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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 %
FSC
201
Full Sail Capital
Oklahoma
$7.33M -$453K -5,126 -6%
FB
202
Fulton Bank
Pennsylvania
$7.26M -$309K -3,499 -4%
FMC
203
First Merchants Corp
Indiana
$7.2M -$66.9K -757 -0.9%
EARNEST Partners
204
EARNEST Partners
Georgia
$7.18M +$6.03M +68,199 +523%
SG
205
StoneX Group
New York
$7.16M +$7.16M +80,983 New
DC
206
Davenport & Co
Virginia
$7.08M +$4.98M +56,323 +237%
CWG
207
Cornerstone Wealth Group
North Carolina
$6.92M +$185K +2,098 +3%
AWS
208
Atria Wealth Solutions
New York
$6.89M +$1.19M +13,483 +21%
BFG
209
Bleakley Financial Group
New Jersey
$6.86M -$227K -2,563 -3%
SIC
210
Salem Investment Counselors
North Carolina
$6.85M -$2.74K -31 -0%
CL
211
Choreo LLC
Illinois
$6.84M +$1.19M +13,404 +21%
FTS
212
Fifth Third Securities
Ohio
$6.81M -$355K -4,014 -5%
IC
213
IEQ Capital
California
$6.77M -$42.5K -481 -0.6%
NW
214
NewEdge Wealth
Pennsylvania
$6.73M -$99.7K -1,128 -1%
KPWS
215
Kestra Private Wealth Services
Texas
$6.69M +$137K +1,555 +2%
MCM
216
MV Capital Management
Maryland
$6.68M +$1.46M +16,515 +28%
SDWMA
217
Schneider Downs Wealth Management Advisors
Pennsylvania
$6.66M -$88K -996 -1%
GT
218
Greenleaf Trust
Michigan
$6.63M -$102K -1,156 -2%
CP
219
Canopy Partners
Ohio
$6.63M -$260K -2,945 -4%
IA
220
IFC Advisors
California
$6.59M +$6.59M +74,583 New
TWM
221
Tolleson Wealth Management
Texas
$6.49M -$25.9K -293 -0.4%
CHC
222
City Holding Co
West Virginia
$6.44M +$547K +6,183 +9%
IAM
223
Iridian Asset Management
Connecticut
$6.41M +$6.41M +72,500 New
WW
224
Westshore Wealth
California
$6.37M +$9.28K +105 +0.1%
HCA
225
Heck Capital Advisors
Wisconsin
$6.33M +$4.77M +53,934 +306%
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