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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 %
UL
926
Unionview LLC
Washington
$340K +$1.32K +15 +0.4%
WW
927
Waterfront Wealth
Kansas
$340K +$25.4K +286 +8%
AFTS
928
American Financial & Tax Strategies
New York
$340K -$64.1K -727 -16%
AF
929
Advisornet Financial
Minnesota
$338K +$73.9K +838 +28%
TC
930
TownSquare Capital
Utah
$337K +$73.1K +829 +28%
PPW
931
PACK Private Wealth
Minnesota
$337K – – –
FA
932
Financial Alternatives
California
$336K – – –
CAM
933
CPA Asset Management
Florida
$336K -$7.67K -87 -2%
VFG
934
V2 Financial group
Illinois
$335K – – –
EWM
935
Evermay Wealth Management
Virginia
$334K – – –
HL
936
HeadInvest LLC
Maine
$330K +$330K +3,749 New
SWA
937
Sax Wealth Advisors
New Jersey
$330K – – –
SPWG
938
Sage Private Wealth Group
Illinois
$330K -$55.7K -632 -14%
MMPW
939
Mitchell McLeod Pugh & Williams
Alabama
$328K -$31.6K -358 -9%
ICM
940
IMS Capital Management
Oregon
$326K – – –
TRIA
941
Trail Ridge Investment Advisors
Colorado
$325K +$9.91K +112 +3%
UCB
942
United Community Bank
South Carolina
$324K – – –
MCCP
943
Mission Creek Capital Partners
California
$324K – – –
ATC
944
Adirondack Trust Company
New York
$323K +$7.93K +90 +3%
LWMNY
945
Landmark Wealth Management (New York)
New York
$322K +$322K +3,658 New
DA
946
Detalus Advisors
Missouri
$320K -$2.65K -30 -0.8%
LIA
947
LBMC Investment Advisors
Tennessee
$318K +$23K +261 +8%
KCPG
948
Kavar Capital Partners Group
Kansas
$317K -$22K -250 -6%
PCM
949
Poehling Capital Management
Wisconsin
$316K – – –
HP
950
Holistic Planning
Texas
$315K +$315K +3,579 New
36 37
38
39 40