IWR icon

iShares Russell Mid-Cap ETF

1,398 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, 399 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,398
Holders Change
+114
Holders Change %
+8.88%
% of All Funds
18.61%
Holding in Top 10
64
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.88%
% of All Funds
0.85%
New
194
Increased
470
Reduced
399
Closed
55
Calls
$12.3M
Puts
$354K
Net Calls
+$12M
Net Calls Change
+$6.42M
Name Holding Trade Value Shares
Change
Shares
Change %
CRC
276
Curi RMB Capital
Illinois
$4.71M -$27.9K -316 -0.6%
BP
277
Ballentine Partners
Massachusetts
$4.65M -$339K -3,831 -7%
DWT
278
Dorsey & Whitney Trust
South Dakota
$4.65M +$3.1M +35,078 +200%
TCOT
279
Trust Company of Toledo
Ohio
$4.6M
CCB
280
Country Club Bank
Missouri
$4.57M -$233K -2,636 -5%
SJIM
281
St. Johns Investment Management
Florida
$4.51M +$259K +2,930 +6%
OLA
282
Oliver Luxxe Assets
New Jersey
$4.36M +$2.18M +24,679 +100%
NL
283
NVWM LLC
Pennsylvania
$4.35M +$650K +7,348 +18%
CPSAC
284
Chas P. Smith & Associates (CPS)
Florida
$4.33M -$7.96K -90 -0.2%
GWS
285
Greykasell Wealth Strategies
California
$4.32M +$4.32M +48,850 New
CFB
286
Cullen/Frost Bankers
Texas
$4.31M -$244K -2,760 -5%
CPSC
287
Carl P. Sherr & Co
Massachusetts
$4.28M +$72.8K +824 +2%
GIA
288
Goodwin Investment Advisory
Georgia
$4.24M -$15.8M -183,558 -79%
WOC
289
West Oak Capital
California
$4.07M
MFG
290
Merit Financial Group
Georgia
$4.06M +$1.35M +15,245 +50%
MWP
291
MYCIO Wealth Partners
Pennsylvania
$4.04M +$9.02K +102 +0.2%
WIC
292
Whitegate Investment Counselors
New Hampshire
$4.03M -$73.8K -835 -2%
BIS
293
BG Investment Services
Guam
$4.02M +$4.02M +45,423 New
BCM
294
BTC Capital Management
Iowa
$4.01M -$587K -6,638 -13%
Financial Engines Advisors
295
Financial Engines Advisors
California
$3.99M -$570K -6,444 -13%
Fiera Capital (Canada)
296
Fiera Capital (Canada)
Quebec, Canada
$3.97M -$30.4K -344 -0.8%
BHBT
297
Burke & Herbert Bank & Trust
Virginia
$3.95M +$118K +1,332 +3%
FMII
298
Farmers & Merchants Investments Inc
Nebraska
$3.91M +$176K +1,990 +5%
DTC
299
Davidson Trust Company
Washington
$3.8M
LL
300
LPWM LLC
Minnesota
$3.8M +$90.4K +1,023 +2%