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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 %
MI
351
Motiv8 Investments
Florida
$2.9M +$160K +1,812 +6%
TA
352
TFB Advisors
Kansas
$2.88M +$39.5K +447 +1%
SIC
353
Samalin Investment Counsel
New York
$2.86M +$171K +1,938 +6%
CQWA
354
Chokshi & Queen Wealth Advisors
California
$2.86M +$2.86M +32,303 New
CC
355
Courier Capital
New York
$2.85M -$12.2K -138 -0.4%
EWM
356
Evercore Wealth Management
New York
$2.85M -$268K -3,028 -9%
CFP
357
Catalyst Financial Partners
Massachusetts
$2.83M +$734K +8,308 +35%
GWAM
358
Guardian Wealth Advisors (Minnesota)
Minnesota
$2.8M -$427K -4,835 -13%
KF
359
KKM Financial
Illinois
$2.79M +$2.79M +30,374 New
TFS
360
Thoroughbred Financial Services
Tennessee
$2.77M -$67.1K -759 -2%
BIG
361
Builder Investment Group
Georgia
$2.75M +$88 +1 +0%
HSBC Holdings
362
HSBC Holdings
United Kingdom
$2.74M -$93.7K -1,060 -3%
AIM
363
Allen Investment Management
New York
$2.74M
NP
364
NorthRock Partners
Minnesota
$2.72M -$293K -3,319 -10%
FUBT
365
First United Bank & Trust
Maryland
$2.71M
GWM
366
Geneos Wealth Management
Colorado
$2.7M +$36K +407 +1%
SC
367
SouthState Corp
Florida
$2.7M -$15.5K -175 -0.6%
SFS
368
Sowell Financial Services
Arkansas
$2.67M +$210K +2,371 +9%
BCI
369
Brinker Capital Investments
Pennsylvania
$2.66M +$212K +2,399 +9%
OPS
370
Orion Portfolio Solutions
Nebraska
$2.66M +$212K +2,399 +9%
LKWM
371
Lee-Kelleher Wealth Management
Maryland
$2.65M +$2.65M +29,999 New
GHAM
372
Gilman Hill Asset Management
Connecticut
$2.65M -$648K -7,335 -20%
CAM
373
Cozad Asset Management
Illinois
$2.64M +$2.65K +30 +0.1%
LNWTC
374
Laird Norton Wetherby Trust Company
Washington
$2.64M
ASN
375
Advisory Services Network
Georgia
$2.64M -$91.5K -1,035 -3%