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iShares Russell Mid-Cap ETF
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Overview Fund Activity

1,284 hedge funds and large institutions have $29.7B invested in iShares Russell Mid-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 401 increasing their positions, 417 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,284
Holders Change
+50
Holders Change %
+4.05%
% of All Funds
18.57%
Holding in Top 10
68
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.62%
% of All Funds
0.98%
New
111
Increased
401
Reduced
417
Closed
46
Calls
$7.9M
Puts
$2.34M
Net Calls
+$5.56M
Net Calls Change
-$269K

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$3.78B
2
UBS Group
UBS Group
Switzerland
$540M
3
Bank of America
Bank of America
North Carolina
$5.22B
4
LLWM
Life Line Wealth Management
California
$34.7M
5
PCP
Proficio Capital Partners
Massachusetts
$32.9M

Top Sellers

1
PFM
Premier Fund Managers
United Kingdom
$0
2
Goldman Sachs
Goldman Sachs
New York
$222M
3
Natixis Advisors
Natixis Advisors
Massachusetts
$83.2M
4
LPL Financial
LPL Financial
California
$230M
5
AssetMark Inc
AssetMark Inc
California
$170K
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
1276
Northwest Capital Management
Oregon
$3K – – –
MHR
1277
Matthew Hamilton Rosenberg
$2.29K +$2.29K +26 New
CJ
1278
Caitlin John
Michigan
$1.85K -$3.33K -36 -64%
EBA
1279
Eagle Bay Advisors
New York
$1.23K -$705 -8 -36%
WAS
1280
Winch Advisory Services
Wisconsin
$1.15K +$1.15K +13 New
AW
1281
Avion Wealth
Texas
$1K +$1K +22 New
EFP
1282
EnRich Financial Partners
Wisconsin
$881 – – –
CAM
1283
Creekmur Asset Management
Illinois
$793 – – –
SFC
1284
SYM Financial Corp
Indiana
$453 – – –
MFA
1285
McClarren Financial Advisors
Pennsylvania
$336 -$283 -74 -46%
GM
1286
GeoWealth Management
Illinois
$264 +$264 +3 New
PLU
1287
Performa Ltd (US)
South Carolina
$88 – – –
CMP
1288
Coston McIsaac & Partners
Maine
$44 – – –
PFM
1289
Premier Fund Managers
United Kingdom
– -$97.2M -1,200,000 Closed
SV
1290
Starboard Value
New York
– -$24.3M -300,000 Closed
CCM
1291
Copeland Capital Management
Pennsylvania
– -$11.2M -138,235 Closed
AC
1292
Allstate Corporation
Illinois
– -$4.12M -50,867 Closed
GCIM
1293
Gunn & Company Investment Management
Florida
– -$3.96M -48,817 Closed
Charles Schwab
1294
Charles Schwab
California
– -$3.67M -45,253 Closed
KF
1295
KKM Financial
Illinois
– -$2.23M -28,650 Closed
Ohio Public Employees Retirement System (OPERS)
1296
Ohio Public Employees Retirement System (OPERS)
Ohio
– -$1.2M -14,784 Closed
CAG
1297
Csenge Advisory Group
Florida
– -$1.08M -13,376 Closed
SW
1298
SVB Wealth
Massachusetts
– -$1.02M -12,539 Closed
ARC
1299
Advisor Resource Council
Texas
– -$913K -11,258 Closed
MOACM
1300
Mutual of America Capital Management
New York
– -$733K -9,035 Closed
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