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iShares Russell Mid-Cap ETF
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Overview Fund Activity

1,397 hedge funds and large institutions have $31.8B invested in iShares Russell Mid-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 194 funds opening new positions, 470 increasing their positions, 398 reducing their positions, and 55 closing their positions.

Holders
1,397
Holders Change
+113
Holders Change %
+8.8%
% of All Funds
18.6%
Holding in Top 10
63
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.35%
% of All Funds
0.84%
New
194
Increased
470
Reduced
398
Closed
55
Calls
$12.3M
Puts
$354K
Net Calls
+$12M
Net Calls Change
+$6.42M

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$5.5B
2
Bank of America
2
Bank of America
North Carolina
$5.45B
3
Wells Fargo
3
Wells Fargo
California
$3.02B
4
Lido Advisors
4
Lido Advisors
California
$80.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$705M

Top Sellers

1
US Bancorp
1
US Bancorp
Minnesota
$1.67B
2
UBS Group
2
UBS Group
Switzerland
$475M
3
HNB
3
Huntington National Bank
Ohio
$47.7M
4
GC
4
Gilbert & Cook
Iowa
$40.7M
5
IAIM
5
International Assets Investment Management
Florida
$797K
Name Market Value Shares Shares
Change 		Shares
Change %
FFN
101
Focus Financial Network
Minnesota
$21.8M 246,668 +3,246 +1%
RFC
102
Regions Financial Corp
Alabama
$21.6M 244,092 +2,469 +1%
SWP
103
Stratos Wealth Partners
Ohio
$21.4M 242,046 +2,113 +0.9%
SA
104
Sanctuary Advisors
Indiana
$20.4M 219,460 -3,730 -2%
MIM
105
Miller Investment Management
Pennsylvania
$20.4M 230,405 -1,403 -0.6%
LA
106
Legacy Advisors
Pennsylvania
$20.2M 228,528 -2,389 -1%
BNP Paribas Financial Markets
107
BNP Paribas Financial Markets
France
$20.2M 228,038 +31,260 +16%
BPA
108
Beacon Pointe Advisors
California
$19.6M 221,322 -22,816 -9%
WTC
109
WhitTier Trust Company
Nevada
$19.5M 220,946 -1,293 -0.6%
MAG
110
Members Advisory Group
New York
$18.3M 207,122 +183,080 +762%
Mercer Global Advisors
111
Mercer Global Advisors
Colorado
$17.5M 198,410 +8,460 +4%
BCWM
112
Bartlett & Co Wealth Management
Ohio
$17.5M 197,806 +4,114 +2%
KOC
113
Koss-Olinger Consulting
Florida
$17.3M 195,962 -950 -0.5%
KAS
114
Kestra Advisory Services
Texas
$17.1M 193,240 +36,750 +23%
PA
115
PFW Advisors
Georgia
$17.1M 192,999 +192,999 New
AWM
116
AE Wealth Management
Kansas
$16.8M 190,538 +6,553 +4%
BF
117
BOK Financial
Oklahoma
$16.8M 191,209 +16,451 +9%
VOYA Investment Management
118
VOYA Investment Management
Georgia
$16.8M 189,509 +68,506 +57%
WT
119
Whittier Trust
California
$16.7M 188,444 +2,918 +2%
SCG
120
Sonata Capital Group
Washington
$16.6M 187,831 +378 +0.2%
FTWA
121
Fifth Third Wealth Advisors
Ohio
$16.4M 185,848 +26,125 +16%
WANY
122
Wealthspire Advisors (New York)
New York
$16.1M 182,535 +8,050 +5%
IAA
123
Independent Advisor Alliance
North Carolina
$15.8M 178,791 +178,791 New
BA
124
Bristlecone Advisors
Washington
$15.8M 178,180 +413 +0.2%
PAG
125
Private Advisor Group
New Jersey
$15.7M 177,876 +1,921 +1%
3 4
5
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