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iShares Russell Mid-Cap ETF
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Overview Fund Activity

1,397 hedge funds and large institutions have $31.8B invested in iShares Russell Mid-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 194 funds opening new positions, 470 increasing their positions, 398 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,397
Holders Change
+113
Holders Change %
+8.8%
% of All Funds
18.6%
Holding in Top 10
63
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.35%
% of All Funds
0.84%
New
194
Increased
470
Reduced
398
Closed
55
Calls
$12.3M
Puts
$354K
Net Calls
+$12M
Net Calls Change
+$6.42M

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$5.5B
2
Bank of America
2
Bank of America
North Carolina
$5.45B
3
Wells Fargo
3
Wells Fargo
California
$3.02B
4
Lido Advisors
4
Lido Advisors
California
$80.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$705M

Top Sellers

1
US Bancorp
1
US Bancorp
Minnesota
$1.67B
2
UBS Group
2
UBS Group
Switzerland
$475M
3
HNB
3
Huntington National Bank
Ohio
$47.7M
4
GC
4
Gilbert & Cook
Iowa
$40.7M
5
IAIM
5
International Assets Investment Management
Florida
$797K
Name Holding Trade Value Shares
Change 		Shares
Change %
Corient Private Wealth
76
Corient Private Wealth
Florida
$38.5M -$664K -7,516 -2%
Kayne Anderson Rudnick Investment Management
77
Kayne Anderson Rudnick Investment Management
California
$37.1M +$23M +260,711 +164%
AF
78
Alerus Financial
North Dakota
$35M -$388K -4,388 -1%
LLWM
79
Life Line Wealth Management
California
$35M +$187K +2,115 +0.5%
RWA
80
River Wealth Advisors
Pennsylvania
$33.9M +$1.64M +18,554 +5%
MCM
81
MAI Capital Management
Ohio
$33.4M +$1.66M +18,780 +5%
TCBWMS
82
Texas Capital Bank Wealth Management Services
Texas
$31.4M -$2.81M -31,802 -8%
CAPTRUST Financial Advisors
83
CAPTRUST Financial Advisors
North Carolina
$31.1M -$155K -1,752 -0.5%
CIG
84
Consolidated Investment Group
Colorado
$30.3M +$4.92M +55,700 +19%
CT
85
Coastline Trust
Rhode Island
$29.5M +$1.77M +20,074 +6%
MML Investors Services
86
MML Investors Services
Massachusetts
$28.8M +$1.53M +17,362 +6%
SIA
87
Stegner Investment Associates
Kentucky
$28.4M -$1.26M -14,274 -4%
SNB
88
Security National Bank
Nebraska
$28.2M -$2.16M -24,480 -7%
Brown Advisory
89
Brown Advisory
Maryland
$28.1M +$1.05M +11,828 +4%
DADC
90
D.A. Davidson & Co
Montana
$27M +$269K +3,041 +1%
CCM
91
Coldstream Capital Management
Washington
$27M -$331K -3,749 -1%
Thrivent Financial for Lutherans
92
Thrivent Financial for Lutherans
Minnesota
$26.3M +$1.14M +12,312 +5%
BlackRock
93
BlackRock
New York
$26.2M +$1.94M +21,965 +8%
WSFS
94
Wilmington Savings Fund Society
Delaware
$25.5M +$3.05M +34,524 +14%
ALA
95
Atlas Legacy Advisors
California
$24.6M +$24.6M +278,256 New
XF
96
XML Financial
Maryland
$24.2M -$475K -5,375 -2%
ANB
97
Amarillo National Bank
Texas
$23.8M -$38K -430 -0.2%
SIC
98
Sigma Investment Counselors
Michigan
$23.4M -$165K -1,862 -0.7%
HFS
99
Hantz Financial Services
Michigan
$23.3M +$670K +7,579 +3%
Stifel Financial
100
Stifel Financial
Missouri
$23.2M +$2.35M +26,583 +11%
2 3
4
5 6