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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 %
GCIM
276
Gunn & Company Investment Management
Florida
$3.96M +$3.96M +48,817 New
WIC
277
Whitegate Investment Counselors
New Hampshire
$3.95M -$3.57K -44 -0.1%
Susquehanna International Group
278
Susquehanna International Group
Pennsylvania
$3.95M -$1.2M -14,834 -23%
SJIM
279
St. Johns Investment Management
Florida
$3.94M -$51.1K -630 -1%
PFP
280
Pinnacle Financial Partners
Tennessee
$3.94M -$21.1K -256 -0.5%
Bessemer Group
281
Bessemer Group
New Jersey
$3.94M +$224K +2,762 +6%
IWM
282
IHT Wealth Management
Illinois
$3.85M -$146K -1,796 -4%
ACP
283
Aveo Capital Partners
Colorado
$3.81M +$3.81M +46,932 New
NP
284
NorthRock Partners
Minnesota
$3.79M -$3.17M -39,083 -46%
BCM
285
BTC Capital Management
Iowa
$3.7M
MWP
286
MYCIO Wealth Partners
Pennsylvania
$3.69M +$60.4K +745 +2%
CPSC
287
Carl P. Sherr & Co
Massachusetts
$3.68M +$396K +4,878 +12%
Charles Schwab
288
Charles Schwab
California
$3.67M -$3.92M -48,374 -52%
MAA
289
Matrix Asset Advisors
New York
$3.65M +$406K +5,006 +13%
TPCW
290
TD Private Client Wealth
New York
$3.65M +$177K +2,186 +5%
PS
291
Principal Securities
Iowa
$3.65M -$21.4K -264 -0.6%
Kovitz Investment Group Partners
292
Kovitz Investment Group Partners
Illinois
$3.57M +$912K +11,244 +34%
BHBT
293
Burke & Herbert Bank & Trust
Virginia
$3.53M +$3.53M +43,492 New
IAN
294
Integrated Advisors Network
Texas
$3.5M -$241K -2,972 -6%
DTC
295
Davidson Trust Company
Washington
$3.49M -$25.5K -315 -0.7%
FA
296
Flagstar Advisors
New York
$3.49M -$354K -4,370 -9%
GWAM
297
Guardian Wealth Advisors (Minnesota)
Minnesota
$3.48M -$368K -4,543 -10%
FPCP
298
Fort Point Capital Partners
California
$3.45M +$125K +1,537 +4%
JF
299
JSF Financial
California
$3.45M -$276K -3,400 -7%
SHWM
300
Smith & Howard Wealth Management
Georgia
$3.44M -$15.6K -193 -0.5%