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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 %
WS
1276
Wedbush Securities
California
– -$211K -2,512 Closed
MFG
1277
Monte Financial Group
Connecticut
– -$210K -2,500 Closed
MSFS
1278
Main Street Financial Solutions
Pennsylvania
– -$209K -2,488 Closed
ML
1279
McAdam LLC
Pennsylvania
– -$208K -2,469 Closed
WJA
1280
Willis Johnson & Associates
Texas
– -$207K -2,462 Closed
KWS
1281
Keystone Wealth Services
California
– -$207K -2,456 Closed
MPW
1282
Monterey Private Wealth
California
– -$206K -2,452 Closed
CA
1283
Claro Advisors
Massachusetts
– -$205K -2,440 Closed
1CP
1284
17 Capital Partners
Arizona
– -$205K -2,440 Closed
CAG
1285
Crestwood Advisors Group
Massachusetts
– -$204K -2,425 Closed
FTDI
1286
First Trust Direct Indexing
Massachusetts
– -$203K -2,416 Closed
AHB
1287
Abner Herrman & Brock
New Jersey
– -$203K -2,409 Closed
OBWP
1288
O'Brien Wealth Partners
Massachusetts
– -$202K -2,406 Closed
FFG
1289
Frisch Financial Group
New York
– -$202K -2,399 Closed
MPI
1290
Mairs & Power Inc
Minnesota
– -$201K -2,385 Closed
BL
1291
Balentine LLC
Georgia
– -$163K -1,933 Closed
CPG
1292
Cornerstone Planning Group
New Jersey
– -$134K -1,653 Closed
MAWCM
1293
Mine & Arao Wealth Creation & Management
California
– -$124K -1,472 Closed
GC
1294
Garde Capital
Washington
– -$106K -1,266 Closed
MA
1295
Marquette Associates
Illinois
– -$106K -1,256 Closed
HT
1296
Headlands Technologies
Illinois
– -$87.1K -1,036 Closed
WIC
1297
Woodmont Investment Counsel
Tennessee
– -$78K -928 Closed
BL
1298
BFSG LLC
California
– -$59.4K -706 Closed
BHWM
1299
Beaird Harris Wealth Management
Texas
– -$39.6K -471 Closed
IGWM
1300
ICA Group Wealth Management
Colorado
– -$34.3K -408 Closed
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