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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 %
RWP
201
RWA Wealth Partners
Massachusetts
$7.19M 85,514 +803 +0.9%
FTS
202
Fifth Third Securities
Ohio
$7.13M 84,771 -1,567 -2%
BWFA
203
Baltimore-Washington Financial Advisors
Maryland
$7.04M 83,738 -2,847 -3%
SC
204
Savant Capital
Illinois
$6.99M 83,102 +361 +0.4%
SW
205
Simplicity Wealth
New Jersey
$6.91M 82,196 +82,196 New
PGF
206
Plan Group Financial
Oklahoma
$6.91M 82,140 +11,303 +16%
SIC
207
Salem Investment Counselors
North Carolina
$6.81M 81,000 -124 -0.2%
WW
208
Westshore Wealth
California
$6.7M 79,734 -1,792 -2%
CTC
209
Central Trust Company
Missouri
$6.7M 79,725 -256 -0.3%
IC
210
IEQ Capital
California
$6.57M 78,166 -11,851 -13%
TBWA
211
Three Bridge Wealth Advisors
California
$6.46M 76,876 +5,820 +8%
CWG
212
Cornerstone Wealth Group
North Carolina
$6.37M 75,702 +75,702 New
VCA
213
Verdence Capital Advisors
Maryland
$6.34M 75,450 -22,464 -23%
GT
214
Greenleaf Trust
Michigan
$6.3M 74,944 +72 +0.1%
TWM
215
Tolleson Wealth Management
Texas
$6.24M 74,150 -874 -1%
TLA
216
Tanglewood Legacy Advisors
Texas
$6.22M 74,013 +2,591 +4%
RWA
217
Redhawk Wealth Advisors
Minnesota
$6.22M 73,938 +73,938 New
HPM
218
Hoxton Planning & Management
West Virginia
$6.19M 73,571 -587 -0.8%
LNC
219
Lincoln National Corp
Pennsylvania
$6.11M 72,691 +2,560 +4%
UW
220
Unique Wealth
Florida
$6.06M 72,018 +6,493 +10%
OGF
221
Orin Green Financial
California
– – -73,647 Closed
BFG
222
Bleakley Financial Group
New Jersey
$5.98M 71,120 +819 +1%
CAM
223
Carret Asset Management
New York
$5.92M 70,391 -675 -0.9%
WSFS
224
Wilmington Savings Fund Society
Delaware
$5.83M 69,352 +69,352 New
IBOK
225
Independence Bank of Kentucky
Kentucky
$5.81M 69,098 +6,688 +11%
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