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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.

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

Top Sellers

1
Citigroup
Citigroup
New York
$12M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$597M
3
Wells Fargo
Wells Fargo
California
$2.71B
4
HNB
Huntington National Bank
Ohio
$42M
5
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$365M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
1226
BBJS Financial Advisors
Washington
$3.24K – – –
AWM
1227
Abound Wealth Management
Tennessee
$3.16K – – –
NCM
1228
Northwest Capital Management
Oregon
$2.76K -$27.5K -339 -91%
CP
1229
Castleview Partners
Texas
$2.6K +$81 +1 +3%
EBA
1230
Eagle Bay Advisors
New York
$1.78K -$5.35K -66 -75%
KFS
1231
Kelly Financial Services
Massachusetts
$1.46K +$243 +3 +20%
IC
1232
Innealta Capital
Texas
$891 +$891 +11 New
EFP
1233
EnRich Financial Partners
Wisconsin
$811 +$811 +10 New
CAM
1234
Creekmur Asset Management
Illinois
$730 -$2.68K -33 -79%
SFC
1235
SYM Financial Corp
Indiana
$416 -$4.91K -59 -92%
FHC
1236
First Heartland Consultants
Missouri
$213 -$8 -103 -4%
PLU
1237
Performa Ltd (US)
South Carolina
$81 – – –
LNC
1238
Lincoln National Corp
Pennsylvania
– -$6.11M -72,691 Closed
LNWTC
1239
Laird Norton Wetherby Trust Company
Washington
– -$2.51M -29,850 Closed
NL
1240
NWAM LLC
Washington
– -$2.14M -26,218 Closed
MWM
1241
Meridian Wealth Management
Kentucky
– -$1.92M -22,830 Closed
GAA
1242
Global Assets Advisory
Florida
– -$236K -19,715 Closed
Millennium Management
1243
Millennium Management
New York
– -$1.51M -17,904 Closed
HIC
1244
Hartline Investment Corp
Illinois
– -$1.26M -14,969 Closed
PPP
1245
Private Portfolio Partners
New Jersey
– -$1.14M -13,585 Closed
PWP
1246
Perfromance Wealth Partners
Illinois
– -$883K -10,500 Closed
RCM
1247
Radnor Capital Management
Pennsylvania
– -$793K -9,426 Closed
SCA
1248
Stillwater Capital Advisors
Pennsylvania
– -$732K -8,705 Closed
CA
1249
CoreCap Advisors
Michigan
– -$629K -7,480 Closed
ES
1250
Eagle Strategies
New York
– -$607K -7,221 Closed
48 49
50
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