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iShares Russell Mid-Cap ETF
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Overview Fund Activity

1,398 hedge funds and large institutions have $31.8B invested in iShares Russell Mid-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 194 funds opening new positions, 470 increasing their positions, 399 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,398
Holders Change
+114
Holders Change %
+8.88%
% of All Funds
18.61%
Holding in Top 10
64
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.88%
% of All Funds
0.85%
New
194
Increased
470
Reduced
399
Closed
55
Calls
$12.3M
Puts
$354K
Net Calls
+$12M
Net Calls Change
+$6.42M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$1.7B
2
Bank of America
Bank of America
North Carolina
+$208M
3
Wells Fargo
Wells Fargo
California
+$79.1M
4
Lido Advisors
Lido Advisors
California
+$68.1M
5
Morgan Stanley
Morgan Stanley
New York
+$44.1M

Top Sellers

1
US Bancorp
US Bancorp
Minnesota
-$194M
2
UBS Group
UBS Group
Switzerland
-$66.7M
3
HNB
Huntington National Bank
Ohio
-$45.9M
4
GC
Gilbert & Cook
Iowa
-$43.7M
5
IAIM
International Assets Investment Management
Florida
-$41.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
NPPM
1051
North Point Portfolio Managers
Ohio
$288K +$3.71K +42 +1%
LI
1052
LVZ Inc
Michigan
$287K – – –
TI
1053
Trexquant Investment
Connecticut
$287K +$287K +3,246 New
OWA
1054
Octavia Wealth Advisors
Ohio
$286K – – –
MA
1055
Mutual Advisors
Nebraska
$286K -$9.2K -101 -3%
AG
1056
AlTi Global
New York
$284K – – –
TCTWM
1057
Three Cord True Wealth Management
Pennsylvania
$283K +$283K +3,203 New
VDI
1058
Vaughan David Investments
Illinois
$282K – – –
EBT
1059
Enterprise Bank & Trust
Massachusetts
$282K – – –
RTC
1060
Riverview Trust Company
Washington
$281K – – –
CAM
1061
Congress Asset Management
Massachusetts
$281K +$281K +3,180 New
FAM
1062
Formidable Asset Management
Ohio
$279K – – –
CA
1063
Crewe Advisors
Utah
$279K – – –
OS
1064
Objectivity Squared
South Carolina
$278K +$964 +11 +0.3%
HHAA
1065
Henry H. Armstrong Associates
Pennsylvania
$277K – – –
RIA
1066
Regal Investment Advisors
Michigan
$276K -$1.49M -16,805 -84%
EA
1067
Emerald Advisors
Washington
$276K – – –
QP
1068
Quartz Partners
New York
$274K -$117K -1,326 -30%
PFW
1069
Petros Family Wealth
Minnesota
$274K +$274K +3,096 New
MHIC
1070
Marble Harbor Investment Counsel
Massachusetts
$274K – – –
HCP
1071
Holt Capital Partners
Texas
$273K – – –
NWMP
1072
Noble Wealth Management PBC
Colorado
$272K +$272K +3,076 New
MLRA
1073
Main Line Retirement Advisors
Montana
$272K +$973 +11 +0.4%
PAM
1074
Peak Asset Management
Colorado
$272K – – –
ECM
1075
Exchange Capital Management
Michigan
$272K +$272K +3,074 New
41 42
43
44 45