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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.

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 Market Value Shares Shares
Change 		Shares
Change %
MFIM
76
Mesirow Financial Investment Management
Illinois
$38.9M 462,297 +34,129 +8%
SPIA
77
Steward Partners Investment Advisory
New York
$38.5M 457,550 +3,177 +0.7%
DWM
78
Dakota Wealth Management
Florida
$36M 428,086 +8,106 +2%
SI
79
Stephens Inc
Arkansas
$35.7M 424,020 +12,139 +3%
FFA
80
First Foundation Advisors
California
$35.4M 421,140 +22,913 +6%
Corient Private Wealth
81
Corient Private Wealth
Florida
$35.3M 419,615 -405 -0.1%
AF
82
Alerus Financial
North Dakota
$34.9M 415,562 -3,800 -0.9%
Natixis Advisors
83
Natixis Advisors
Massachusetts
$32.1M 381,399 -112,533 -23%
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$30.3M 360,085 -47,893 -12%
SIA
85
Stegner Investment Associates
Kentucky
$29.2M 347,293 -3,263 -0.9%
SNB
86
Security National Bank
Nebraska
$28.9M 343,196 +343,196 New
RWA
87
River Wealth Advisors
Pennsylvania
$28.8M 342,713 +17,364 +5%
BlackRock
88
BlackRock
New York
$27.9M 332,210 -136,305 -29%
Thrivent Financial for Lutherans
89
Thrivent Financial for Lutherans
Minnesota
$27.2M 323,549 -30,336 -9%
MCM
90
MAI Capital Management
Ohio
$26.9M 319,702 +7,761 +2%
DADC
91
D.A. Davidson & Co
Montana
$26.6M 315,922 -8,788 -3%
CCM
92
Coldstream Capital Management
Washington
$26.4M 314,300 -980 -0.3%
MML Investors Services
93
MML Investors Services
Massachusetts
$26M 309,123 -15,779 -5%
Brown Advisory
94
Brown Advisory
Maryland
$25.7M 305,649 +12,887 +4%
CT
95
Coastline Trust
Rhode Island
$25.2M 299,750 -246 -0.1%
HFS
96
Hantz Financial Services
Michigan
$24.8M 294,887 +32,075 +12%
CIG
97
Consolidated Investment Group
Colorado
$24.1M 287,160 – –
Focus Partners Wealth
98
Focus Partners Wealth
Massachusetts
$23.4M 277,931 +37,698 +16%
XF
99
XML Financial
Maryland
$23.1M 275,194 -3,343 -1%
ANB
100
Amarillo National Bank
Texas
$22.9M 271,989 -840 -0.3%
2 3
4
5 6