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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 Market Value Shares Shares
Change 		Shares
Change %
ABC
1076
Associated Banc-Corp
Wisconsin
$205K 2,441 +2,441 New
1CP
1077
17 Capital Partners
Arizona
$205K 2,440 +2,440 New
CA
1078
Claro Advisors
Massachusetts
$205K 2,440 -554 -19%
CAG
1079
Crestwood Advisors Group
Massachusetts
$204K 2,425 +2,425 New
Russell Investments Group
1080
Russell Investments Group
United Kingdom
$204K 2,424 -340 -12%
FTDI
1081
First Trust Direct Indexing
Massachusetts
$203K 2,416 +2,416 New
AHB
1082
Abner Herrman & Brock
New Jersey
$203K 2,409 -2,480 -51%
OBWP
1083
O'Brien Wealth Partners
Massachusetts
$202K 2,406 -1,346 -36%
FFG
1084
Frisch Financial Group
New York
$202K 2,399 +2,399 New
CSWM
1085
Cassady Schiller Wealth Management
Ohio
$202K 2,400 – –
MPI
1086
Mairs & Power Inc
Minnesota
$201K 2,385 +2,385 New
BG
1087
Bollard Group
Massachusetts
$196K 2,333 +3 +0.1%
DPW
1088
DiNuzzo Private Wealth
Pennsylvania
$196K 2,325 – –
AT
1089
Avalon Trust
New Mexico
$193K 2,300 – –
BCP
1090
Blue Chip Partners
Michigan
$192K 2,288 +5 +0.2%
PFBT
1091
Parkside Financial Bank & Trust
Missouri
$191K 2,266 +1,730 +323%
SOS
1092
Silver Oak Securities
Tennessee
$190K 2,261 +2,261 New
AF
1093
Advisornet Financial
Minnesota
$188K 2,232 +573 +35%
USB
1094
Union Savings Bank
Connecticut
$187K 2,220 – –
EWA
1095
EverSource Wealth Advisors
Alabama
$182K 2,285 +1,238 +118%
CWC
1096
Carolinas Wealth Consulting
North Carolina
$179K 2,124 +5 +0.2%
RIL
1097
Rothschild Investment LLC
Illinois
$173K 2,057 -26 -1%
BA
1098
Ballast Advisors
Minnesota
$172K 2,044 -64 -3%
VAMG
1099
Voisard Asset Management Group
Michigan
$171K 2,038 – –
LWANC
1100
Laurel Wealth Advisors (North Carolina)
North Carolina
$170K 2,016 – –
42 43
44
45 46