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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 %
HCC
826
Hirtle Callaghan & Co
Pennsylvania
$453K – – –
BWA
827
Bordeaux Wealth Advisors
California
$451K -$5.82K -66 -1%
TC
828
Trust Company
Kansas
$446K +$18.5K +210 +4%
CA
829
CoreCap Advisors
Michigan
$445K +$445K +5,046 New
NRI
830
NFP Retirement Inc
California
$444K +$441 +5 +0.1%
WC
831
Weil Company
California
$444K – – –
EGA
832
E&G Advisors
Texas
$441K – – –
HA
833
Herold Advisors
New York
$441K – – –
CFD
834
Creative Financial Designs
Indiana
$440K -$14.3K -162 -3%
VR
835
Valued Retirements
Texas
$440K – – –
SWM
836
SilverOak Wealth Management
Minnesota
$439K – – –
AMCA
837
Arthur M. Cohen & Associates
Illinois
$438K +$963 +11 +0.2%
CWM
838
Castle Wealth Management
Florida
$437K – – –
HPC
839
HM Payson & Co
Maine
$436K – – –
CIC
840
Carnegie Investment Counsel
Ohio
$436K -$28.9K -328 -6%
CKAIS
841
Christensen King & Associates Investment Services
Washington
$434K -$617 -7 -0.1%
MOS
842
MGO One Seven
Ohio
$434K -$67.8K -769 -14%
DWM
843
Dechtman Wealth Management
Colorado
$430K -$3.79K -43 -0.9%
TGAM
844
TBH Global Asset Management
Tennessee
$430K -$176 -2 -0%
ECG
845
Edge Capital Group
Georgia
$429K -$24.4K -277 -5%
FFC
846
First Financial Corp
Indiana
$427K – – –
IWP
847
Invenio Wealth Partners
Florida
$426K – – –
CT
848
Colonial Trust
South Carolina
$425K – – –
PL
849
Plancorp LLC
Missouri
$425K – – –
BFM
850
Broadview Financial Management
Wisconsin
$424K -$2.64K -30 -0.6%
32 33
34
35 36