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iShares Russell Mid-Cap ETF
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Overview Fund Activity

1,234 hedge funds and large institutions have $27.4B invested in iShares Russell Mid-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 417 increasing their positions, 414 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,234
Holders Change
-15
Holders Change %
-1.2%
% of All Funds
17.95%
Holding in Top 10
65
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.56%
% of All Funds
0.95%
New
80
Increased
417
Reduced
414
Closed
79
Calls
$6.97M
Puts
$1.14M
Net Calls
+$5.83M
Net Calls Change
-$5.6M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$3.35B
2
Natixis Advisors
Natixis Advisors
Massachusetts
$135M
3
PFM
Premier Fund Managers
United Kingdom
$97.2M
4
CA
Clearstead Advisors
Ohio
$63.3M
5
AssetMark Inc
AssetMark Inc
California
$39.4M

Top Sellers

1
Citigroup
Citigroup
New York
$12M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$597M
3
Wells Fargo
Wells Fargo
California
$2.71B
4
HNB
Huntington National Bank
Ohio
$42M
5
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$365M
Name Holding Trade Value Shares
Change 		Shares
Change %
CP
201
Canopy Partners
Ohio
$6.55M -$650K -8,013 -9%
FB
202
Fulton Bank
Pennsylvania
$6.55M -$1.1M -13,622 -14%
TLA
203
Tanglewood Legacy Advisors
Texas
$6.52M +$517K +6,374 +9%
SIC
204
Salem Investment Counselors
North Carolina
$6.48M -$83.1K -1,025 -1%
UCFA
205
United Capital Financial Advisors
Texas
$6.46M +$2.75M +33,948 +74%
IBOK
206
Independence Bank of Kentucky
Kentucky
$6.41M +$809K +9,974 +14%
SWM
207
Shelton Wealth Management
Texas
$6.4M -$771K -9,510 -11%
CTC
208
Central Trust Company
Missouri
$6.38M -$85.5K -1,055 -1%
FAM
209
Forte Asset Management
New York
$6.36M -$576K -7,101 -8%
SC
210
Savant Capital
Illinois
$6.36M -$380K -4,688 -6%
WC
211
Waterloo Capital
Texas
$6.33M -$711K -8,770 -10%
CWG
212
Cornerstone Wealth Group
North Carolina
$6.26M +$120K +1,481 +2%
IC
213
IEQ Capital
California
$6.25M -$87.3K -1,077 -1%
VCA
214
Verdence Capital Advisors
Maryland
$6.14M +$22.9K +282 +0.4%
BRWA
215
B. Riley Wealth Advisors
Florida
$6.1M -$3.46M -42,726 -36%
GT
216
Greenleaf Trust
Michigan
$6.08M – – –
HPM
217
Hoxton Planning & Management
West Virginia
$6.02M +$58.8K +725 +1%
RWA
218
Redhawk Wealth Advisors
Minnesota
$5.99M -$2.51K -31 -0%
TWM
219
Tolleson Wealth Management
Texas
$5.98M -$32.8K -404 -0.5%
WW
220
Westshore Wealth
California
$5.94M -$525K -6,473 -8%
Principal Financial Group
221
Principal Financial Group
Iowa
$5.65M +$253K +3,120 +5%
OGF
222
Orin Green Financial
California
$5.65M +$5.65M +69,674 New
AWS
223
Atria Wealth Solutions
New York
$5.63M +$40.1K +495 +0.7%
GFG
224
Goldstone Financial Group
Illinois
$5.63M +$875K +10,797 +18%
CAM
225
Carret Asset Management
New York
$5.6M -$103K -1,272 -2%
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