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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 %
APC
1251
Aspire Private Capital
North Carolina
$757 9 -341 -97%
PLU
1252
Performa Ltd (US)
South Carolina
$84 1 – –
KOC
1253
Koss-Olinger Consulting
Florida
– – -201,759 Closed
ACM
1254
Argent Capital Management
Missouri
– – -72,578 Closed
VIA
1255
Vantagepoint Investment Advisers
District of Columbia
– – -66,200 Closed
OPS
1256
Orion Portfolio Solutions
Nebraska
– – -61,277 Closed
BCI
1257
Brinker Capital Investments
Pennsylvania
– – -61,277 Closed
Select Equity Group
1258
Select Equity Group
New York
– – -55,885 Closed
IAM
1259
Iridian Asset Management
Connecticut
– – -53,656 Closed
GBWM
1260
Granite Bay Wealth Management
New Hampshire
– – -50,841 Closed
CCM
1261
Condor Capital Management
New Jersey
– – -30,815 Closed
SSWM
1262
Smith Salley Wealth Management
North Carolina
– – -26,497 Closed
CWM
1263
Curi Wealth Management
North Carolina
– – -16,978 Closed
BMCM
1264
Burns Matteson Capital Management
New York
– – -14,463 Closed
FTUS
1265
Flow Traders U.S.
New York
– – -14,244 Closed
TCM
1266
Twele Capital Management
Minnesota
– – -14,203 Closed
WWA
1267
WCG Wealth Advisors
Nevada
– – -12,807 Closed
MHS
1268
M Holdings Securities
Oregon
– – -10,514 Closed
OWA
1269
Opal Wealth Advisors
New York
– – -9,660 Closed
GCIM
1270
Gunn & Company Investment Management
Florida
– – -9,630 Closed
GFWA
1271
Grey Fox Wealth Advisors
Delaware
– – -9,275 Closed
CWA
1272
Canvas Wealth Advisors
Kansas
– – -7,333 Closed
SAS
1273
SMI Advisory Services
Indiana
– – -7,106 Closed
SMH
1274
Sanders Morris Harris
Texas
– – -5,784 Closed
DA
1275
Dash Acquisitions
California
– – -4,952 Closed
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