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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.

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

Top Sellers

1
Citigroup
Citigroup
New York
$12M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$597M
3
Wells Fargo
Wells Fargo
California
$2.71B
4
HNB
Huntington National Bank
Ohio
$42M
5
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$365M
Name Holding Trade Value Shares
Change 		Shares
Change %
FF
151
Fox Financial
Pennsylvania
$10.8M -$20.2K -249 -0.2%
GLA
152
Great Lakes Advisors
Illinois
$10.8M +$3M +36,990 +38%
AllianceBernstein
153
AllianceBernstein
Tennessee
$10.8M +$197K +2,432 +2%
ATPW
154
Ashton Thomas Private Wealth
Arizona
$10.5M +$255K +3,142 +2%
BSW
155
Buckingham Strategic Wealth
Missouri
$10.5M -$509K -6,272 -5%
PG
156
Proffitt & Goodson
Tennessee
$10.1M -$173K -2,137 -2%
FCP
157
Fidelis Capital Partners
Florida
$9.89M +$1.37M +17,049 +16%
Carson Wealth (CWM LLC)
158
Carson Wealth (CWM LLC)
Nebraska
$9.66M +$195K +2,410 +2%
FHA
159
First Horizon Advisors
Tennessee
$9.6M +$103K +1,276 +1%
FNT
160
First National Trust
Pennsylvania
$9.42M +$160K +1,972 +2%
RJT
161
Raymond James Trust
Florida
$9.1M -$535K -6,593 -6%
MGIA
162
Moneta Group Investment Advisors
Missouri
$9.07M +$82K +1,011 +0.9%
TMWM
163
Taylor & Morgan Wealth Management
Michigan
$8.92M +$302K +3,725 +4%
CAM
164
Campion Asset Management
Virginia
$8.92M -$237K -2,929 -3%
SIG
165
Stonegate Investment Group
Alabama
$8.89M +$111K +1,364 +1%
WB
166
West Bancorporation
Iowa
$8.85M -$546K -6,729 -6%
GT
167
Glenmede Trust
Pennsylvania
$8.81M +$238K +2,940 +3%
CFA
168
Cahill Financial Advisors
Minnesota
$8.68M -$528K -6,512 -6%
UWPG
169
Ullmann Wealth Partners Group
Florida
$8.64M -$66.2K -816 -0.8%
FNFDCM
170
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$8.61M -$13.4K -165 -0.2%
NW
171
NewEdge Wealth
Pennsylvania
$8.59M -$86.2K -1,063 -1%
RSWM
172
Robertson Stephens Wealth Management
California
$8.47M -$6.28M -77,489 -43%
EH
173
Equitable Holdings
New York
$8.37M +$162K +2,000 +2%
HTC
174
Haverford Trust Company
Pennsylvania
$8.3M -$644K -7,938 -7%
TPI
175
Trust Point Inc
Wisconsin
$8.22M -$226K -2,793 -3%
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