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iShares Russell Mid-Cap ETF
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Overview Fund Activity

1,249 hedge funds and large institutions have $27.1B invested in iShares Russell Mid-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 380 increasing their positions, 473 reducing their positions, and 61 closing their positions.

Holders
1,249
Holders Change
+6
Holders Change %
+0.48%
% of All Funds
18.11%
Holding in Top 10
64
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.93%
New
86
Increased
380
Reduced
473
Closed
61
Calls
$12.4M
Puts
$976K
Net Calls
+$11.4M
Net Calls Change
-$2.65M

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$2.07B
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$100M
3
Mariner
3
Mariner
Kansas
$124M
4
Citigroup
4
Citigroup
New York
$62.8M
5
SNB
5
Security National Bank
Nebraska
$28.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$631M
2
FMI
2
Factory Mutual Insurance
Massachusetts
$88.2M
3
Bank of America
3
Bank of America
North Carolina
$4.92B
4
TIAA Trust, National Association
4
TIAA Trust, National Association
North Carolina
$420M
5
Wells Fargo
5
Wells Fargo
California
$2.86B
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
1051
Burney Company
Virginia
$219K – – –
SFG
1052
Sather Financial Group
Texas
$218K -$54.2K -644 -20%
IC
1053
Iconiq Capital
California
$218K – – –
CDH
1054
Charles D. Hyman
$218K – – –
HWM
1055
Horizons Wealth Management
North Carolina
$217K – – –
FWA
1056
FSM Wealth Advisors
Ohio
$216K +$216K +2,570 New
TFA
1057
Transamerica Financial Advisors
Florida
$215K -$19.5M -231,811 -99%
SXL
1058
Summit X LLC
Missouri
$214K -$1.51K -18 -0.7%
SAW
1059
Signal Advisors Wealth
Michigan
$214K +$214K +2,545 New
CIBC World Market
1060
CIBC World Market
Ontario, Canada
$212K +$212K +2,527 New
ACM
1061
AUA Capital Management
Pennsylvania
$212K +$212K +2,519 New
WS
1062
Wedbush Securities
California
$211K +$211K +2,512 New
MFG
1063
Monte Financial Group
Connecticut
$210K -$96.6K -1,149 -31%
AIP
1064
ARS Investment Partners
New York
$210K +$210K +2,500 New
VF
1065
Vawter Financial
Ohio
$210K +$210K +2,492 New
MSFS
1066
Main Street Financial Solutions
Pennsylvania
$209K +$209K +2,488 New
PCS
1067
Personal CFO Solutions
New Jersey
$209K -$37.7K -448 -15%
IFWM
1068
Institute for Wealth Management
Colorado
$209K +$209K +2,484 New
HCM
1069
Hillman Capital Management
Maryland
$208K +$252 +3 +0.1%
CP
1070
Covenant Partners
Tennessee
$208K – – –
ML
1071
McAdam LLC
Pennsylvania
$208K +$208K +2,469 New
WJA
1072
Willis Johnson & Associates
Texas
$207K +$207K +2,462 New
FWI
1073
Facet Wealth Inc
Maryland
$207K -$96.1K -1,176 -32%
KWS
1074
Keystone Wealth Services
California
$207K +$207K +2,456 New
MPW
1075
Monterey Private Wealth
California
$206K +$206K +2,452 New
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43
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