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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 %
NS
301
NBC Securities
Alabama
$3.44M -$3.16K -39 -0.1%
DIP
302
DT Investment Partners
Pennsylvania
$3.4M -$46.4K -572 -1%
AMG
303
Asset Management Group
Connecticut
$3.35M -$22.2K -274 -0.7%
WA
304
Waverly Advisors
Alabama
$3.33M +$360K +4,436 +12%
LL
305
LPWM LLC
Minnesota
$3.32M +$115K +1,428 +4%
SWM
306
Spire Wealth Management
Virginia
$3.28M +$19.9K +245 +0.6%
QCG
307
Quadrant Capital Group
Ohio
$3.25M -$71.1K -877 -2%
NL
308
NVWM LLC
Pennsylvania
$3.25M +$336K +4,140 +12%
SSB
309
Sandy Spring Bank
Maryland
$3.23M -$7.7K -95 -0.2%
NF
310
Nvest Financial
New Hampshire
$3.2M +$132K +1,634 +4%
BKA
311
Brick & Kyle Associates
Pennsylvania
$3.12M +$944K +11,641 +43%
CFG
312
Citizens Financial Group
Rhode Island
$3.06M +$576K +7,103 +23%
FCI
313
Financial Counselors Inc
Kansas
$3.06M +$1.34M +16,570 +78%
MG
314
Mather Group
Illinois
$3.04M +$853K +10,138 +39%
GHAM
315
Gilman Hill Asset Management
Connecticut
$3.03M
CST
316
Charles Schwab Trust
Nevada
$3.03M +$2.43M +30,021 +407%
IWC
317
Integrated Wealth Concepts
Massachusetts
$3M -$7.87K -97 -0.3%
PFM
318
Phillips Financial Management
Indiana
$2.99M +$162 +2 +0%
EWM
319
Evercore Wealth Management
New York
$2.97M +$65.6K +809 +2%
AL
320
Aspiriant LLC
California
$2.95M -$14.3K -176 -0.5%
MAM
321
Marquette Asset Management
Minnesota
$2.94M -$25.9K -319 -0.9%
Prudential Financial
322
Prudential Financial
New Jersey
$2.92M -$114K -1,405 -4%
HCMT
323
Highland Capital Management (Tennessee)
Tennessee
$2.9M -$82.6K -1,019 -3%
LSAG
324
Lake Street Advisors Group
New Hampshire
$2.9M +$70.2K +866 +2%
ECM
325
Elgethun Capital Management
South Dakota
$2.88M +$649 +8 +0%