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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 %
MCWS
376
McKinley Carter Wealth Services
West Virginia
$2.36M -$16.3K -185 -0.7%
KWM
377
Kingsview Wealth Management
Oregon
$2.36M +$187K +2,124 +9%
CFA
378
Cahill Financial Advisors
Minnesota
$2.34M -$7.09M -80,452 -75%
KAH
379
Kathryn A. Hall
$2.34M
NGA
380
Naples Global Advisors
Florida
$2.33M +$101K +1,142 +5%
BB
381
Busey Bank
Illinois
$2.33M +$276K +3,133 +13%
DA
382
Dover Advisors
Virginia
$2.3M +$126K +1,428 +6%
RCA
383
Resonant Capital Advisors
Wisconsin
$2.29M
CTA
384
Chesley Taft & Associates
Illinois
$2.29M -$30.1K -341 -1%
MG
385
Mather Group
Illinois
$2.28M -$907K -10,290 -28%
EK
386
Evensky & Katz
Florida
$2.26M +$8.38K +95 +0.4%
GIM
387
Goelzer Investment Management
Indiana
$2.26M
GBT
388
Grove Bank & Trust
Florida
$2.26M
ITIM
389
Indiana Trust & Investment Management
Indiana
$2.24M -$139K -1,578 -6%
VFA
390
Valeo Financial Advisors
Indiana
$2.24M +$2.38K +27 +0.1%
LGWM
391
Litman Gregory Wealth Management
California
$2.2M
OLA
392
Oliver Luxxe Assets
New Jersey
$2.18M +$705 +8 +0%
RIS
393
Retirement Income Solutions
Michigan
$2.17M
NFG
394
Nations Financial Group
Iowa
$2.14M +$2.91K +33 +0.1%
EIG
395
Ellenbecker Investment Group
Wisconsin
$2.13M -$207K -2,354 -9%
MAG
396
Members Advisory Group
New York
$2.12M +$214K +2,426 +11%
DC
397
Davenport & Co
Virginia
$2.09M +$384K +4,354 +22%
CFP
398
Catalyst Financial Partners
Massachusetts
$2.09M +$66.4K +753 +3%
FBB
399
Fulton Breakefield Broenniman
Maryland
$2.08M -$45.8K -520 -2%
HWA
400
Heritage Wealth Advisors
Virginia
$2.08M