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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 %
FFA
951
Fragasso Financial Advisors
Pennsylvania
$315K +$1.06K +12 +0.3%
PCH
952
PGIM Custom Harvest
New Jersey
$314K +$11.3K +128 +4%
DSN
953
D. Scott Neal
Kentucky
$314K – – –
FBC
954
Fairfield, Bush & Co
Connecticut
$313K +$59K +670 +23%
MAS
955
Madden Advisory Services
Florida
$311K +$70.3K +797 +29%
RA
956
RFG Advisory
Alabama
$311K +$29K +329 +10%
CAL
957
Capital Analysts LLC
Pennsylvania
$309K +$264 +3 +0.1%
AWAG
958
ARS Wealth Advisors Group
Florida
$308K +$176 +2 +0.1%
CF
959
Centaurus Financial
California
$308K +$308K +3,492 New
First Manhattan
960
First Manhattan
New York
$307K -$17.7K -201 -5%
TFA
961
Tobias Financial Advisors
Florida
$305K +$305K +3,464 New
BGAI
962
Bruce G. Allen Investments
Colorado
$305K +$1.32K +15 +0.4%
BCAM
963
Boston Common Asset Management
Massachusetts
$304K – – –
VBWMG
964
Von Berge Wealth Management Group
California
$303K +$183 +2 +0.1%
ABC
965
Associated Banc-Corp
Wisconsin
$302K +$11.1K +126 +4%
APW
966
Acima Private Wealth
Virginia
$300K – – –
FPFS
967
First Personal Financial Services
North Carolina
$299K – – –
W
968
WealthCollab
Washington
$297K – – –
TVAMP
969
Tennessee Valley Asset Management Partners
Tennessee
$296K +$9.52K +108 +3%
RZH
970
Relyea Zuckerberg Hanson
Connecticut
$296K -$42.2K -479 -12%
KA
971
Kure Advisory
Minnesota
$294K – – –
USB
972
Union Savings Bank
Connecticut
$293K – – –
NCTC
973
New Covenant Trust Company
Indiana
$293K – – –
RBC
974
Roble Belko & Company
Pennsylvania
$293K -$74.8K -847 -20%
AWA
975
Aaron Wealth Advisors
Illinois
$292K – – –
37 38
39
40 41