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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 %
TSS
1251
Two Sigma Securities
New York
– -$514K -6,110 Closed
CB
1252
Cadence Bank
Mississippi
– -$482K -5,733 Closed
AO
1253
Advisor OS
Illinois
– -$457K -5,440 Closed
CWM
1254
Campbell Wealth Management
Virginia
– -$440K -5,237 Closed
TI
1255
Trexquant Investment
Connecticut
– -$412K -4,900 Closed
SFMG
1256
Sage Financial Management Group
Virginia
– -$407K -4,843 Closed
JWM
1257
JGP Wealth Management
Oregon
– -$332K -3,951 Closed
TCWM
1258
Total Clarity Wealth Management
Illinois
– -$329K -3,914 Closed
GSIS
1259
Global Strategic Investment Solutions
Arizona
– -$313K -3,728 Closed
PIM
1260
Penobscot Investment Management
Massachusetts
– -$309K -3,678 Closed
LWMNY
1261
Landmark Wealth Management (New York)
New York
– -$308K -3,660 Closed
GWMR
1262
GC Wealth Management RIA
Massachusetts
– -$303K -3,600 Closed
AWC
1263
Abundance Wealth Counselors
Pennsylvania
– -$303K -3,598 Closed
MGWM
1264
Marks Group Wealth Management
Minnesota
– -$296K -3,518 Closed
PBF
1265
Petix & Botte Financial
California
– -$295K -3,514 Closed
VAS
1266
Vestmark Advisory Solutions
Massachusetts
– -$288K -3,419 Closed
BCM
1267
Brookstone Capital Management
Illinois
– -$259K -3,077 Closed
ODIJL
1268
One Day In July LLC
Vermont
– -$253K -3,008 Closed
EFN
1269
Equita Financial Network
Pennsylvania
– -$250K -2,975 Closed
MWM
1270
Marion Wealth Management
Pennsylvania
– -$231K -2,750 Closed
SFS
1271
Security Financial Services
Indiana
– -$224K -2,658 Closed
SWP
1272
Strategic Wealth Partners
Ohio
– -$220K -2,615 Closed
SFG
1273
Sather Financial Group
Texas
– -$218K -2,598 Closed
SAW
1274
Signal Advisors Wealth
Michigan
– -$214K -2,545 Closed
ACM
1275
AUA Capital Management
Pennsylvania
– -$212K -2,519 Closed
49 50
51
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