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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 %
NFP
726
Narus Financial Partners
Utah
$612K +$16.9K +192 +3%
Luther King Capital Management (LKCM)
727
Luther King Capital Management (LKCM)
Texas
$611K -$644K – –
AC
728
Anson Capital
Georgia
$611K – – –
FPB
729
First PREMIER Bank
South Dakota
$610K – – –
AF
730
Allworth Financial
California
$609K -$49.4K -560 -7%
CCFCSB
731
Cape Cod Five Cents Savings Bank
Massachusetts
$609K -$8.29K -94 -1%
TF
732
Tompkins Financial
New York
$607K – – –
BMC
733
Bear Mountain Capital
Washington
$606K -$5.53K -62 -0.9%
KCM
734
Kanawha Capital Management
Virginia
$604K -$2.2K -25 -0.4%
TNB
735
Thomasville National Bank
Georgia
$604K +$1.15K +13 +0.2%
AWM
736
AAF Wealth Management
Massachusetts
$602K -$27.5K -312 -4%
MA
737
Montag & Associates
Georgia
$600K +$705 +8 +0.1%
TFA
738
TPG Financial Advisors
Oregon
$596K – – –
JJBC
739
James J. Burns & Company
New York
$596K -$17.3K -196 -3%
LFG
740
Larson Financial Group
Missouri
$590K +$2.29K +26 +0.4%
BA
741
Ballew Advisors
Mississippi
$588K +$264 +3 +0%
Neuberger Berman Group
742
Neuberger Berman Group
New York
$585K -$19.5K -221 -3%
TP
743
Tranquility Partners
Tennessee
$584K +$11.6K +132 +2%
OPCM
744
Osborne Partners Capital Management
California
$582K -$12.3K -140 -2%
WFA
745
Wellspring Financial Advisors
Ohio
$581K +$581K +6,591 New
WPC
746
Wedmont Private Capital
Pennsylvania
$579K +$262 +3 +0%
LC
747
Lindbrook Capital
California
$573K -$2.12K -24 -0.4%
JFA
748
JNBA Financial Advisors
Minnesota
$572K -$8.46K -96 -1%
BHWM
749
Bar Harbor Wealth Management
New Hampshire
$568K – – –
QCM
750
QRG Capital Management
Illinois
$566K -$167K -1,890 -23%
28 29
30
31 32