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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 %
BWA
801
Blodgett Wealth Advisors
California
$482K – – –
FCM
802
Fourpath Capital Management
Oklahoma
$482K – – –
M1FG
803
Mach-1 Financial Group
Arkansas
$481K +$24.9K +282 +5%
IWMA
804
Ironwood Wealth Management (Arizona)
Arizona
$481K – – –
JIP
805
Jaffetilchin Investment Partners
Florida
$481K +$2.91K +33 +0.6%
SFC
806
Strategic Financial Concepts
Texas
$481K -$40.9M -464,582 -99%
JPWM
807
Jamison Private Wealth Management
Georgia
$480K – – –
VC
808
Veracity Capital
Georgia
$480K -$15.3K -174 -3%
HCA
809
Harbour Capital Advisors
Virginia
$479K – – –
HCM
810
Howland Capital Management
Massachusetts
$477K +$120K +1,367 +34%
Russell Investments Group
811
Russell Investments Group
United Kingdom
$476K +$70.7K +802 +17%
OMC
812
Old Mission Capital
Illinois
$474K -$469K -5,316 -50%
FNBTCON
813
First National Bank & Trust Co of Newtown
Pennsylvania
$471K – – –
TWA
814
TCI Wealth Advisors
Arizona
$468K – – –
CTA
815
Colonial Trust Advisors
South Carolina
$467K – – –
HFS
816
HBC Financial Services
Washington
$467K – – –
CC
817
Callan Capital
California
$467K +$793 +9 +0.2%
LNB
818
Ledyard National Bank
$466K +$220K +2,500 +90%
CNTOF
819
Canandaigua National Trust of Florida
New York
$464K +$464K +5,264 New
ZF
820
Zhang Financial
Michigan
$464K +$793 +9 +0.2%
EWA
821
Encompass Wealth Advisors
Oregon
$463K – – –
FCA
822
Fortis Capital Advisors
Kansas
$462K +$462K +5,246 New
ST
823
Spinnaker Trust
Maine
$459K – – –
SCM
824
SOL Capital Management
Maryland
$457K – – –
STA
825
Summit Trail Advisors
New York
$456K – – –
31 32
33
34 35