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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 %
AFS
1076
Annapolis Financial Services
Maryland
$224K – – –
CIBC World Market
1077
CIBC World Market
Ontario, Canada
$224K -$1.58K -18 -0.7%
TYCC
1078
Texas Yale Capital Corp
Florida
$223K +$223K +2,530 New
AIP
1079
ARS Investment Partners
New York
$220K – – –
EP
1080
Essential Planning
New Hampshire
$220K – – –
VF
1081
Vawter Financial
Ohio
$220K – – –
GI
1082
Gradient Investments
Minnesota
$220K -$875K -9,923 -80%
IA
1083
IFP Advisors
Florida
$219K +$85.2K +967 +64%
EWA
1084
EverSource Wealth Advisors
Alabama
$219K +$88 +1 +0%
FRA
1085
Front Row Advisors
California
$219K -$46.4K -526 -17%
IFWM
1086
Institute for Wealth Management
Colorado
$219K – – –
HCM
1087
Hillman Capital Management
Maryland
$219K +$264 +3 +0.1%
HP
1088
Hilltop Partners
Indiana
$218K -$3.79K -43 -2%
MPW
1089
Monterey Private Wealth
California
$217K +$217K +2,461 New
FTDI
1090
First Trust Direct Indexing
Massachusetts
$217K +$217K +2,461 New
KWS
1091
Keystone Wealth Services
California
$216K +$216K +2,448 New
SOS
1092
Silver Oak Securities
Tennessee
$215K +$8.28K +94 +4%
VFPW
1093
Vantage Financial Partners (Wisconsin)
Wisconsin
$215K -$27.9K -316 -11%
WJA
1094
Willis Johnson & Associates
Texas
$214K +$214K +2,422 New
VA
1095
Vident Advisory
Georgia
$213K +$213K +2,420 New
FFG
1096
Frisch Financial Group
New York
$213K +$213K +2,412 New
IP
1097
Ignite Planners
California
$212K -$64.9K -736 -23%
AHB
1098
Abner Herrman & Brock
New Jersey
$212K +$212K +2,409 New
VPWA
1099
Vestia Personal Wealth Advisors
Indiana
$210K +$210K +2,385 New
ML
1100
McAdam LLC
Pennsylvania
$210K +$210K +2,385 New
42 43
44
45 46