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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 %
MHIC
1001
Marble Harbor Investment Counsel
Massachusetts
$273K – – –
HIS
1002
Horizon Investment Services
Indiana
$273K +$273K +3,093 New
HCP
1003
Holt Capital Partners
Texas
$272K – – –
PAM
1004
Peak Asset Management
Colorado
$271K – – –
AFP
1005
Ausdal Financial Partners
Iowa
$271K +$271K +3,075 New
MLRA
1006
Main Line Retirement Advisors
Montana
$270K +$1.15K +13 +0.4%
SAM
1007
SignalPoint Asset Management
Missouri
$270K – – –
KWA
1008
Kingswood Wealth Advisors
California
$268K -$51.8K -588 -16%
GOCP
1009
Great Oak Capital Partners
Massachusetts
$268K – – –
TW
1010
TritonPoint Wealth
Maryland
$268K -$6.16K -70 -2%
UIA
1011
Ulland Investment Advisors
Minnesota
$267K – – –
1IA
1012
1834 Investment Advisors
Wisconsin
$267K – – –
KJHP
1013
K.J. Harrison & Partners
Ontario, Canada
$267K +$267K +2,988 New
WCG
1014
Weaver Consulting Group
California
$267K – – –
TA
1015
TPG Advisors
Illinois
$266K – – –
DFA
1016
DHJJ Financial Advisors
Illinois
$264K – – –
EA
1017
Eclectic Associates
California
$264K – – –
SC
1018
Scotia Capital
Ontario, Canada
$264K +$20.9K +237 +9%
AWA
1019
Arete Wealth Advisors
Illinois
$264K -$88 -1 -0%
GWM
1020
GSB Wealth Management
Connecticut
$262K – – –
FAM
1021
Flaharty Asset Management
Florida
$262K – – –
CAMG
1022
CWA Asset Management Group
Florida
$262K +$262K +2,974 New
GGS
1023
Galvin Gaustad & Stein
Arizona
$261K – – –
GIA
1024
GHP Investment Advisors
Colorado
$261K -$179K -2,031 -41%
FWM
1025
Fairhaven Wealth Management
Illinois
$261K – – –
39 40
41
42 43