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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 %
CTA
401
Chesley Taft & Associates
Illinois
$2.29M -$4.42K -50 -0.2%
BB
402
Busey Bank
Illinois
$2.29M -$47.2K -534 -2%
EK
403
Evensky & Katz
Florida
$2.27M +$7.16K +81 +0.3%
GBT
404
Grove Bank & Trust
Florida
$2.26M
GIM
405
Goelzer Investment Management
Indiana
$2.26M -$2.12K -24 -0.1%
AWM
406
Apollon Wealth Management
South Carolina
$2.26M +$213K +2,411 +10%
NFP
407
Narus Financial Partners
Utah
$2.25M +$1.64M +18,543 +267%
LGWM
408
Litman Gregory Wealth Management
California
$2.25M +$49.9K +565 +2%
EW
409
Elyxium Wealth
California
$2.25M +$286K +3,237 +15%
AI
410
Atria Investments
North Carolina
$2.25M +$1.89M +21,363 +525%
ITIM
411
Indiana Trust & Investment Management
Indiana
$2.25M -$2.12K -24 -0.1%
RIS
412
Retirement Income Solutions
Michigan
$2.23M +$50.3K +569 +2%
Neuberger Berman Group
413
Neuberger Berman Group
New York
$2.19M +$1.6M +18,135 +273%
GI
414
GAMMA Investing
California
$2.18M +$355K +4,016 +19%
NFG
415
Nations Financial Group
Iowa
$2.17M +$24K +271 +1%
PA
416
Pinnacle Associates
New York
$2.17M +$301K +3,400 +16%
AWP
417
Axis Wealth Partners
Rhode Island
$2.14M +$2.14M +24,252 New
AIMC
418
Alley Investment Management Company
Illinois
$2.12M +$137K +1,545 +7%
EIG
419
Ellenbecker Investment Group
Wisconsin
$2.12M -$17.1K -193 -0.8%
1WM
420
1900 Wealth Management
Texas
$2.09M +$5.57K +63 +0.3%
WAP
421
Wealthcare Advisory Partners
Pennsylvania
$2.08M +$28.7K +325 +1%
HWA
422
Heritage Wealth Advisors
Virginia
$2.08M -$4.6K -52 -0.2%
SAG
423
SageView Advisory Group
California
$2.08M +$662K +7,494 +47%
MFP
424
Meridian Financial Partners
Virginia
$2.08M +$10.3K +116 +0.5%
VVP
425
Venture Visionary Partners
Ohio
$2.07M +$117K +1,321 +6%