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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.

Holders
1,284
Holders Change
+50
Holders Change %
+4.05%
% of All Funds
18.58%
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
1
Jones Financial Companies
Missouri
$3.78B
2
UBS Group
2
UBS Group
Switzerland
$540M
3
Bank of America
3
Bank of America
North Carolina
$5.22B
4
LLWM
4
Life Line Wealth Management
California
$34.7M
5
PCP
5
Proficio Capital Partners
Massachusetts
$32.9M

Top Sellers

1
PFM
1
Premier Fund Managers
United Kingdom
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$222M
3
Natixis Advisors
3
Natixis Advisors
Massachusetts
$83.2M
4
LPL Financial
4
LPL Financial
California
$230M
5
AssetMark Inc
5
AssetMark Inc
California
$170K
Name Holding Trade Value Shares
Change 		Shares
Change %
Corient Private Wealth
76
Corient Private Wealth
Florida
$39.1M -$39.8K -452 -0.1%
Focus Partners Wealth
77
Focus Partners Wealth
Massachusetts
$36M -$19M -215,895 -35%
AF
78
Alerus Financial
North Dakota
$35.2M -$1.65M -18,708 -4%
LLWM
79
Life Line Wealth Management
California
$34.7M +$34.7M +393,365 New
TCBWMS
80
Texas Capital Bank Wealth Management Services
Texas
$34.1M -$2.19M -24,898 -6%
PCP
81
Proficio Capital Partners
Massachusetts
$32.9M +$32.9M +373,107 New
RWA
82
River Wealth Advisors
Pennsylvania
$32.2M +$830K +9,419 +3%
MCM
83
MAI Capital Management
Ohio
$31.6M +$1.99M +22,634 +7%
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$31.1M -$636K -7,221 -2%
SNB
85
Security National Bank
Nebraska
$30.2M – – –
SIA
86
Stegner Investment Associates
Kentucky
$29.5M -$555K -6,295 -2%
CT
87
Coastline Trust
Rhode Island
$27.7M +$1.09M +12,384 +4%
CCM
88
Coldstream Capital Management
Washington
$27.3M +$822K +9,302 +3%
MML Investors Services
89
MML Investors Services
Massachusetts
$27.2M +$345K +3,911 +1%
Brown Advisory
90
Brown Advisory
Maryland
$27M +$15K +170 +0.1%
DADC
91
D.A. Davidson & Co
Montana
$26.7M -$1.7M -19,342 -6%
CIG
92
Consolidated Investment Group
Colorado
$25.3M – – –
XF
93
XML Financial
Maryland
$24.6M +$607K +6,892 +3%
BlackRock
94
BlackRock
New York
$24.2M +$241K +2,736 +1%
Thrivent Financial for Lutherans
95
Thrivent Financial for Lutherans
Minnesota
$24M -$4.43M -50,271 -16%
ANB
96
Amarillo National Bank
Texas
$23.8M +$604K +6,849 +3%
SIC
97
Sigma Investment Counselors
Michigan
$23.5M -$157K -1,781 -0.7%
HFS
98
Hantz Financial Services
Michigan
$22.5M -$1.27M -14,378 -5%
WSFS
99
Wilmington Savings Fund Society
Delaware
$22.4M +$16.3M +185,463 +272%
BPA
100
Beacon Pointe Advisors
California
$21.5M +$1.87M +21,256 +10%
2 3
4
5 6