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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 %
GIA
976
Guyasuta Investment Advisors
Pennsylvania
$291K – – –
ORC
977
O'Rourke & Company
Massachusetts
$291K – – –
EFG
978
Everhart Financial Group
Ohio
$290K – – –
MIC
979
Meridian Investment Counsel
California
$289K – – –
AWA
980
Arkadios Wealth Advisors
Georgia
$288K -$22.7K -258 -7%
RBC
981
Romano Brothers & Co
Illinois
$287K +$7.84K +89 +3%
MA
982
Mutual Advisors
Nebraska
$287K -$400K -4,509 -58%
OHWP
983
Oak Harbor Wealth Partners
North Carolina
$286K – – –
LI
984
LVZ Inc
Michigan
$286K – – –
OWA
985
Octavia Wealth Advisors
Ohio
$285K – – –
AG
986
AlTi Global
New York
$283K – – –
NPPM
987
North Point Portfolio Managers
Ohio
$283K +$283K +3,212 New
VDI
988
Vaughan David Investments
Illinois
$282K – – –
FG
989
Fairman Group
Pennsylvania
$282K -$59.6K -676 -17%
EBT
990
Enterprise Bank & Trust
Massachusetts
$281K – – –
EA
991
Emerald Advisors
Washington
$281K – – –
RTC
992
Riverview Trust Company
Washington
$280K -$10.1K -115 -3%
CA
993
Crewe Advisors
Utah
$279K +$279K +3,160 New
FAM
994
Formidable Asset Management
Ohio
$279K – – –
TAM
995
Townsend Asset Management
North Carolina
$278K – – –
CCFM
996
Clear Creek Financial Management
Washington
$277K -$2.64K -30 -0.9%
SB
997
Strategic Blueprint
Georgia
$277K – – –
SAI
998
Savvy Advisors Inc
New York
$277K +$617 +7 +0.2%
HHAA
999
Henry H. Armstrong Associates
Pennsylvania
$276K -$6.61K -75 -2%
OS
1000
Objectivity Squared
South Carolina
$276K +$1.22K +14 +0.4%
38 39
40
41 42