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iShares Russell Mid-Cap ETF
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Overview Fund Activity

1,284 hedge funds and large institutions have $29.7B invested in iShares Russell Mid-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 401 increasing their positions, 417 reducing their positions, and 46 closing their positions.

Holders
1,284
Holders Change
+50
Holders Change %
+4.05%
% of All Funds
18.58%
Holding in Top 10
68
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.62%
% of All Funds
0.98%
New
111
Increased
401
Reduced
417
Closed
46
Calls
$7.9M
Puts
$2.34M
Net Calls
+$5.56M
Net Calls Change
-$269K

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$3.78B
2
UBS Group
2
UBS Group
Switzerland
$540M
3
Bank of America
3
Bank of America
North Carolina
$5.22B
4
LLWM
4
Life Line Wealth Management
California
$34.7M
5
PCP
5
Proficio Capital Partners
Massachusetts
$32.9M

Top Sellers

1
PFM
1
Premier Fund Managers
United Kingdom
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$222M
3
Natixis Advisors
3
Natixis Advisors
Massachusetts
$83.2M
4
LPL Financial
4
LPL Financial
California
$230M
5
AssetMark Inc
5
AssetMark Inc
California
$170K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$5.22B 59,278,770 +742,653 +1%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$3.78B 42,990,340 +1,718,140 +4%
Wells Fargo
3
Wells Fargo
California
$2.93B 33,268,064 -144,684 -0.4%
US Bancorp
4
US Bancorp
Minnesota
$1.86B 21,106,801 -142,672 -0.7%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$1.19B 13,509,371 -210,189 -2%
Northern Trust
6
Northern Trust
Illinois
$810M 9,190,346 +147,860 +2%
Baird Financial Group
7
Baird Financial Group
Wisconsin
$706M 8,014,745 -90,630 -1%
Morgan Stanley
8
Morgan Stanley
New York
$659M 7,476,244 +18,413 +0.2%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$642M 7,286,739 -74,089 -1%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$622M 7,059,914 +198,719 +3%
UBS Group
11
UBS Group
Switzerland
$540M 6,131,205 +958,018 +19%
TIAA Trust, National Association
12
TIAA Trust, National Association
North Carolina
$385M 4,363,975 -134,426 -3%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$374M 4,245,050 -158,551 -4%
Envestnet Portfolio Solutions
14
Envestnet Portfolio Solutions
Illinois
$355M 4,031,577 +64,898 +2%
Ameriprise
15
Ameriprise
Minnesota
$350M 3,966,136 -476,673 -11%
ANTB
16
AMG National Trust Bank
Colorado
$335M 3,805,322 -41,591 -1%
Truist Financial
17
Truist Financial
North Carolina
$318M 3,612,734 -62,645 -2%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$253M 2,872,877 +63,048 +2%
LPL Financial
19
LPL Financial
California
$230M 2,613,866 -517,025 -17%
Goldman Sachs
20
Goldman Sachs
New York
$222M 2,521,452 -867,701 -26%
JIC
21
Johnson Investment Counsel
Ohio
$214M 2,432,586 +73,992 +3%
CIBC Private Wealth Group
22
CIBC Private Wealth Group
Georgia
$200M 2,272,972 -5,871 -0.3%
Fifth Third Bancorp
23
Fifth Third Bancorp
Ohio
$194M 2,202,268 -50,989 -2%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$182M 2,069,240 -68,588 -3%
Pathstone Holdings
25
Pathstone Holdings
New Jersey
$176M 1,995,883 -769 -0%
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