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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 %
AP
776
Adero Partners
California
$533K +$16.9K +192 +3%
RCM
777
Richardson Capital Management
Wisconsin
$529K – – –
TFM
778
TFC Financial Management
Massachusetts
$529K – – –
AMBIA
779
Allen Mooney & Barnes Investment Advisors
Georgia
$529K -$92.7K -1,052 -15%
Deutsche Bank
780
Deutsche Bank
Germany
$528K – – –
FCH
781
Freestone Capital Holdings
Washington
$527K – – –
EIA
782
Edgemoor Investment Advisors
Maryland
$525K – – –
TLFA
783
True Link Financial Advisors
California
$525K – – –
PCMC
784
Planning Capital Management Corporation
Pennsylvania
$524K +$9.34K +106 +2%
BAMG
785
Brand Asset Management Group
Missouri
$524K – – –
LI
786
LMCG Investments
Massachusetts
$523K +$5.29K +60 +1%
FAIM
787
Financial Advocates Investment Management
Washington
$522K +$26.3K +298 +5%
FFA
788
Founders Financial Alliance
North Carolina
$522K +$29.9K +339 +6%
ANBT
789
American National Bank & Trust
Texas
$517K -$347K -3,939 -40%
CWP
790
Cyndeo Wealth Partners
Florida
$515K – – –
KIG
791
Kowal Investment Group
Wisconsin
$507K -$6.43K -73 -1%
SL
792
Salomon & Ludwin
Virginia
$504K – – –
PAM
793
Palisade Asset Management
Minnesota
$503K +$3.88K +44 +0.8%
MPCL
794
My Personal CFO LLC
Washington
$503K -$131K -1,481 -21%
GLA
795
Good Life Advisors
Pennsylvania
$500K +$251K +2,844 +100%
CSC
796
Caldwell Sutter Capital
California
$499K – – –
SWA
797
SFMG Wealth Advisors
Texas
$497K – – –
NB
798
Nicolet Bankshares
Wisconsin
$494K +$3.53K +40 +0.7%
CCP
799
Clarity Capital Partners
California
$491K +$13.2K +150 +3%
RFA
800
Register Financial Advisors
Georgia
$483K +$1.15K +13 +0.2%
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