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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
18.58%
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
1
Jones Financial Companies
Missouri
$3.78B
2
UBS Group
2
UBS Group
Switzerland
$540M
3
Bank of America
3
Bank of America
North Carolina
$5.22B
4
LLWM
4
Life Line Wealth Management
California
$34.7M
5
PCP
5
Proficio Capital Partners
Massachusetts
$32.9M

Top Sellers

1
PFM
1
Premier Fund Managers
United Kingdom
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$222M
3
Natixis Advisors
3
Natixis Advisors
Massachusetts
$83.2M
4
LPL Financial
4
LPL Financial
California
$230M
5
AssetMark Inc
5
AssetMark Inc
California
$170K
Name Holding Trade Value Shares
Change 		Shares
Change %
BF
126
BOK Financial
Oklahoma
$15.2M +$52.3K +599 +0.3%
CANC
127
Culbertson A N & Co
Virginia
$15.1M -$92.6K -1,051 -0.6%
PFM
128
Patton Fund Management
Texas
$14.7M -$196K -2,224 -1%
SFP
129
Strategic Financial Partners
Oregon
$14.5M +$1.18M +13,444 +9%
CFO
130
Callan Family Office
Pennsylvania
$14.3M +$105K +1,193 +0.7%
FTWA
131
Fifth Third Wealth Advisors
Ohio
$14.1M +$2.17M +24,615 +18%
Kayne Anderson Rudnick Investment Management
132
Kayne Anderson Rudnick Investment Management
California
$14M -$9.41M -106,753 -40%
CWM
133
CCG Wealth Management
California
$13.9M +$833K +9,452 +6%
KAS
134
Kestra Advisory Services
Texas
$13.8M -$1.75M -19,837 -11%
SC
135
Steph & Co
Wisconsin
$13.7M +$95.5K +1,084 +0.7%
BFS
136
Bradley Foster & Sargent
Connecticut
$13.7M -$50.9K -578 -0.4%
LWM
137
LJI Wealth Management
Indiana
$13.6M +$791K +8,973 +6%
FCBT
138
First Citizens Bank & Trust
North Carolina
$13.5M -$1.89M -21,406 -12%
FCP
139
Fidelis Capital Partners
Florida
$13.2M +$2.27M +25,643 +21%
BIM
140
Bridges Investment Management
Nebraska
$13.2M -$3.53K -40 -0%
PWP
141
PrairieView Wealth Partners
Illinois
$13M -$1.97M -22,334 -13%
WTB
142
Washington Trust Bank
Washington
$12.8M -$101K -1,150 -0.8%
MNBTD
143
Moody National Bank Trust Division
Texas
$12.8M -$31.4K -356 -0.2%
CI
144
Conning Inc
Connecticut
$12.6M – – –
William Blair & Company
145
William Blair & Company
Illinois
$12.3M +$348K +3,947 +3%
B
146
Bailard
California
$12.3M +$84.9K +963 +0.7%
AllianceBernstein
147
AllianceBernstein
Tennessee
$12.3M +$553K +6,269 +5%
Lido Advisors
148
Lido Advisors
California
$12.1M -$894K -10,139 -7%
GLA
149
Great Lakes Advisors
Illinois
$11.9M +$189K +2,143 +2%
FF
150
Fox Financial
Pennsylvania
$11.9M +$133K +1,513 +1%
4 5
6
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