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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 %
LWA
1201
Lowe Wealth Advisors
Maryland
$52.9K – – –
AIC
1202
Archer Investment Corporation
Indiana
$50.3K -$12.9K -146 -20%
MFT
1203
Moisand Fitzgerald Tamayo
Florida
$49.4K +$26.3K +298 +114%
RIA
1204
Realta Investment Advisors
Delaware
$46.4K -$14.6K -163 -24%
TCG
1205
Transcendent Capital Group
Oklahoma
$46.1K +$27.7K +314 +150%
PWMG
1206
Private Wealth Management Group
New Jersey
$45.7K -$24.6K -279 -35%
NMG
1207
New Millennium Group
Utah
$45.1K – – –
CMA
1208
Cedar Mountain Advisors
Oregon
$44.9K – – –
BONH
1209
Bank of New Hampshire
New Hampshire
$44.1K – – –
AWM
1210
AllSquare Wealth Management
New York
$42.3K – – –
WAG
1211
Windsor Advisory Group
Ohio
$41.6K +$41.6K +472 New
OLVIG
1212
Oliver Lagore Vanvalin Investment Group
Michigan
$41.3K – – –
RA
1213
Rise Advisors
New York
$41.1K +$176 +2 +0.4%
HWP
1214
Highline Wealth Partners
California
$41.1K -$28.6K -324 -41%
PCFFS
1215
Pacific Center for Financial Services
California
$39.5K – – –
CPA
1216
Clear Point Advisors
New York
$38.1K – – –
HGERS
1217
Householder Group Estate & Retirement Specialist
Arizona
$37K – – –
RCM
1218
Raleigh Capital Management
North Carolina
$36.8K – – –
MWM
1219
Mascoma Wealth Management
New Hampshire
$35.8K – – –
SMA
1220
Sage Mountain Advisors
Georgia
$35.5K – – –
BIM
1221
Breakwater Investment Management
Washington
$34.2K – – –
CCA
1222
Criterion Capital Advisors
Tennessee
$33.7K – – –
CPA
1223
Cardiff Park Advisors
California
$33.5K – – –
FFWM
1224
Future Financial Wealth Management
Ohio
$30.2K +$30.2K +343 New
TCM
1225
Tradewinds Capital Management
Washington
$29.9K +$29.9K +339 New
47 48
49
50 51