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iShares Russell Mid-Cap ETF
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Overview Fund Activity

1,234 hedge funds and large institutions have $27.4B invested in iShares Russell Mid-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 417 increasing their positions, 414 reducing their positions, and 79 closing their positions.

Holders
1,234
Holders Change
-15
Holders Change %
-1.2%
% of All Funds
17.95%
Holding in Top 10
65
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.56%
% of All Funds
0.95%
New
80
Increased
417
Reduced
414
Closed
79
Calls
$6.97M
Puts
$1.14M
Net Calls
+$5.83M
Net Calls Change
-$5.6M

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$3.35B
2
Natixis Advisors
2
Natixis Advisors
Massachusetts
$135M
3
PFM
3
Premier Fund Managers
United Kingdom
$97.2M
4
CA
4
Clearstead Advisors
Ohio
$63.3M
5
AssetMark Inc
5
AssetMark Inc
California
$39.4M

Top Sellers

1
Citigroup
1
Citigroup
New York
$12M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$597M
3
Wells Fargo
3
Wells Fargo
California
$2.71B
4
HNB
4
Huntington National Bank
Ohio
$42M
5
TIAA Trust, National Association
5
TIAA Trust, National Association
North Carolina
$365M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
76
Steward Partners Investment Advisory
New York
$36.7M -$386K -4,758 -1%
Corient Private Wealth
77
Corient Private Wealth
Florida
$36M +$1.97M +24,314 +6%
DWM
78
Dakota Wealth Management
Florida
$35.7M +$967K +11,921 +3%
SI
79
Stephens Inc
Arkansas
$35.3M +$915K +11,285 +3%
FFA
80
First Foundation Advisors
California
$35.3M +$1.15M +14,127 +3%
AF
81
Alerus Financial
North Dakota
$33.9M +$246K +3,034 +0.7%
TCBWMS
82
Texas Capital Bank Wealth Management Services
Texas
$33.4M -$4.29M -52,920 -11%
CAPTRUST Financial Advisors
83
CAPTRUST Financial Advisors
North Carolina
$29.2M +$14.8K +183 +0.1%
RWA
84
River Wealth Advisors
Pennsylvania
$28.8M +$1.04M +12,817 +4%
SNB
85
Security National Bank
Nebraska
$27.8M – – –
SIA
86
Stegner Investment Associates
Kentucky
$27.7M -$468K -5,778 -2%
MCM
87
MAI Capital Management
Ohio
$27.2M +$1.32M +16,228 +5%
Thrivent Financial for Lutherans
88
Thrivent Financial for Lutherans
Minnesota
$26.2M -$79.9K -986 -0.3%
DADC
89
D.A. Davidson & Co
Montana
$26.1M +$507K +6,255 +2%
Brown Advisory
90
Brown Advisory
Maryland
$24.8M +$28.1K +346 +0.1%
MML Investors Services
91
MML Investors Services
Massachusetts
$24.7M -$366K -4,514 -1%
CT
92
Coastline Trust
Rhode Island
$24.5M +$150K +1,852 +0.6%
CCM
93
Coldstream Capital Management
Washington
$24.3M -$1.14M -14,029 -4%
SV
94
Starboard Value
New York
$24.3M -$18.2M -225,000 -43%
CIG
95
Consolidated Investment Group
Colorado
$23.3M – – –
XF
96
XML Financial
Maryland
$22.1M -$227K -2,799 -1%
BlackRock
97
BlackRock
New York
$22M -$4.93M -60,760 -18%
HFS
98
Hantz Financial Services
Michigan
$21.9M -$2.02M -24,872 -8%
SIC
99
Sigma Investment Counselors
Michigan
$21.8M -$219K -2,706 -1%
Kayne Anderson Rudnick Investment Management
100
Kayne Anderson Rudnick Investment Management
California
$21.5M +$9.56M +117,868 +80%
2 3
4
5 6