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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
18.58%
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
1
Jones Financial Companies
Missouri
$3.78B
2
UBS Group
2
UBS Group
Switzerland
$540M
3
Bank of America
3
Bank of America
North Carolina
$5.22B
4
LLWM
4
Life Line Wealth Management
California
$34.7M
5
PCP
5
Proficio Capital Partners
Massachusetts
$32.9M

Top Sellers

1
PFM
1
Premier Fund Managers
United Kingdom
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$222M
3
Natixis Advisors
3
Natixis Advisors
Massachusetts
$83.2M
4
LPL Financial
4
LPL Financial
California
$230M
5
AssetMark Inc
5
AssetMark Inc
California
$170K
Name Holding Trade Value Shares
Change 		Shares
Change %
FFN
101
Focus Financial Network
Minnesota
$21.5M -$269K -3,050 -1%
RFC
102
Regions Financial Corp
Alabama
$21.3M +$655K +7,431 +3%
SWP
103
Stratos Wealth Partners
Ohio
$21.1M -$391K -4,436 -2%
SA
104
Sanctuary Advisors
Indiana
$21.1M +$915K +9,678 +5%
Stifel Financial
105
Stifel Financial
Missouri
$20.8M +$509K +5,777 +3%
GIA
106
Goodwin Investment Advisory
Georgia
$20.5M +$708K +8,030 +4%
MIM
107
Miller Investment Management
Pennsylvania
$20.4M -$735K -8,337 -3%
LA
108
Legacy Advisors
Pennsylvania
$20.4M -$223K -2,525 -1%
WTC
109
WhitTier Trust Company
Nevada
$19.6M +$1.28M +14,540 +7%
Bank of Nova Scotia
110
Bank of Nova Scotia
Ontario, Canada
$18.7M -$67.3K -763 -0.4%
KOC
111
Koss-Olinger Consulting
Florida
$17.4M -$162K -1,833 -0.9%
BNP Paribas Financial Markets
112
BNP Paribas Financial Markets
France
$17.3M -$9.96K -113 -0.1%
BCWM
113
Bartlett & Co Wealth Management
Ohio
$17.1M +$276K +3,137 +2%
Mercer Global Advisors
114
Mercer Global Advisors
Colorado
$16.6M +$597K +6,820 +4%
CAM
115
Cresset Asset Management
Illinois
$16.6M +$984K +11,162 +6%
BGDI
116
BW Gestao de Investimentos
Brazil
$16.6M +$16.6M +188,660 New
SCG
117
Sonata Capital Group
Washington
$16.5M +$84.2K +955 +0.5%
WT
118
Whittier Trust
California
$16.4M +$515K +5,841 +3%
AWM
119
AE Wealth Management
Kansas
$16.2M -$27.9M -317,045 -63%
NA
120
NewEdge Advisors
Louisiana
$16.2M -$988K -11,213 -6%
BA
121
Bristlecone Advisors
Washington
$15.7M +$238K +2,703 +2%
AWE
122
Avidian Wealth Enterprises
Texas
$15.6M +$175K +1,983 +1%
PAG
123
Private Advisor Group
New Jersey
$15.5M -$1.23M -13,899 -7%
WANY
124
Wealthspire Advisors (New York)
New York
$15.4M +$1.73M +19,675 +13%
WC
125
Woodstock Corp
Massachusetts
$15.3M -$92.5K -1,050 -0.6%
3 4
5
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