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iShares Russell Mid-Cap ETF
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Overview Fund Activity

1,249 hedge funds and large institutions have $27.1B invested in iShares Russell Mid-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 380 increasing their positions, 473 reducing their positions, and 61 closing their positions.

Holders
1,249
Holders Change
+6
Holders Change %
+0.48%
% of All Funds
18.11%
Holding in Top 10
64
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.93%
New
86
Increased
380
Reduced
473
Closed
61
Calls
$12.4M
Puts
$976K
Net Calls
+$11.4M
Net Calls Change
-$2.65M

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$2.07B
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$100M
3
Mariner
3
Mariner
Kansas
$124M
4
Citigroup
4
Citigroup
New York
$62.8M
5
SNB
5
Security National Bank
Nebraska
$28.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$631M
2
FMI
2
Factory Mutual Insurance
Massachusetts
$88.2M
3
Bank of America
3
Bank of America
North Carolina
$4.92B
4
TIAA Trust, National Association
4
TIAA Trust, National Association
North Carolina
$420M
5
Wells Fargo
5
Wells Fargo
California
$2.86B
Name Market Value Shares Shares
Change 		Shares
Change %
BA
126
Bristlecone Advisors
Washington
$14.7M 174,938 +2,291 +1%
PFM
127
Patton Fund Management
Texas
$14.5M 172,829 -2,289 -1%
AWE
128
Avidian Wealth Enterprises
Texas
$14.5M 172,348 +40,625 +31%
BF
129
BOK Financial
Oklahoma
$14.4M 172,681 -71,513 -29%
SFP
130
Strategic Financial Partners
Oregon
$13.9M 164,803 -12,536 -7%
KAS
131
Kestra Advisory Services
Texas
$13.8M 163,749 -164,265 -50%
BFS
132
Bradley Foster & Sargent
Connecticut
$13.4M 159,317 -1,829 -1%
CFO
133
Callan Family Office
Pennsylvania
$13.4M 159,210 +7,900 +5%
SC
134
Steph & Co
Wisconsin
$13.1M 155,900 +1,133 +0.7%
CI
135
Conning Inc
Connecticut
$13M 155,137 -35,265 -19%
CWM
136
CCG Wealth Management
California
$12.8M 152,065 +10,388 +7%
CAM
137
Cresset Asset Management
Illinois
$12.7M 150,957 +20,486 +16%
VOYA Investment Management
138
VOYA Investment Management
Georgia
$12.7M 150,591 +2,886 +2%
Kayne Anderson Rudnick Investment Management
139
Kayne Anderson Rudnick Investment Management
California
$12.4M 147,659 -29,952 -17%
WTB
140
Washington Trust Bank
Washington
$12.3M 146,515 +1,754 +1%
ONB
141
Old National Bancorp
Indiana
$12M 142,916 -5,213 -4%
LWM
142
LJI Wealth Management
Indiana
$11.9M 141,547 +6,910 +5%
WANY
143
Wealthspire Advisors (New York)
New York
$11.9M 141,201 +2,813 +2%
B
144
Bailard
California
$11.6M 137,610 +9 +0%
William Blair & Company
145
William Blair & Company
Illinois
$11.5M 136,204 -7,782 -5%
BSW
146
Buckingham Strategic Wealth
Missouri
$11.4M 135,901 -1,899 -1%
Lido Advisors
147
Lido Advisors
California
$11.4M 135,055 +8,430 +7%
FF
148
Fox Financial
Pennsylvania
$11.3M 133,968 -1,037 -0.8%
AllianceBernstein
149
AllianceBernstein
Tennessee
$11M 130,364 +3,209 +3%
PG
150
Proffitt & Goodson
Tennessee
$10.7M 126,712 -2,997 -2%
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