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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 %
FWP
376
FAS Wealth Partners
Kansas
$2.64M -$51K -577 -2%
JWCA
377
J.W. Cole Advisors
Florida
$2.63M -$222K -2,506 -8%
PFA
378
Pathway Financial Advisors
Vermont
$2.62M -$24.3K -275 -0.9%
HIP
379
HUB Investment Partners
Texas
$2.58M
DP
380
Denver PWM
Colorado
$2.56M -$81.5K -922 -3%
FRA
381
Frank Rimerman Advisors
California
$2.54M -$12.6K -142 -0.5%
CPIG
382
Chicago Partners Investment Group
Illinois
$2.53M -$3.11K -35 -0.1%
PPW
383
Pasadena Private Wealth
California
$2.52M
JF
384
JSF Financial
California
$2.51M -$57.2K -647 -2%
SFS
385
Summit Financial Strategies
Ohio
$2.51M -$20.3K -230 -0.8%
SWA
386
SOA Wealth Advisors
New York
$2.51M +$128K +1,452 +5%
BAM
387
BLKBRD Asset Management
Connecticut
$2.5M +$2.5M +28,270 New
SMC
388
Smith, Moore & Co
Missouri
$2.49M +$22.6K +256 +0.9%
MBI
389
May Barnhard Investments
Maryland
$2.48M
DI
390
DAGCO Inc
Ohio
$2.44M -$112K -1,272 -4%
DA
391
Dover Advisors
Virginia
$2.4M +$93.3K +1,055 +4%
HP
392
HT Partners
Connecticut
$2.38M
PTC
393
Private Trust Company
Ohio
$2.38M -$5.83K -66 -0.2%
CFA
394
Cahill Financial Advisors
Minnesota
$2.38M +$28.6K +323 +1%
VA
395
Valmark Advisers
Ohio
$2.37M -$66.5K -752 -3%
MCWS
396
McKinley Carter Wealth Services
West Virginia
$2.36M -$4.69K -53 -0.2%
MG
397
Mather Group
Illinois
$2.35M +$63.2K +715 +3%
VFA
398
Valeo Financial Advisors
Indiana
$2.34M +$93.9K +1,062 +4%
NGA
399
Naples Global Advisors
Florida
$2.31M -$23.2K -263 -1%
RCA
400
Resonant Capital Advisors
Wisconsin
$2.3M