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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 %
NIM
876
Northeast Investment Management
Massachusetts
$387K – – –
RCAG
877
Rehmann Capital Advisory Group
Michigan
$386K +$6.26K +71 +2%
GPA
878
Guidance Point Advisors
Massachusetts
$385K +$353 +4 +0.1%
CCM
879
Colorado Capital Management
Colorado
$385K – – –
FG
880
Fiduciary Group
Georgia
$385K -$353 -4 -0.1%
WCF
881
West Coast Financial
California
$385K – – –
OL
882
Optas LLC
Texas
$383K – – –
AA
883
Advisory Alpha
Michigan
$381K +$176 +2 +0%
MAM
884
MWA Asset Management
Massachusetts
$380K – – –
PCA
885
Peddock Capital Advisors
Massachusetts
$379K – – –
QPW
886
Quantum Private Wealth
Florida
$378K -$46.7K -530 -11%
WCWM
887
Willow Creek Wealth Management
California
$377K – – –
FAG
888
Fortitude Advisory Group
Washington
$377K – – –
BFG
889
Bouchey Financial Group
New York
$373K – – –
CBOR
890
Community Bank of Raymore
Missouri
$373K – – –
AF
891
Arrow Financial
New York
$372K -$26.9K -305 -7%
TI
892
Truepoint Inc
Ohio
$372K – – –
DWAM
893
Duncan Williams Asset Management
Tennessee
$372K +$372K +4,216 New
Wellington Management Group
894
Wellington Management Group
Massachusetts
$370K – – –
BZWA
895
Blue Zone Wealth Advisors
California
$369K +$369K +4,189 New
APP
896
Avantax Planning Partners
Iowa
$369K -$22.1K -251 -6%
ST
897
Sentinel Trust
Texas
$367K – – –
AIA
898
Arbor Investment Advisors
North Carolina
$367K – – –
HWM
899
Hohimer Wealth Management
Washington
$366K – – –
HB
900
HTLF Bank
Colorado
$365K -$13.8K -156 -4%
34 35
36
37 38