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iShares Russell Mid-Cap ETF

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.

New
Increased
Maintained
Reduced
Closed
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
Name Holding Trade Value Shares
Change
Shares
Change %
MCM
251
MV Capital Management
Maryland
$4.67M +$55.9K +690 +1%
CL
252
Choreo LLC
Illinois
$4.58M +$1.19M +14,752 +35%
BP
253
Ballentine Partners
Massachusetts
$4.58M -$597K -7,369 -12%
NEPWA
254
New England Private Wealth Advisors
Massachusetts
$4.55M +$11.8K +145 +0.3%
LFAS
255
Level Four Advisory Services
Texas
$4.53M -$41.3K -509 -0.9%
NAM
256
NTV Asset Management
West Virginia
$4.51M -$52.5K -647 -1%
ST
257
Sabal Trust
Florida
$4.49M -$74.6K -920 -2%
SVWAG
258
Sound View Wealth Advisors Group
Georgia
$4.49M +$43.7K +539 +1%
Financial Engines Advisors
259
Financial Engines Advisors
California
$4.48M +$182K +2,240 +4%
SAM
260
Silvercrest Asset Management
New York
$4.44M +$67.3K +830 +2%
Vanguard Group
261
Vanguard Group
Pennsylvania
$4.41M +$20.6K +254 +0.5%
NSCM
262
New South Capital Management
Tennessee
$4.41M +$861K +10,615 +24%
CCB
263
Country Club Bank
Missouri
$4.41M +$22.3K +275 +0.5%
PPWM
264
Paragon Private Wealth Management
Kentucky
$4.39M +$587K +7,240 +15%
BFG
265
Baron Financial Group
New Jersey
$4.38M +$11.8K +145 +0.3%
CRC
266
Curi RMB Capital
Illinois
$4.34M +$892 +11 +0%
AAS
267
Asset Allocation Strategies
Michigan
$4.26M +$91K +1,122 +2%
Citadel Advisors
268
Citadel Advisors
Florida
$4.23M -$3.6M -44,397 -46%
Fiera Capital (Canada)
269
Fiera Capital (Canada)
Quebec, Canada
$4.22M
D.E. Shaw & Co
270
D.E. Shaw & Co
New York
$4.2M +$4.2M +51,844 New
SFA
271
Sequoia Financial Advisors
Ohio
$4.19M +$524K +6,460 +14%
CFB
272
Cullen/Frost Bankers
Texas
$4.18M +$1.57M +19,400 +60%
TCOT
273
Trust Company of Toledo
Ohio
$4.13M +$1.38M +17,012 +50%
AC
274
Allstate Corporation
Illinois
$4.12M +$3.15M +38,887 +325%
CPSAC
275
Chas P. Smith & Associates (CPS)
Florida
$3.96M +$910K +11,225 +30%