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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 %
PWM
351
Perigon Wealth Management
California
$2.49M -$2.43K -30 -0.1%
EARNEST Partners
352
EARNEST Partners
Georgia
$2.47M +$1.95M +24,047 +378%
FWP
353
FAS Wealth Partners
Kansas
$2.46M +$44.4K +548 +2%
MI
354
Motiv8 Investments
Florida
$2.46M +$212K +2,609 +9%
CAM
355
Cozad Asset Management
Illinois
$2.44M -$20.3K -250 -0.8%
DP
356
Denver PWM
Colorado
$2.44M +$13.7K +169 +0.6%
SIC
357
Samalin Investment Counsel
New York
$2.43M +$90.3K +1,114 +4%
GWM
358
Geneos Wealth Management
Colorado
$2.43M -$192K -2,369 -7%
PFA
359
Pathway Financial Advisors
Vermont
$2.41M
CB
360
Centennial Bank
Arkansas
$2.39M +$280K +3,455 +13%
CPIG
361
Chicago Partners Investment Group
Illinois
$2.38M +$11.1K +131 +0.5%
HIP
362
HUB Investment Partners
Texas
$2.37M +$2.37M +29,181 New
FRA
363
Frank Rimerman Advisors
California
$2.34M +$2.43K +30 +0.1%
BFC
364
Bedel Financial Consulting
Indiana
$2.33M +$62.9K +776 +3%
Allspring Global Investments
365
Allspring Global Investments
North Carolina
$2.33M +$2.32M +28,626 +34,910%
KPWS
366
Kestra Private Wealth Services
Texas
$2.32M -$4.95K -61 -0.2%
PPW
367
Pasadena Private Wealth
California
$2.31M
SFS
368
Summit Financial Strategies
Ohio
$2.3M -$22.1K -273 -1%
MBI
369
May Barnhard Investments
Maryland
$2.27M
SPC
370
Sigma Planning Corp
Michigan
$2.27M -$9.49K -117 -0.4%
EI
371
Ellevest Inc
New York
$2.26M
KF
372
KKM Financial
Illinois
$2.23M
OFG
373
Oxford Financial Group
Indiana
$2.22M +$1.01M +12,452 +83%
FI
374
Financial Insights
Washington
$2.22M +$268K +3,307 +14%
SWA
375
SOA Wealth Advisors
New York
$2.2M -$180K -2,220 -8%