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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 %
GSEP
1301
Golden State Equity Partners
California
– -$690K -8,507 Closed
HF
1302
HRT Financial
New York
– -$544K -6,717 Closed
HFBOT
1303
Home Federal Bank of Tennessee
Tennessee
– -$535K -6,600 Closed
E3F
1304
Eight 31 Financial
Texas
– -$491K -6,061 Closed
AFP
1305
Alpha Financial Partners
Kentucky
– -$481K -5,931 Closed
SFS
1306
Stiles Financial Services
Minnesota
– -$348K -4,286 Closed
S
1307
Sunpointe
Missouri
– -$336K -4,148 Closed
Fisher Asset Management
1308
Fisher Asset Management
Washington
– -$328K -4,044 Closed
BCM
1309
Beaumont Capital Management
Massachusetts
– -$289K -3,567 Closed
PIFP
1310
Partners in Financial Planning
Virginia
– -$288K -3,554 Closed
HIM
1311
Hanlon Investment Management
New Jersey
– -$275K -3,387 Closed
FIC
1312
Family Investment Center
Missouri
– -$243K -2,992 Closed
NC
1313
NBW Capital
Massachusetts
– -$217K -2,671 Closed
DAS
1314
Diversify Advisory Services
Utah
– -$215K -2,663 Closed
FHC
1315
First Heartland Consultants
Missouri
– -$213 -2,626 Closed
ACM
1316
Argent Capital Management
Missouri
– -$212K -2,610 Closed
IA
1317
IFG Advisory
Georgia
– -$212K -2,609 Closed
PCS
1318
Personal CFO Solutions
New Jersey
– -$202K -2,486 Closed
CVA
1319
Central Valley Advisors
California
– -$244K -1,400 Closed
CYG
1320
Clean Yield Group
Vermont
– -$72.7K -897 Closed
CC
1321
Cultivar Capital
Texas
– -$40.5K -500 Closed
AWM
1322
Activest Wealth Management
Florida
– -$35.4K -436 Closed
NFSG
1323
Newbridge Financial Services Group
Florida
– -$33.7K -416 Closed
SVCP
1324
Silicon Valley Capital Partners
California
– -$27.3K -337 Closed
RWMG
1325
Redwood Wealth Management Group
New Jersey
– -$24.3K -300 Closed
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