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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 %
MSA
1026
Marino Stram & Associates
Massachusetts
$260K -$2.56K -29 -1%
TA
1027
TFG Advisers
Michigan
$260K -$5.73K -65 -2%
RHP
1028
Royal Harbor Partners
Texas
$260K – – –
FBT
1029
First Bank & Trust
South Dakota
$259K – – –
AF
1030
Apexium Financial
Texas
$259K +$881 +10 +0.3%
PFBT
1031
Parkside Financial Bank & Trust
Missouri
$257K -$529 -6 -0.2%
FIM
1032
Fernwood Investment Management
Massachusetts
$257K – – –
TC
1033
TAGStone Capital
North Carolina
$257K – – –
AWC
1034
Abundance Wealth Counselors
Pennsylvania
$257K +$257K +2,913 New
TA
1035
TruWealth Advisors
Louisiana
$256K – – –
FDDB
1036
Fidelity D&D Bancorp
Pennsylvania
$255K – – –
FA
1037
FF Advisors
California
$254K – – –
SC
1038
Stephenson & Company
California
$251K +$1.41K +16 +0.6%
DIP
1039
Davis Investment Partners
North Carolina
$251K – – –
EA
1040
Enclave Advisors
Texas
$251K +$251K +2,846 New
PPC
1041
Park Place Capital
Alabama
$250K – – –
EW
1042
Enzi Wealth
Texas
$250K – – –
PIAS
1043
PCA Investment Advisory Services
Ohio
$249K +$2.29K +26 +0.9%
AMM
1044
American Money Management
California
$247K – – –
TH
1045
TCTC Holdings
Texas
$246K – – –
GKIM
1046
GW&K Investment Management
Massachusetts
$246K – – –
DCM
1047
DGS Capital Management
New Jersey
$245K +$6.43K +73 +3%
FB
1048
First Bancorp
Maine
$244K +$244K +2,773 New
OW
1049
Olistico Wealth
Oklahoma
$244K -$8.46K -96 -3%
FWI
1050
Facet Wealth Inc
Maryland
$243K +$24.8K +283 +11%
40 41
42
43 44