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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 %
WDG
851
Wealth Dimensions Group
Ohio
$423K – – –
TDWM
852
Topel & Distasi Wealth Management
California
$421K +$3.61K +41 +0.9%
PCG
853
Prosperity Consulting Group
Maryland
$419K -$12.1K -137 -3%
JFG
854
Jefferies Financial Group
New York
$418K – – –
4WM
855
49 Wealth Management
Texas
$418K -$56.2K -638 -12%
LFA
856
Legacy Financial Advisors
Kentucky
$416K – – –
CB
857
Cadence Bank
Mississippi
$415K +$415K +4,711 New
JIC
858
Joel Isaacson & Co
New York
$415K +$1.15K +13 +0.3%
ACA
859
Affinity Capital Advisors
California
$409K -$11.4K -129 -3%
HFP
860
Holistic Financial Partners
Indiana
$405K – – –
PFGIA
861
Patriot Financial Group Insurance Agency
Massachusetts
$405K +$31.9K +362 +9%
CCP
862
Cassia Capital Partners
North Carolina
$402K – – –
AEPWM
863
Atlantic Edge Private Wealth Management
Florida
$402K +$85.6K +971 +27%
PWM
864
PBMares Wealth Management
Virginia
$401K – – –
NCM
865
NCM Capital Management
New Jersey
$401K – – –
KWMG
866
King Wealth Management Group
Florida
$398K – – –
PA
867
PFG Advisors
Arizona
$398K -$438K -4,975 -52%
MIM
868
MTM Investment Management
South Carolina
$393K – – –
AG
869
Ascent Group
Virginia
$392K -$415K -4,707 -51%
CCA
870
Checchi Capital Advisers
California
$391K – – –
QP
871
Quartz Partners
New York
$390K +$390K +4,428 New
BWA
872
BlueChip Wealth Advisors
Georgia
$390K – – –
BAAM
873
Baker Avenue Asset Management
California
$389K +$36.7K +416 +10%
HCM
874
HMS Capital Management
Tennessee
$387K – – –
FPW
875
Flagship Private Wealth
Massachusetts
$387K -$55.9K -634 -13%
33 34
35
36 37