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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 %
TWG
1051
The Wealth Group
Minnesota
$243K – – –
ACS
1052
Archford Capital Strategies
Illinois
$242K +$242K +2,700 New
HWM
1053
HighMark Wealth Management
Minnesota
$240K – – –
PCTC
1054
Perkins Coie Trust Company
Washington
$240K -$5.29K -60 -2%
HWM
1055
Horizons Wealth Management
North Carolina
$239K -$7.58K -86 -3%
AW
1056
Alaethes Wealth
Nevada
$238K +$238K +2,703 New
SIG
1057
Sky Investment Group
Connecticut
$238K – – –
AIM
1058
Aspen Investment Management
Michigan
$238K – – –
TIM
1059
Tortoise Investment Management
New York
$238K -$19K -215 -7%
MIAS
1060
Mason Investment Advisory Services
Virginia
$237K +$88 +1 +0%
JA
1061
JVL Associates
Michigan
$236K – – –
GD
1062
Grandfield & Dodd
New York
$236K +$236K +2,675 New
PMG
1063
ProVise Management Group
Florida
$235K -$16.7K -189 -7%
CF
1064
Convergence Financial
Missouri
$235K +$235K +2,666 New
MIA
1065
MainStreet Investment Advisors
Illinois
$234K – – –
BC
1066
Burney Company
Virginia
$234K +$4.41K +50 +2%
SCP
1067
Silverleafe Capital Partners
Tennessee
$233K – – –
TWM
1068
Thrive Wealth Management
Pennsylvania
$232K +$176 +2 +0.1%
PPH
1069
Pure Portfolios Holdings
Oregon
$231K +$231K +2,624 New
VIA
1070
Vickerman Investment Advisors
Washington
$229K -$4.94K -56 -2%
AOWM
1071
Alpha Omega Wealth Management
Virginia
$229K -$35.3K -400 -13%
IC
1072
Iconiq Capital
California
$229K – – –
PSF
1073
Pacific Sun Financial
California
$228K -$37.9K -430 -14%
MCI
1074
MRP Capital Investments
Georgia
$227K +$227K +2,571 New
FWA
1075
FSM Wealth Advisors
Ohio
$227K – – –
41 42
43
44 45