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iShares Russell Mid-Cap ETF
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Overview Fund Activity

1,397 hedge funds and large institutions have $31.8B invested in iShares Russell Mid-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 194 funds opening new positions, 470 increasing their positions, 398 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,397
Holders Change
+113
Holders Change %
+8.8%
% of All Funds
18.6%
Holding in Top 10
63
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.35%
% of All Funds
0.84%
New
194
Increased
470
Reduced
398
Closed
55
Calls
$12.3M
Puts
$354K
Net Calls
+$12M
Net Calls Change
+$6.42M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$5.5B
2
Bank of America
Bank of America
North Carolina
$5.45B
3
Wells Fargo
Wells Fargo
California
$3.02B
4
Lido Advisors
Lido Advisors
California
$80.2M
5
Morgan Stanley
Morgan Stanley
New York
$705M

Top Sellers

1
US Bancorp
US Bancorp
Minnesota
$1.67B
2
UBS Group
UBS Group
Switzerland
$475M
3
HNB
Huntington National Bank
Ohio
$47.7M
4
GC
Gilbert & Cook
Iowa
$40.7M
5
IAIM
International Assets Investment Management
Florida
$797K
Name Holding Trade Value Shares
Change 		Shares
Change %
HTC
176
Haverford Trust Company
Pennsylvania
$8.78M – – –
PCIA
177
Prime Capital Investment Advisors
Kansas
$8.73M +$120K +1,361 +1%
SQA
178
Simon Quick Advisors
New Jersey
$8.71M +$412K +4,664 +5%
ATC
179
Argent Trust Co
Tennessee
$8.69M +$36K +407 +0.4%
GFG
180
Goldstone Financial Group
Illinois
$8.67M +$1.47M +16,581 +20%
NL
181
NWAM LLC
Washington
$8.65M -$351K -3,969 -4%
PWM
182
Perigon Wealth Management
California
$8.64M +$5.46M +59,939 +172%
SAM
183
Sawgrass Asset Management
Florida
$8.35M +$318K +3,595 +4%
WC
184
Waterloo Capital
Texas
$8.23M +$1.7M +19,177 +26%
PGF
185
Plan Group Financial
Oklahoma
$8.18M -$26.2K -296 -0.3%
LPAM
186
Lodestar Private Asset Management
California
$8.18M -$707 -8 -0%
GT
187
Glenmede Trust
Pennsylvania
$8.18M -$669K -7,564 -8%
IBOK
188
Independence Bank of Kentucky
Kentucky
$8.15M -$98.4K -1,113 -1%
DT
189
Diversified Trust
Tennessee
$8.06M -$118K -1,339 -1%
MWA
190
Moser Wealth Advisors
Washington
$7.97M -$279K -3,151 -3%
VCA
191
Verdence Capital Advisors
Maryland
$7.95M +$1.07M +12,114 +16%
SWP
192
Summit Wealth Partners
Florida
$7.81M -$661K -7,477 -8%
FWM
193
FFT Wealth Management
Pennsylvania
$7.8M – – –
EW
194
Evoke Wealth
California
$7.75M +$9.46K +107 +0.1%
TCB
195
Texas Capital Bancshares
Texas
$7.73M -$126K -1,428 -2%
BWFA
196
Baltimore-Washington Financial Advisors
Maryland
$7.48M -$41K -464 -0.5%
SC
197
Savant Capital
Illinois
$7.48M -$230K -2,606 -3%
RWP
198
RWA Wealth Partners
Massachusetts
$7.48M -$12.8K -145 -0.2%
TLA
199
Tanglewood Legacy Advisors
Texas
$7.41M +$112K +1,270 +2%
RPC
200
Rossmore Private Capital
Connecticut
$7.4M -$24.4K -276 -0.3%
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