IWR icon

iShares Russell Mid-Cap ETF

1,284 hedge funds and large institutions have $29.7B invested in iShares Russell Mid-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 401 increasing their positions, 417 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,284
Holders Change
+50
Holders Change %
+4.05%
% of All Funds
18.57%
Holding in Top 10
68
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.62%
% of All Funds
0.98%
New
111
Increased
401
Reduced
417
Closed
46
Calls
$7.9M
Puts
$2.34M
Net Calls
+$5.56M
Net Calls Change
-$269K
Name Holding Trade Value Shares
Change
Shares
Change %
PFA
351
Pathway Financial Advisors
Vermont
$2.64M +$24.2K +275 +0.9%
DP
352
Denver PWM
Colorado
$2.64M -$20K -227 -0.8%
CAM
353
Cozad Asset Management
Illinois
$2.63M -$26.4K -299 -1%
LNWTC
354
Laird Norton Wetherby Trust Company
Washington
$2.63M +$2.63M +29,850 New
HIP
355
HUB Investment Partners
Texas
$2.57M
BFC
356
Bedel Financial Consulting
Indiana
$2.57M +$34K +386 +1%
JF
357
JSF Financial
California
$2.56M -$1.19M -13,465 -32%
DI
358
DAGCO Inc
Ohio
$2.54M -$169K -1,919 -6%
FRA
359
Frank Rimerman Advisors
California
$2.54M +$4.32K +49 +0.2%
SFS
360
Summit Financial Strategies
Ohio
$2.52M +$22.6K +256 +0.9%
CPIG
361
Chicago Partners Investment Group
Illinois
$2.52M +$30.9K +349 +1%
PPW
362
Pasadena Private Wealth
California
$2.51M
ASN
363
Advisory Services Network
Georgia
$2.5M
EI
364
Ellevest Inc
New York
$2.5M +$42.7K +485 +2%
MBI
365
May Barnhard Investments
Maryland
$2.47M
SMC
366
Smith, Moore & Co
Missouri
$2.46M +$185K +2,098 +8%
SFS
367
Sowell Financial Services
Arkansas
$2.46M +$114K +1,295 +5%
PFS
368
Prospera Financial Services
Texas
$2.44M +$661K +7,494 +37%
BCI
369
Brinker Capital Investments
Pennsylvania
$2.44M +$2.14M +24,317 +724%
OPS
370
Orion Portfolio Solutions
Nebraska
$2.44M +$2.14M +24,317 +724%
VA
371
Valmark Advisers
Ohio
$2.43M +$86.6K +982 +4%
SPC
372
Sigma Planning Corp
Michigan
$2.41M -$54.6K -620 -2%
PTC
373
Private Trust Company
Ohio
$2.38M +$674K +7,649 +40%
HP
374
HT Partners
Connecticut
$2.38M
SWA
375
SOA Wealth Advisors
New York
$2.37M -$19.3K -219 -0.8%