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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 %
TCOV
1101
Trust Company of Vermont
Vermont
$209K -$141K -1,604 -40%
HW
1102
Hancock Whitney
Mississippi
$209K -$182K -2,065 -47%
CCMI
1103
Creative Capital Management Investments
California
$209K +$103K +1,168 +97%
CIA
1104
Compass Ion Advisors
Pennsylvania
$208K +$208K +2,355 New
AIM
1105
Athena Investment Management
California
$208K +$208K +2,355 New
CMP
1106
Courage Miller Partners
Virginia
$207K +$207K +2,354 New
SWM
1107
SK Wealth Management
Rhode Island
$207K +$207K +2,318 New
SXL
1108
Summit X LLC
Missouri
$207K – – –
BG
1109
Bollard Group
Massachusetts
$206K +$528 +6 +0.3%
FCM
1110
Firestone Capital Management
Florida
$206K +$206K +2,336 New
ACP
1111
Aveo Capital Partners
Colorado
$205K -$3.93M -44,601 -95%
FCIM
1112
Fairview Capital Investment Management
California
$205K +$205K +2,328 New
TSWM
1113
Tyler-Stone Wealth Management
Ohio
$205K +$103K +1,165 +100%
DPW
1114
DiNuzzo Private Wealth
Pennsylvania
$205K – – –
DF
1115
Dunhill Financial
United Kingdom
$205K +$111K +1,257 +118%
CSWM
1116
Cassady Schiller Wealth Management
Ohio
$204K -$7.14K -81 -3%
GSIS
1117
Global Strategic Investment Solutions
Arizona
$204K +$204K +2,310 New
AC
1118
Asio Capital
Kentucky
$203K +$203K +2,300 New
SWM
1119
SeaCrest Wealth Management
New York
$202K -$61.6K -699 -23%
MAM
1120
Madison Asset Management
Wisconsin
$201K +$201K +2,286 New
HFS
1121
Heritage Financial Services
Massachusetts
$201K +$201K +2,285 New
1CP
1122
17 Capital Partners
Arizona
$201K +$201K +2,277 New
AWA
1123
Amplius Wealth Advisors
Pennsylvania
$200K +$200K +2,273 New
HBW
1124
Hazlett, Burt & Watson
West Virginia
$198K +$88 +1 +0%
BA
1125
Ballast Advisors
Minnesota
$190K +$3.79K +43 +2%
43 44
45
46 47