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iShares Russell Mid-Cap ETF
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Overview Fund Activity

1,234 hedge funds and large institutions have $27.4B invested in iShares Russell Mid-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 417 increasing their positions, 414 reducing their positions, and 79 closing their positions.

Holders
1,234
Holders Change
-15
Holders Change %
-1.2%
% of All Funds
17.95%
Holding in Top 10
65
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.56%
% of All Funds
0.95%
New
80
Increased
417
Reduced
414
Closed
79
Calls
$6.97M
Puts
$1.14M
Net Calls
+$5.83M
Net Calls Change
-$5.6M

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$3.35B
2
Natixis Advisors
2
Natixis Advisors
Massachusetts
$135M
3
PFM
3
Premier Fund Managers
United Kingdom
$97.2M
4
CA
4
Clearstead Advisors
Ohio
$63.3M
5
AssetMark Inc
5
AssetMark Inc
California
$39.4M

Top Sellers

1
Citigroup
1
Citigroup
New York
$12M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$597M
3
Wells Fargo
3
Wells Fargo
California
$2.71B
4
HNB
4
Huntington National Bank
Ohio
$42M
5
TIAA Trust, National Association
5
TIAA Trust, National Association
North Carolina
$365M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCBT
126
First Citizens Bank & Trust
North Carolina
$14.2M -$396K -4,878 -3%
WC
127
Woodstock Corp
Massachusetts
$14.2M -$788K -9,720 -5%
BF
128
BOK Financial
Oklahoma
$14.1M +$120K +1,478 +0.9%
CANC
129
Culbertson A N & Co
Virginia
$14M -$221K -2,725 -2%
PWP
130
PrairieView Wealth Partners
Illinois
$13.8M +$10.7M +131,736 +348%
PFM
131
Patton Fund Management
Texas
$13.7M -$323K -3,989 -2%
CFO
132
Callan Family Office
Pennsylvania
$13.1M +$195K +2,400 +2%
KAS
133
Kestra Advisory Services
Texas
$12.7M +$903K +12,578 +8%
BFS
134
Bradley Foster & Sargent
Connecticut
$12.6M -$296K -3,645 -2%
WANY
135
Wealthspire Advisors (New York)
New York
$12.6M +$1.1M +13,609 +10%
SC
136
Steph & Co
Wisconsin
$12.5M -$103K -1,276 -0.8%
SFP
137
Strategic Financial Partners
Oregon
$12.2M -$1.13M -13,903 -8%
BIM
138
Bridges Investment Management
Nebraska
$12.1M +$8.35M +103,008 +222%
Citigroup
139
Citigroup
New York
$12M -$48.5M -598,333 -80%
CWM
140
CCG Wealth Management
California
$12M -$347K -4,279 -3%
Lido Advisors
141
Lido Advisors
California
$11.9M +$979K +12,080 +9%
WTB
142
Washington Trust Bank
Washington
$11.9M – – –
LWM
143
LJI Wealth Management
Indiana
$11.8M +$322K +3,972 +3%
MNBTD
144
Moody National Bank Trust Division
Texas
$11.8M +$2.54M +31,305 +28%
CI
145
Conning Inc
Connecticut
$11.6M -$981K -12,102 -8%
B
146
Bailard
California
$11.3M +$113K +1,391 +1%
ONB
147
Old National Bancorp
Indiana
$11.2M -$349K -4,309 -3%
CCM
148
Copeland Capital Management
Pennsylvania
$11.2M +$3.01M +37,154 +37%
William Blair & Company
149
William Blair & Company
Illinois
$11M -$12.6K -155 -0.1%
FTWA
150
Fifth Third Wealth Advisors
Ohio
$11M +$1.9M +23,438 +21%
4 5
6
7 8