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iShares Russell Mid-Cap ETF
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Overview Fund Activity

1,234 hedge funds and large institutions have $27.4B invested in iShares Russell Mid-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 417 increasing their positions, 414 reducing their positions, and 79 closing their positions.

Holders
1,234
Holders Change
-15
Holders Change %
-1.2%
% of All Funds
17.95%
Holding in Top 10
65
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.56%
% of All Funds
0.95%
New
80
Increased
417
Reduced
414
Closed
79
Calls
$6.97M
Puts
$1.14M
Net Calls
+$5.83M
Net Calls Change
-$5.6M

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$3.35B
2
Natixis Advisors
2
Natixis Advisors
Massachusetts
$135M
3
PFM
3
Premier Fund Managers
United Kingdom
$97.2M
4
CA
4
Clearstead Advisors
Ohio
$63.3M
5
AssetMark Inc
5
AssetMark Inc
California
$39.4M

Top Sellers

1
Citigroup
1
Citigroup
New York
$12M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$597M
3
Wells Fargo
3
Wells Fargo
California
$2.71B
4
HNB
4
Huntington National Bank
Ohio
$42M
5
TIAA Trust, National Association
5
TIAA Trust, National Association
North Carolina
$365M
Name Holding Trade Value Shares
Change 		Shares
Change %
ANB
101
Amarillo National Bank
Texas
$21.3M -$745K -9,187 -3%
FFN
102
Focus Financial Network
Minnesota
$20.8M +$423K +5,003 +2%
SWP
103
Stratos Wealth Partners
Ohio
$19.8M -$47.6K -587 -0.2%
MIM
104
Miller Investment Management
Pennsylvania
$19.5M +$121K +1,488 +0.6%
RFC
105
Regions Financial Corp
Alabama
$19M +$489K +6,036 +3%
LA
106
Legacy Advisors
Pennsylvania
$18.9M +$402K +4,953 +2%
Stifel Financial
107
Stifel Financial
Missouri
$18.7M -$179K -2,207 -0.9%
GIA
108
Goodwin Investment Advisory
Georgia
$18.2M +$541K +6,672 +3%
BPA
109
Beacon Pointe Advisors
California
$18.1M -$264K -3,250 -1%
Bank of Nova Scotia
110
Bank of Nova Scotia
Ontario, Canada
$17.3M – – –
SA
111
Sanctuary Advisors
Indiana
$17.2M +$17.2M +213,512 New
WTC
112
WhitTier Trust Company
Nevada
$16.8M – – –
KOC
113
Koss-Olinger Consulting
Florida
$16.1M +$16.1M +198,745 New
VOYA Investment Management
114
VOYA Investment Management
Georgia
$16M +$3.82M +47,101 +31%
BNP Paribas Financial Markets
115
BNP Paribas Financial Markets
France
$16M +$118K +1,459 +0.7%
PA
116
PFW Advisors
Georgia
$15.9M -$480K -5,919 -3%
NA
117
NewEdge Advisors
Louisiana
$15.8M +$544K +6,707 +4%
BCWM
118
Bartlett & Co Wealth Management
Ohio
$15.5M +$620K +7,642 +4%
PAG
119
Private Advisor Group
New Jersey
$15.4M +$275K +3,387 +2%
SCG
120
Sonata Capital Group
Washington
$15.1M +$222K +2,734 +1%
Mercer Global Advisors
121
Mercer Global Advisors
Colorado
$14.8M +$181K +2,233 +1%
WT
122
Whittier Trust
California
$14.6M +$167K +2,061 +1%
CAM
123
Cresset Asset Management
Illinois
$14.4M +$2.15M +26,568 +18%
BA
124
Bristlecone Advisors
Washington
$14.2M +$10.2K +126 +0.1%
AWE
125
Avidian Wealth Enterprises
Texas
$14.2M +$186K +2,296 +1%
3 4
5
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