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iShares Russell Mid-Cap ETF

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.

New
Increased
Maintained
Reduced
Closed
Holders
1,397
Holders Change
+113
Holders Change %
+8.8%
% of All Funds
18.6%
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
Name Holding Trade Value Shares
Change
Shares
Change %
TFCP
251
Twin Focus Capital Partners
Massachusetts
$5.35M +$10.3K +117 +0.2%
WB
252
WesBanco Bank
West Virginia
$5.35M +$3.01K +34 +0.1%
FA
253
FDx Advisors
Illinois
$5.29M -$318K -3,602 -6%
CWM
254
Cahaba Wealth Management
Georgia
$5.25M -$44K -498 -0.8%
TCM
255
Triumph Capital Management
Colorado
$5.23M -$36.8K -416 -0.7%
UCFA
256
United Capital Financial Advisors
Texas
$5.22M +$85.6K +968 +2%
CGPCS
257
Capital Group Private Client Services
California
$5.13M -$11.6K -131 -0.2%
LFAS
258
Level Four Advisory Services
Texas
$5.12M +$183K +2,072 +4%
TCWA
259
Turtle Creek Wealth Advisors
Texas
$5.1M -$30.2K -342 -0.6%
PFP
260
Pinnacle Financial Partners
Tennessee
$5.02M +$200K +2,265 +4%
NEPWA
261
New England Private Wealth Advisors
Massachusetts
$5.01M +$36.9K +417 +0.7%
Kovitz Investment Group Partners
262
Kovitz Investment Group Partners
Illinois
$5M +$137K +1,546 +3%
CCA
263
Conservest Capital Advisors
Pennsylvania
$4.98M -$364K -4,117 -7%
CNBT
264
Canandaigua National Bank & Trust
New York
$4.96M -$26.8K -303 -0.5%
NAM
265
NTV Asset Management
West Virginia
$4.94M +$38.9K +440 +0.8%
ST
266
Sabal Trust
Florida
$4.9M +$62.8K +710 +1%
Vanguard Group
267
Vanguard Group
Pennsylvania
$4.86M +$25.4K +287 +0.5%
ZIM
268
Zacks Investment Management
Illinois
$4.85M +$3.75M +42,428 +342%
SAM
269
Silvercrest Asset Management
New York
$4.84M +$354 +4 +0%
BFG
270
Baron Financial Group
New Jersey
$4.84M +$15K +170 +0.3%
MAA
271
Matrix Asset Advisors
New York
$4.81M +$395K +4,467 +9%
JFGIW
272
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.8M -$927K -10,073 -16%
CFG
273
Citizens Financial Group
Rhode Island
$4.76M +$1.5M +16,975 +46%
BRWA
274
B. Riley Wealth Advisors
Florida
$4.74M -$892K -10,088 -16%
CRC
275
Curi RMB Capital
Illinois
$4.71M -$27.9K -316 -0.6%