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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.

Holders
1,397
Holders Change
+113
Holders Change %
+8.8%
% of All Funds
18.61%
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
1
Jones Financial Companies
Missouri
$5.5B
2
Raymond James Financial
2
Raymond James Financial
Florida
$238M
3
Bank of America
3
Bank of America
North Carolina
$5.45B
4
Wells Fargo
4
Wells Fargo
California
$3.02B
5
Lido Advisors
5
Lido Advisors
California
$80.2M

Top Sellers

1
US Bancorp
1
US Bancorp
Minnesota
$1.67B
2
UBS Group
2
UBS Group
Switzerland
$475M
3
GC
3
Gilbert & Cook
Iowa
$40.7M
4
IAIM
4
International Assets Investment Management
Florida
$797K
5
PCP
5
Proficio Capital Partners
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Jones Financial Companies
1
Jones Financial Companies
Missouri
$5.5B 62,207,278 +19,216,938 +45%
Bank of America
2
Bank of America
North Carolina
$5.45B 61,629,917 +2,351,147 +4%
Wells Fargo
3
Wells Fargo
California
$3.02B 34,162,440 +894,376 +3%
US Bancorp
4
US Bancorp
Minnesota
$1.67B 18,906,960 -2,199,841 -10%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$1.19B 13,436,472 -72,899 -0.5%
Northern Trust
6
Northern Trust
Illinois
$822M 9,295,433 +105,087 +1%
Baird Financial Group
7
Baird Financial Group
Wisconsin
$714M 8,076,087 +61,342 +0.8%
Morgan Stanley
8
Morgan Stanley
New York
$705M 7,975,571 +499,327 +7%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$634M 7,177,499 -109,240 -1%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$608M 6,882,774 -177,140 -3%
UBS Group
11
UBS Group
Switzerland
$475M 5,376,169 -755,036 -12%
TIAA Trust, National Association
12
TIAA Trust, National Association
North Carolina
$373M 4,217,270 -146,705 -3%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$371M 4,192,442 -52,608 -1%
Ameriprise
14
Ameriprise
Minnesota
$366M 4,152,355 +186,219 +5%
Envestnet Portfolio Solutions
15
Envestnet Portfolio Solutions
Illinois
$360M 4,071,476 +39,899 +1%
ANTB
16
AMG National Trust Bank
Colorado
$336M 3,798,305 -7,017 -0.2%
Truist Financial
17
Truist Financial
North Carolina
$325M 3,674,764 +62,030 +2%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$260M 2,940,943 +68,066 +2%
Raymond James Financial
19
Raymond James Financial
Florida
$238M 2,689,606 +2,689,606 New
LPL Financial
20
LPL Financial
California
$234M 2,641,941 +28,075 +1%
JIC
21
Johnson Investment Counsel
Ohio
$223M 2,518,732 +86,146 +4%
Goldman Sachs
22
Goldman Sachs
New York
$215M 2,432,651 -88,801 -4%
CIBC Private Wealth Group
23
CIBC Private Wealth Group
Georgia
$209M 2,351,713 +78,741 +3%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$202M 2,287,454 +218,214 +11%
Fifth Third Bancorp
25
Fifth Third Bancorp
Ohio
$190M 2,152,033 -50,235 -2%
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