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iShares Russell Mid-Cap ETF
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Overview Fund Activity

1,397 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, 398 reducing their positions, and 55 closing their positions.

Holders
1,397
Holders Change
+113
Holders Change %
+8.8%
% of All Funds
18.6%
Holding in Top 10
63
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.35%
% of All Funds
0.84%
New
194
Increased
470
Reduced
398
Closed
55
Calls
$12.3M
Puts
$354K
Net Calls
+$12M
Net Calls Change
+$6.42M

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$5.5B
2
Bank of America
2
Bank of America
North Carolina
$5.45B
3
Wells Fargo
3
Wells Fargo
California
$3.02B
4
Lido Advisors
4
Lido Advisors
California
$80.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$705M

Top Sellers

1
US Bancorp
1
US Bancorp
Minnesota
$1.67B
2
UBS Group
2
UBS Group
Switzerland
$475M
3
HNB
3
Huntington National Bank
Ohio
$47.7M
4
GC
4
Gilbert & Cook
Iowa
$40.7M
5
IAIM
5
International Assets Investment Management
Florida
$797K
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
1401
Ruedi Wealth Management
Illinois
$442 +$442 +5 New
PLU
1402
Performa Ltd (US)
South Carolina
$88 – – –
PCP
1403
Proficio Capital Partners
Massachusetts
– -$32.9M -373,107 Closed
BGDI
1404
BW Gestao de Investimentos
Brazil
– -$16.6M -188,660 Closed
FTUS
1405
Flow Traders U.S.
New York
– -$3.93M -44,567 Closed
Prudential Financial
1406
Prudential Financial
New Jersey
– -$3.14M -35,665 Closed
EI
1407
Ellevest Inc
New York
– -$2.5M -28,386 Closed
KAH
1408
Kathryn A. Hall
– -$2.34M -26,520 Closed
Susquehanna International Group
1409
Susquehanna International Group
Pennsylvania
– -$1.81M -20,582 Closed
SFG
1410
Sterling Financial Group
California
– -$1.55M -17,606 Closed
CSPIA
1411
Cary Street Partners Investment Advisory
Virginia
– -$1.35M -15,278 Closed
CRWM
1412
Castle Rock Wealth Management
California
– -$1.14M -12,985 Closed
FI
1413
Financial Insights
Washington
– -$1.1M -12,499 Closed
State Street
1414
State Street
Massachusetts
– -$1.08M -12,200 Closed
AWM
1415
Axxcess Wealth Management
California
– -$1.07M -12,090 Closed
CA
1416
Cullinan Associates
Kentucky
– -$1.04M -11,600 Closed
GS
1417
GTS Securities
New York
– -$1.01M -11,513 Closed
Tudor Investment Corp
1418
Tudor Investment Corp
Connecticut
– -$766K -8,696 Closed
ATS
1419
Ashton Thomas Securities
New York
– -$761K -8,638 Closed
PGIM
1420
Pacific Global Investment Management
California
– -$761K -8,633 Closed
OCM
1421
Objective Capital Management
Ohio
– -$651K -7,387 Closed
M1FG
1422
Mach-1 Financial Group
Arkansas
– -$481K -5,458 Closed
OMC
1423
Old Mission Capital
Illinois
– -$474K -5,378 Closed
STA
1424
Summit Trail Advisors
New York
– -$456K -5,174 Closed
D
1425
Dentgroup
Louisiana
– -$356K -4,038 Closed
55 56
57
58 59