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iShares Russell Mid-Cap ETF
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Overview Fund Activity

1,398 hedge funds and large institutions have $31.8B invested in iShares Russell Mid-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 194 funds opening new positions, 470 increasing their positions, 399 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,398
Holders Change
+114
Holders Change %
+8.88%
% of All Funds
18.61%
Holding in Top 10
64
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.88%
% of All Funds
0.85%
New
194
Increased
470
Reduced
399
Closed
55
Calls
$12.3M
Puts
$354K
Net Calls
+$12M
Net Calls Change
+$6.42M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$1.7B
2
Bank of America
Bank of America
North Carolina
+$208M
3
Wells Fargo
Wells Fargo
California
+$79.1M
4
Lido Advisors
Lido Advisors
California
+$68.1M
5
Morgan Stanley
Morgan Stanley
New York
+$44.1M

Top Sellers

1
US Bancorp
US Bancorp
Minnesota
-$194M
2
UBS Group
UBS Group
Switzerland
-$66.7M
3
HNB
Huntington National Bank
Ohio
-$45.9M
4
GC
Gilbert & Cook
Iowa
-$43.7M
5
IAIM
International Assets Investment Management
Florida
-$41.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAI
1276
Pittenger & Anderson Inc
Nebraska
$67.7K – – –
MAS
1277
MPWM Advisory Solutions
Georgia
$67.7K +$67.7K +766 New
CTC
1278
Cetera Trust Company
Minnesota
$66.3K – – –
BC
1279
Barrett & Company
Rhode Island
$66.2K – – –
RPA
1280
Redwood Park Advisors
California
$64.4K +$64.4K +729 New
AFM
1281
Aspetuck Financial Management
Connecticut
$62.4K +$62.4K +706 New
ACA
1282
American Capital Advisory
Idaho
$59.7K – – –
TFA
1283
Transamerica Financial Advisors
Florida
$59K -$2.68K -30 -4%
RWM
1284
Rialto Wealth Management
New York
$59K +$59K +667 New
OP
1285
ORG Partners
Indiana
$57.9K – – –
GWSG
1286
GPS Wealth Strategies Group
Colorado
$56.5K – – –
CFO
1287
Colony Family Offices
North Carolina
$56.4K – – –
WWA
1288
Wingate Wealth Advisors
Massachusetts
$55K +$55K +622 New
FCAS
1289
First Command Advisory Services
Texas
$54.7K – – –
MFA
1290
Morling Financial Advisors
California
$54.1K – – –
OC
1291
Oarsman Capital
Wisconsin
$54K – – –
CWP
1292
Concord Wealth Partners
Virginia
$53.9K +$53.9K +610 New
FAI
1293
Fiduciary Advisors Inc
Missouri
$53.9K +$53.9K +609 New
CWM
1294
Copia Wealth Management
Oregon
$51.3K +$51.3K +580 New
AIC
1295
Archer Investment Corporation
Indiana
$50.5K – – –
RCM
1296
Raleigh Capital Management
North Carolina
$47.2K +$10.4K +117 +28%
SFG
1297
Stonebridge Financial Group
Pennsylvania
$47.2K +$47.2K +534 New
RIA
1298
Realta Investment Advisors
Delaware
$46.4K – – –
PWMG
1299
Private Wealth Management Group
New Jersey
$45.8K – – –
FGC
1300
Financial Gravity Companies
Texas
$45.2K +$15.9K +180 +54%
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52
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