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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.

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

Top Sellers

1
Citigroup
1
Citigroup
New York
$12M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$597M
3
Wells Fargo
3
Wells Fargo
California
$2.71B
4
TIAA Trust, National Association
4
TIAA Trust, National Association
North Carolina
$365M
5
FMI
5
Factory Mutual Insurance
Massachusetts
$56.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$4.75B 58,536,117 +17,040 +0%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$3.35B 41,272,200 +16,641,011 +68%
Wells Fargo
3
Wells Fargo
California
$2.71B 33,412,748 -569,572 -2%
US Bancorp
4
US Bancorp
Minnesota
$1.72B 21,249,473 +176,860 +0.8%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$1.11B 13,719,560 -304,269 -2%
Northern Trust
6
Northern Trust
Illinois
$733M 9,042,486 +11,287 +0.1%
Baird Financial Group
7
Baird Financial Group
Wisconsin
$657M 8,105,375 +183,842 +2%
Morgan Stanley
8
Morgan Stanley
New York
$605M 7,457,831 -50,793 -0.7%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$597M 7,360,828 -593,670 -7%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$556M 6,861,195 -83,542 -1%
UBS Group
11
UBS Group
Switzerland
$419M 5,173,187 -254,380 -5%
TIAA Trust, National Association
12
TIAA Trust, National Association
North Carolina
$365M 4,498,401 -495,126 -10%
Ameriprise
13
Ameriprise
Minnesota
$360M 4,442,809 -134,016 -3%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$357M 4,403,601 +45,347 +1%
Envestnet Portfolio Solutions
15
Envestnet Portfolio Solutions
Illinois
$322M 3,966,679 +98,154 +3%
ANTB
16
AMG National Trust Bank
Colorado
$312M 3,846,913 +76,018 +2%
Truist Financial
17
Truist Financial
North Carolina
$298M 3,675,379 -78,124 -2%
Goldman Sachs
18
Goldman Sachs
New York
$275M 3,389,153 +6,533 +0.2%
LPL Financial
19
LPL Financial
California
$254M 3,130,891 +84,394 +3%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$228M 2,809,829 +21,712 +0.8%
JIC
21
Johnson Investment Counsel
Ohio
$191M 2,358,594 +137,483 +6%
CIBC Private Wealth Group
22
CIBC Private Wealth Group
Georgia
$184M 2,278,843 -34,830 -2%
Fifth Third Bancorp
23
Fifth Third Bancorp
Ohio
$183M 2,253,257 -37,368 -2%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$173M 2,137,828 -30,938 -1%
Pathstone Holdings
25
Pathstone Holdings
New Jersey
$162M 1,996,652 -25,281 -1%
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