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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 %
SIC
101
Sigma Investment Counselors
Michigan
$22.8M 271,311 -5,355 -2%
DAS
102
Diversify Advisory Services
Utah
$22.4M 268,603 +268,603 New
SWP
103
Stratos Wealth Partners
Ohio
$20.6M 244,956 -77,742 -24%
MIM
104
Miller Investment Management
Pennsylvania
$20.1M 238,657 +1,540 +0.6%
Stifel Financial
105
Stifel Financial
Missouri
$19.6M 232,632 +172 +0.1%
LA
106
Legacy Advisors
Pennsylvania
$19.2M 228,489 -2,000 -0.9%
RFC
107
Regions Financial Corp
Alabama
$19.2M 228,156 -285 -0.1%
BPA
108
Beacon Pointe Advisors
California
$19M 226,132 -28,552 -11%
FFN
109
Focus Financial Network
Minnesota
$19M 241,469 +397 +0.2%
GIA
110
Goodwin Investment Advisory
Georgia
$18.3M 218,212 +13,547 +7%
Bank of Nova Scotia
111
Bank of Nova Scotia
Ontario, Canada
$17.9M 213,216 +213,216 New
WTC
112
WhitTier Trust Company
Nevada
$17.5M 207,699 -26 -0%
PA
113
PFW Advisors
Georgia
$17M 202,188 -8,714 -4%
BNP Paribas Financial Markets
114
BNP Paribas Financial Markets
France
$16.4M 195,432 +16,778 +9%
NA
115
NewEdge Advisors
Louisiana
$15.8M 188,306 -66,700 -26%
PAG
116
Private Advisor Group
New Jersey
$15.7M 186,467 +5,909 +3%
WC
117
Woodstock Corp
Massachusetts
$15.5M 184,249 -5,905 -3%
SCG
118
Sonata Capital Group
Washington
$15.5M 183,764 -1,884 -1%
BCWM
119
Bartlett & Co Wealth Management
Ohio
$15.4M 182,913 +13,296 +8%
RSWM
120
Robertson Stephens Wealth Management
California
$15.3M 181,998 +3,643 +2%
Mercer Global Advisors
121
Mercer Global Advisors
Colorado
$15.2M 180,897 -2,802 -2%
FCBT
122
First Citizens Bank & Trust
North Carolina
$15.1M 179,445 +30,302 +20%
PCIA
123
Prime Capital Investment Advisors
Kansas
$15M 178,700 +132,665 +288%
WT
124
Whittier Trust
California
$14.9M 177,624 +22,990 +15%
CANC
125
Culbertson A N & Co
Virginia
$14.8M 175,514 +2,145 +1%
3 4
5
6 7