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iShares Russell Mid-Cap ETF
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Overview Fund Activity

1,249 hedge funds and large institutions have $27.1B invested in iShares Russell Mid-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 380 increasing their positions, 473 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,249
Holders Change
+6
Holders Change %
+0.48%
% of All Funds
18.11%
Holding in Top 10
64
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.93%
New
86
Increased
380
Reduced
473
Closed
61
Calls
$12.4M
Puts
$976K
Net Calls
+$11.4M
Net Calls Change
-$2.65M

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$2.07B
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$100M
3
Mariner
3
Mariner
Kansas
$124M
4
Citigroup
4
Citigroup
New York
$62.8M
5
SNB
5
Security National Bank
Nebraska
$28.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$631M
2
FMI
2
Factory Mutual Insurance
Massachusetts
$88.2M
3
Bank of America
3
Bank of America
North Carolina
$4.92B
4
TIAA Trust, National Association
4
TIAA Trust, National Association
North Carolina
$420M
5
Wells Fargo
5
Wells Fargo
California
$2.86B
Name Holding Trade Value Shares
Change 		Shares
Change %
AEPWM
926
Atlantic Edge Private Wealth Management
Florida
$302K – – –
DSN
927
D. Scott Neal
Kentucky
$299K – – –
ATC
928
Adirondack Trust Company
New York
$299K – – –
PIFP
929
Partners in Financial Planning
Virginia
$298K +$589 +7 +0.2%
VFG
930
Victory Financial Group
Texas
$298K – – –
FDCDDQ
931
Federation des caisses Desjardins du Quebec
Quebec, Canada
$298K +$34.1K +405 +13%
MGWM
932
Marks Group Wealth Management
Minnesota
$296K +$757 +9 +0.3%
TDWM
933
Topel & Distasi Wealth Management
California
$295K -$20K -238 -6%
PBF
934
Petix & Botte Financial
California
$295K +$295K +3,514 New
CFS
935
CRA Financial Services
New Jersey
$293K -$7.15K -85 -2%
WIA
936
World Investment Advisors
California
$293K -$404K -4,807 -58%
BCAM
937
Boston Common Asset Management
Massachusetts
$290K – – –
BGAI
938
Bruce G. Allen Investments
Colorado
$289K +$757 +9 +0.3%
TRIA
939
Trail Ridge Investment Advisors
Colorado
$289K – – –
VAS
940
Vestmark Advisory Solutions
Massachusetts
$288K -$82.7K -983 -22%
APW
941
Acima Private Wealth
Virginia
$286K – – –
VFPW
942
Vantage Financial Partners (Wisconsin)
Wisconsin
$286K -$10.2K -121 -3%
TIM
943
Tortoise Investment Management
New York
$286K – – –
RTC
944
Riverview Trust Company
Washington
$285K – – –
WW
945
Waterfront Wealth
Kansas
$284K – – –
W
946
WealthCollab
Washington
$283K – – –
EW
947
Enzi Wealth
Texas
$283K -$2.87K -36 -1%
DA
948
Detalus Advisors
Missouri
$283K -$1.68K -20 -0.6%
JJBC
949
James J. Burns & Company
New York
$282K -$346K -4,184 -55%
LIA
950
LBMC Investment Advisors
Tennessee
$281K +$84 +1 +0%
36 37
38
39 40