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iShares Russell Mid-Cap ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
AWS
226
Atria Wealth Solutions
New York
$5.8M -$270K -3,214 -4%
BWA
227
Beam Wealth Advisors
Louisiana
$5.8M -$151K -1,800 -3%
FA
228
FDx Advisors
Illinois
$5.69M -$376K -4,474 -6%
FNBT
229
FineMark National Bank & Trust
Florida
$5.64M -$130K -1,542 -2%
Principal Financial Group
230
Principal Financial Group
Iowa
$5.6M -$1.02M -12,080 -15%
OCM
231
One Capital Management
California
$5.54M -$7.26M -86,355 -57%
TTWM
232
TCV Trust & Wealth Management
Virginia
$5.47M -$387K -4,600 -7%
CHC
233
City Holding Co
West Virginia
$5.46M -$17.7K -211 -0.3%
CWM
234
Chesapeake Wealth Management
Virginia
$5.44M -$104K -1,237 -2%
NFG
235
Nadler Financial Group
Illinois
$5.4M +$64.5K +767 +1%
BP
236
Ballentine Partners
Massachusetts
$5.37M +$84 +1 +0%
CWM
237
Cahaba Wealth Management
Georgia
$5.37M +$8.83K +105 +0.2%
SFG
238
Sunburst Financial Group
Alabama
$5.36M -$27.8K -333 -0.5%
Susquehanna International Group
239
Susquehanna International Group
Pennsylvania
$5.34M +$4.09M +48,631 +326%
EFS
240
Essex Financial Services
Connecticut
$5.24M +$36.1K +429 +0.7%
MWM
241
Modera Wealth Management
New Jersey
$5.23M -$8.83K -105 -0.2%
TFCP
242
Twin Focus Capital Partners
Massachusetts
$5.12M
WB
243
WesBanco Bank
West Virginia
$5.1M -$37.8K -450 -0.7%
CCA
244
Conservest Capital Advisors
Pennsylvania
$5.08M -$235K -2,795 -4%
AIM
245
Acropolis Investment Management
Missouri
$5.06M -$108K -1,287 -2%
JFGIW
246
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.95M -$668K -7,945 -12%
TCWA
247
Turtle Creek Wealth Advisors
Texas
$4.95M +$289K +3,437 +6%
CWP
248
CFM Wealth Partners
Texas
$4.93M -$264K -3,136 -5%
GFG
249
Goldstone Financial Group
Illinois
$4.93M +$1.06M +12,600 +27%
CGPCS
250
Capital Group Private Client Services
California
$4.91M -$28.6K -340 -0.6%