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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 %
ATPW
151
Ashton Thomas Private Wealth
Arizona
$11.4M -$93K -1,055 -0.8%
Carson Wealth (CWM LLC)
152
Carson Wealth (CWM LLC)
Nebraska
$11M +$521K +5,914 +5%
PG
153
Proffitt & Goodson
Tennessee
$10.9M -$72.7K -825 -0.7%
ONB
154
Old National Bancorp
Indiana
$10.8M -$1.38M -15,670 -11%
FEG
155
Fund Evaluation Group
Ohio
$10.7M +$10.4M +117,766 +3,199%
VOYA Investment Management
156
VOYA Investment Management
Georgia
$10.7M -$6.76M -76,689 -39%
FHA
157
First Horizon Advisors
Tennessee
$10.5M +$110K +1,243 +1%
MGIA
158
Moneta Group Investment Advisors
Missouri
$10.4M +$499K +5,663 +5%
TRCT
159
Tower Research Capital (TRC)
New York
$10.3M +$9.68M +109,793 +1,628%
FNT
160
First National Trust
Pennsylvania
$10.2M -$14.4K -163 -0.1%
RJT
161
Raymond James Trust
Florida
$10.1M +$232K +2,636 +2%
TMWM
162
Taylor & Morgan Wealth Management
Michigan
$9.82M +$116K +1,315 +1%
RSWM
163
Robertson Stephens Wealth Management
California
$9.76M +$548K +6,212 +6%
TBWA
164
Three Bridge Wealth Advisors
California
$9.62M +$1.62M +18,377 +20%
SIG
165
Stonegate Investment Group
Alabama
$9.54M -$128K -1,451 -1%
CAM
166
Campion Asset Management
Virginia
$9.49M -$204K -2,309 -2%
UW
167
Unique Wealth
Florida
$9.39M +$2.21M +25,117 +31%
FNFDCM
168
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$9.29M -$74.5K -845 -0.8%
WB
169
West Bancorporation
Iowa
$9.27M -$350K -3,969 -4%
UWPG
170
Ullmann Wealth Partners Group
Florida
$9.26M -$139K -1,576 -1%
EH
171
Equitable Holdings
New York
$9.16M +$59K +669 +0.6%
AFG
172
ABLE Financial Group
Arizona
$9.07M +$589K +6,682 +7%
NL
173
NWAM LLC
Washington
$8.97M +$8.97M +101,777 New
BJL
174
Brighton Jones LLC
Washington
$8.84M -$15K -170 -0.2%
GT
175
Glenmede Trust
Pennsylvania
$8.82M -$753K -8,545 -8%
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