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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 %
KWM
401
Kingsview Wealth Management
Oregon
$2M +$123K +1,513 +7%
RIS
402
Retirement Income Solutions
Michigan
$2M -$336K -4,144 -14%
NFG
403
Nations Financial Group
Iowa
$1.96M -$2.19K -27 -0.1%
1WM
404
1900 Wealth Management
Texas
$1.96M +$261K +3,215 +15%
FBB
405
Fulton Breakefield Broenniman
Maryland
$1.95M -$37.2K -459 -2%
AP
406
Appleton Partners
Massachusetts
$1.95M -$66.2K -816 -3%
PA
407
Procyon Advisors
Connecticut
$1.94M +$350K +4,321 +22%
PBO
408
Peoples Bank (Ohio)
Ohio
$1.94M -$72.6K -896 -4%
FMWA
409
Forvis Mazars Wealth Advisors
Missouri
$1.93M -$66.5K -820 -3%
MFP
410
Meridian Financial Partners
Virginia
$1.93M +$1.93M +22,975 New
HWA
411
Heritage Wealth Advisors
Virginia
$1.91M +$54.6K +673 +3%
LC
412
LCNB Corp
Ohio
$1.9M -$37.7K -465 -2%
BB
413
Busey Bank
Illinois
$1.89M -$32.9K -406 -2%
FC
414
Fulcrum Capital
Washington
$1.88M
VVP
415
Venture Visionary Partners
Ohio
$1.87M +$8.43K +104 +0.5%
CFP
416
Catalyst Financial Partners
Massachusetts
$1.86M +$348K +4,288 +23%
GS
417
GTS Securities
New York
$1.86M +$1.86M +22,885 New
WAM
418
Weatherly Asset Management
California
$1.85M -$116K -1,425 -6%
BFO
419
Boston Family Office
Massachusetts
$1.85M
BBNA
420
Bremer Bank National Association
Minnesota
$1.84M
FT
421
Fiduciary Trust
Massachusetts
$1.84M +$79.9K +985 +5%
HAFS
422
Hapanowicz & Associates Financial Services
Pennsylvania
$1.84M +$34.7K +428 +2%
WAP
423
Wealthcare Advisory Partners
Pennsylvania
$1.83M +$177K +2,178 +11%
HSA
424
HBK Sorce Advisory
Pennsylvania
$1.83M -$188K -2,318 -9%
AWM
425
Apollon Wealth Management
South Carolina
$1.8M -$154K -1,897 -8%