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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 %
VWWMG
1126
Vermillion & White Wealth Management Group
Pennsylvania
$112K 1,326 -50 -4%
GEA
1127
Glen Eagle Advisors
New Jersey
$110K 1,308 +16 +1%
M
1128
MOTCO
Texas
$110K 1,308 – –
GC
1129
Garde Capital
Washington
$106K 1,266 +1,266 New
MA
1130
Marquette Associates
Illinois
$106K 1,256 +912 +265%
GJWM
1131
Gilliland Jeter Wealth Management
Arkansas
$105K 1,253 +1,253 New
CT
1132
Colonial Trust
South Carolina
$105K 1,250 – –
AIA
1133
Arcadia Investment Advisors
Idaho
$104K 1,240 – –
CCMI
1134
Creative Capital Management Investments
California
$101K 1,200 – –
LWCFA
1135
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$96K 1,209 -148 -11%
BAM
1136
Bellevue Asset Management
Washington
$96K 1,141 +671 +143%
AIM
1137
Anchor Investment Management
South Carolina
$95.6K 1,137 – –
CFGS
1138
Concourse Financial Group Securities
Alabama
$95.1K 1,131 -411 -27%
CICI
1139
Capital Investment Counsel Inc
North Carolina
$93.7K 1,114 – –
NF
1140
Norwood Financial
Pennsylvania
$92.5K 1,100 -100 -8%
FP
1141
Financial Perspectives
Minnesota
$90.3K 1,074 – –
FFA
1142
Farther Finance Advisors
California
$90K 1,077 +169 +19%
National Bank of Canada
1143
National Bank of Canada
Quebec, Canada
$89K 1,080 – –
DF
1144
Dunhill Financial
United Kingdom
$88.9K 1,065 +1 +0.1%
KHC
1145
Koesten Hirschmann & Crabtree
Kansas
$88.3K 1,050 – –
CIAS
1146
Capital Investment Advisory Services
North Carolina
$88.2K 1,049 +12 +1%
CMP
1147
Coston McIsaac & Partners
Maine
$88K 1,052 – –
WFA
1148
West Financial Advisors
Iowa
$87.5K 1,040 – –
HT
1149
Headlands Technologies
Illinois
$87.1K 1,036 -52 -5%
EDRH
1150
Edmond de Rothschild Holding
Switzerland
$78.9K 938 – –
44 45
46
47 48