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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 %
EH
176
Equitable Holdings
New York
$8.51M 101,255 -2,203 -2%
CCM
177
Copeland Capital Management
Pennsylvania
$8.5M 101,081 +14,479 +17%
MWA
178
Moser Wealth Advisors
Washington
$8.46M 100,557 -4,380 -4%
TCB
179
Texas Capital Bancshares
Texas
$8.22M 97,732 -94,461 -49%
BRWA
180
B. Riley Wealth Advisors
Florida
$8.21M 118,009 +38,020 +48%
Citadel Advisors
181
Citadel Advisors
Florida
$8.13M 96,625 +34,734 +56%
GLA
182
Great Lakes Advisors
Illinois
$8.09M 96,260 -72,226 -43%
ATC
183
Argent Trust Co
Tennessee
$7.98M 94,847 +30,845 +48%
SDWMA
184
Schneider Downs Wealth Management Advisors
Pennsylvania
$7.97M 94,798 -7,302 -7%
FB
185
Fulton Bank
Pennsylvania
$7.94M 94,444 -3,016 -3%
LPAM
186
Lodestar Private Asset Management
California
$7.93M 94,342 -2,343 -2%
FSC
187
Full Sail Capital
Oklahoma
$7.91M 94,008 -198 -0.2%
Charles Schwab
188
Charles Schwab
California
$7.87M 93,627 -42,536 -31%
DT
189
Diversified Trust
Tennessee
$7.76M 92,246 +3,643 +4%
SQA
190
Simon Quick Advisors
New Jersey
$7.66M 91,099 +2,989 +3%
AFG
191
ABLE Financial Group
Arizona
$7.63M 90,777 -1,757 -2%
FMC
192
First Merchants Corp
Indiana
$7.48M 89,010 -3,289 -4%
CP
193
Canopy Partners
Ohio
$7.47M 88,851 +16,872 +23%
EW
194
Evoke Wealth
California
$7.45M 88,631 +82,231 +1,285%
SWM
195
Shelton Wealth Management
Texas
$7.44M 88,427 -13,885 -14%
FWM
196
FFT Wealth Management
Pennsylvania
$7.42M 88,277 – –
WC
197
Waterloo Capital
Texas
$7.3M 86,828 +37,481 +76%
RPC
198
Rossmore Private Capital
Connecticut
$7.24M 86,150 -509 -0.6%
NP
199
NorthRock Partners
Minnesota
$7.22M 85,807 -30,285 -26%
FAM
200
Forte Asset Management
New York
$7.19M 85,527 -886 -1%
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