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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 %
Bank of America
1
Bank of America
North Carolina
$4.92B 58,519,077 -1,065,418 -2%
Wells Fargo
2
Wells Fargo
California
$2.86B 33,982,320 -652,131 -2%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$2.07B 24,631,189 +4,231,607 +21%
US Bancorp
4
US Bancorp
Minnesota
$1.77B 21,072,613 -189,524 -0.9%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$1.18B 14,023,829 -302,271 -2%
Northern Trust
6
Northern Trust
Illinois
$759M 9,031,199 -62,448 -0.7%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$669M 7,954,498 +246,062 +3%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$666M 7,921,533 +119,419 +2%
Morgan Stanley
9
Morgan Stanley
New York
$631M 7,508,624 -6,883,138 -48%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$584M 6,944,737 -75,366 -1%
UBS Group
11
UBS Group
Switzerland
$456M 5,427,567 +13,336 +0.2%
TIAA Trust, National Association
12
TIAA Trust, National Association
North Carolina
$420M 4,993,527 -655,786 -12%
Ameriprise
13
Ameriprise
Minnesota
$385M 4,576,825 -133,269 -3%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$366M 4,358,254 -234,373 -5%
Envestnet Portfolio Solutions
15
Envestnet Portfolio Solutions
Illinois
$325M 3,868,525 +103,249 +3%
ANTB
16
AMG National Trust Bank
Colorado
$317M 3,770,895 -19,600 -0.5%
Truist Financial
17
Truist Financial
North Carolina
$316M 3,753,503 -11,618 -0.3%
Goldman Sachs
18
Goldman Sachs
New York
$284M 3,382,620 +147,401 +5%
LPL Financial
19
LPL Financial
California
$256M 3,046,497 +97,813 +3%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$234M 2,788,117 -40,046 -1%
CIBC Private Wealth Group
21
CIBC Private Wealth Group
Georgia
$193M 2,313,673 -7,019 -0.3%
Fifth Third Bancorp
22
Fifth Third Bancorp
Ohio
$193M 2,290,625 -23,588 -1%
JIC
23
Johnson Investment Counsel
Ohio
$187M 2,221,111 +184,428 +9%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$182M 2,168,766 -230,588 -10%
Pathstone Holdings
25
Pathstone Holdings
New Jersey
$170M 2,021,933 -4,264 -0.2%
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