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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 %
9WM
176
9258 Wealth Management
Ohio
$8.8M -$112K -1,274 -1%
TPI
177
Trust Point Inc
Wisconsin
$8.79M -$147K -1,663 -2%
HTC
178
Haverford Trust Company
Pennsylvania
$8.76M -$264K -3,000 -3%
ATC
179
Argent Trust Co
Tennessee
$8.63M +$156K +1,765 +2%
PCIA
180
Prime Capital Investment Advisors
Kansas
$8.59M +$983K +11,154 +13%
HPM
181
Hoxton Planning & Management
West Virginia
$8.45M +$1.9M +21,595 +29%
SWP
182
Summit Wealth Partners
Florida
$8.45M -$458K -5,192 -5%
SQA
183
Simon Quick Advisors
New Jersey
$8.27M +$391K +4,436 +5%
MWA
184
Moser Wealth Advisors
Washington
$8.22M -$146K -1,659 -2%
IBOK
185
Independence Bank of Kentucky
Kentucky
$8.22M +$1.25M +14,215 +18%
PGF
186
Plan Group Financial
Oklahoma
$8.19M +$491K +5,574 +6%
LPAM
187
Lodestar Private Asset Management
California
$8.16M -$97.2K -1,103 -1%
DT
188
Diversified Trust
Tennessee
$8.15M +$211K +2,389 +3%
SAM
189
Sawgrass Asset Management
Florida
$8.01M -$356K -4,037 -4%
TCB
190
Texas Capital Bancshares
Texas
$7.84M -$755K -8,562 -9%
FWM
191
FFT Wealth Management
Pennsylvania
$7.78M – – –
FSC
192
Full Sail Capital
Oklahoma
$7.76M -$83.6K -949 -1%
EW
193
Evoke Wealth
California
$7.72M +$7.5M +85,115 +3,409%
SC
194
Savant Capital
Illinois
$7.69M +$778K +8,825 +11%
FB
195
Fulton Bank
Pennsylvania
$7.55M +$424K +4,808 +6%
BWFA
196
Baltimore-Washington Financial Advisors
Maryland
$7.5M -$46K -522 -0.6%
RWP
197
RWA Wealth Partners
Massachusetts
$7.47M -$61.3K -696 -0.8%
RPC
198
Rossmore Private Capital
Connecticut
$7.41M -$90.3K -1,025 -1%
TLA
199
Tanglewood Legacy Advisors
Texas
$7.27M +$188K +2,135 +3%
FMC
200
First Merchants Corp
Indiana
$7.24M -$142K -1,615 -2%
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