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iShares Russell Mid-Cap ETF

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.

New
Increased
Maintained
Reduced
Closed
Holders
1,284
Holders Change
+50
Holders Change %
+4.05%
% of All Funds
18.57%
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
Name Holding Trade Value Shares
Change
Shares
Change %
BWA
226
Beam Wealth Advisors
Louisiana
$5.93M +$131K +1,489 +2%
CHC
227
City Holding Co
West Virginia
$5.88M +$150K +1,698 +3%
OCM
228
One Capital Management
California
$5.69M +$370K +4,198 +7%
AWS
229
Atria Wealth Solutions
New York
$5.68M -$445K -5,050 -7%
EFS
230
Essex Financial Services
Connecticut
$5.66M -$107K -1,203 -2%
TTWM
231
TCV Trust & Wealth Management
Virginia
$5.65M -$249K -2,823 -4%
Principal Financial Group
232
Principal Financial Group
Iowa
$5.65M -$494K -5,609 -8%
CL
233
Choreo LLC
Illinois
$5.6M +$612K +6,984 +12%
FA
234
FDx Advisors
Illinois
$5.6M -$142K -1,612 -2%
BRWA
235
B. Riley Wealth Advisors
Florida
$5.59M -$1.02M -11,609 -15%
SFG
236
Sunburst Financial Group
Alabama
$5.58M -$22.5K -255 -0.4%
SVWAG
237
Sound View Wealth Advisors Group
Georgia
$5.57M +$692K +7,849 +14%
MWM
238
Modera Wealth Management
New Jersey
$5.55M +$2.47K +28 +0%
KAM
239
Knightsbridge Asset Management
California
$5.5M +$95.6K +1,085 +2%
JFGIW
240
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.48M +$391K +4,440 +8%
FNBT
241
FineMark National Bank & Trust
Florida
$5.43M -$478K -5,422 -8%
S
242
Sachetta
Massachusetts
$5.43M +$88 +1 +0%
Citigroup
243
Citigroup
New York
$5.41M -$7.67M -86,983 -59%
AIM
244
Acropolis Investment Management
Missouri
$5.36M +$41.9K +475 +0.8%
WB
245
WesBanco Bank
West Virginia
$5.33M +$59.3K +673 +1%
TFCP
246
Twin Focus Capital Partners
Massachusetts
$5.32M
CWM
247
Cahaba Wealth Management
Georgia
$5.28M -$337K -3,828 -6%
TCM
248
Triumph Capital Management
Colorado
$5.25M +$28.2K +320 +0.5%
GRP
249
Global Retirement Partners
California
$5.25M +$4.7M +53,303 +856%
MCM
250
MV Capital Management
Maryland
$5.21M +$127K +1,444 +3%