capital Management
68
Rockefeller Capital Management
New York
$44.1M +$175K +2,155 +0.4%
HNB
69
Huntington National Bank
Ohio
$42M -$44.3M – –
HighTower Advisors
70
HighTower Advisors
Illinois
$41.8M +$1.4M +17,307 +3%
AWM
71
AE Wealth Management
Kansas
$40.6M +$823K +10,155 +2%
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$39.8M +$852K +10,502 +2%
AssetMark Inc
73
AssetMark Inc
California
$39.4M +$39.4M +486,357 New
SYBT
74
Stock Yards Bank & Trust
Kentucky
$38.5M +$685K +8,446 +2%
MFIM
75
Mesirow Financial Investment Management
Illinois
$38.2M +$703K +8,673 +2%
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