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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 %
EAM
1276
Eagle Asset Management
Florida
– – -4,920 Closed
IWA
1277
Invera Wealth Advisors
Oregon
– – -4,745 Closed
LCOV
1278
London Company of Virginia
Virginia
– – -4,606 Closed
APW
1279
Aurora Private Wealth
New Jersey
– – -3,923 Closed
WCM
1280
Winthrop Capital Management
Indiana
– – -3,776 Closed
SGI
1281
Summit Global Investments
Utah
– – -3,535 Closed
OFS
1282
Orrstown Financial Services
Pennsylvania
– – -3,510 Closed
MAM
1283
Madison Asset Management
Wisconsin
– – -3,162 Closed
CIAS
1284
CBIZ Investment Advisory Services
Ohio
– – -3,094 Closed
SFS
1285
Sharp Financial Services
Pennsylvania
– – -3,090 Closed
AWA
1286
Arete Wealth Advisors
Illinois
– – -3,005 Closed
MBTD
1287
Mechanics Bank - Trust Department
California
– – -2,870 Closed
ACI
1288
Alpha Cubed Investments
California
– – -2,797 Closed
CPRC
1289
Consolidated Portfolio Review Corp
New York
– – -2,715 Closed
SWA
1290
Strategies Wealth Advisors
Michigan
– – -2,595 Closed
RA
1291
Rodgers & Associates
Pennsylvania
– – -2,591 Closed
Fuller & Thaler Asset Management
1292
Fuller & Thaler Asset Management
California
– – -2,255 Closed
MSS
1293
Mitchell Sinkler & Starr
Pennsylvania
– – -984 Closed
GWMIA
1294
Global Wealth Management Investment Advisory
Florida
– – -930 Closed
DAC
1295
Dividend Assets Capital
South Carolina
– – -900 Closed
FA
1296
Faithward Advisors
Pennsylvania
– – -838 Closed
BWM
1297
BKM Wealth Management
Wisconsin
– – -635 Closed
RIM
1298
Rockbridge Investment Management
New York
– – -632 Closed
FWM
1299
Focused Wealth Management
New York
– – -614 Closed
NMG
1300
New Millennium Group
Utah
– – -568 Closed
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