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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 %
CP
1126
Covenant Partners
Tennessee
$189K -$29K -329 -13%
CWC
1127
Carolinas Wealth Consulting
North Carolina
$188K +$705 +8 +0.4%
S
1128
SignatureFD
Georgia
$184K -$81.8K -928 -31%
TIAAOA
1129
Teachers Insurance & Annuity Association of America
New York
$182K +$182K +2,062 New
RIL
1130
Rothschild Investment LLC
Illinois
$178K – – –
LWANC
1131
Laurel Wealth Advisors (North Carolina)
North Carolina
$178K – – –
BCP
1132
Blue Chip Partners
Michigan
$178K +$705 +8 +0.4%
AT
1133
Avalon Trust
New Mexico
$176K – – –
CAL
1134
Capital Advisors Ltd
Ohio
$172K -$441 -5 -0.3%
WC
1135
Westwind Capital
New Mexico
$171K -$626K -7,109 -79%
AssetMark Inc
1136
AssetMark Inc
California
$170K -$42.7M -484,433 -100%
PCMC
1137
Private Capital Management (Colorado)
Colorado
$164K +$20.2K +229 +14%
FIM
1138
FWL Investment Management
Texas
$159K +$3.44K +39 +2%
VAG
1139
VisionPoint Advisory Group
Texas
$156K – – –
BCMLT
1140
Beacon Capital Management LLC (Tennessee)
Tennessee
$155K +$97.6K +1,107 +171%
LFA
1141
LGT Financial Advisors
Texas
$154K +$617 +7 +0.4%
FWM
1142
FSA Wealth Management
Massachusetts
$151K +$151K +1,711 New
BWL
1143
Bogart Wealth LLC
Virginia
$148K +$16K +181 +12%
HPIA
1144
Hamilton Point Investment Advisors
North Carolina
$147K – – –
HGA
1145
Hobbs Group Advisors
South Carolina
$140K – – –
BFPW
1146
BOK Financial Private Wealth
Colorado
$138K -$10.5K -119 -7%
Allspring Global Investments
1147
Allspring Global Investments
North Carolina
$137K -$2.39M -27,152 -95%
National Bank of Canada
1148
National Bank of Canada
Quebec, Canada
$136K – – –
CFO
1149
CVA Family Office
Colorado
$136K – – –
FFL
1150
Financial Freedom LLC
Ohio
$135K +$264 +3 +0.2%
44 45
46
47 48