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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 %
FPCP
326
Fort Point Capital Partners
California
$3.39M -$249K -2,815 -7%
OFG
327
Oxford Financial Group
Indiana
$3.25M +$1.24M +14,041 +62%
GRP
328
Global Retirement Partners
California
$3.24M -$2.02M -22,868 -38%
PFM
329
Phillips Financial Management
Indiana
$3.24M -$20.6K -233 -0.6%
ACA
330
Anchor Capital Advisors
Massachusetts
$3.16M +$49.3K +558 +2%
CB
331
Centennial Bank
Arkansas
$3.16M +$13.1K +148 +0.4%
LSAG
332
Lake Street Advisors Group
New Hampshire
$3.16M
ECM
333
Elgethun Capital Management
South Dakota
$3.14M +$265 +3 +0%
HCMT
334
Highland Capital Management (Tennessee)
Tennessee
$3.14M +$177 +2 +0%
FF
335
Finley Financial
Nevada
$3.11M +$3.11M +34,485 New
AFC
336
AFT Forsyth & Company
Florida
$3.11M +$619 +7 +0%
FC
337
FCA Corp
Texas
$3.11M +$30.6K +346 +1%
EWA
338
EP Wealth Advisors
California
$3.09M +$166K +1,881 +6%
SCA
339
St. Clair Advisors
Ohio
$3.08M +$1.05M +11,827 +51%
PA
340
Procyon Advisors
Connecticut
$3.05M +$1.32M +14,936 +76%
MAM
341
Marquette Asset Management
Minnesota
$3.04M -$14.8K -167 -0.5%
CD
342
Chapin Davis
Maryland
$3.04M
PGFC
343
Peapack-Gladstone Financial Corp
New Jersey
$3.01M +$20.9K +237 +0.7%
GIA
344
Gladstone Institutional Advisory
Florida
$2.97M +$27.7K +313 +0.9%
PFS
345
Prospera Financial Services
Texas
$2.96M +$511K +5,777 +21%
HH
346
Hilltop Holdings
Texas
$2.94M -$9.72K -110 -0.3%
KWM
347
Kingsview Wealth Management
Oregon
$2.91M +$542K +6,136 +23%
ECM
348
Evergreen Capital Management
Washington
$2.91M -$124K -1,400 -4%
QC
349
Quadrature Capital
United Kingdom
$2.9M +$2.9M +32,851 New
MC
350
Middleton & Co
Massachusetts
$2.9M -$72.8K -824 -2%