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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 %
SWA
426
Stratos Wealth Advisors
Ohio
$1.79M +$153K +1,883 +9%
HWA
427
Hilltop Wealth Advisors
North Carolina
$1.79M +$16.5K +204 +0.9%
WF
428
Welch & Forbes
Massachusetts
$1.79M -$13.4K -166 -0.7%
JPG
429
Jordan Park Group
California
$1.78M -$529K -6,528 -23%
LSPW
430
Lake Street Private Wealth
Illinois
$1.78M +$177K +2,188 +11%
RVPG
431
Relative Value Partners Group
$1.78M +$1.4M +17,236 +363%
FMTC
432
Farmers & Merchants Trust Company
California
$1.78M -$372K -4,589 -17%
STA
433
Smith Thornton Advisors
Alabama
$1.77M +$1.77M +21,814 New
MAG
434
Members Advisory Group
New York
$1.75M +$1.51M +18,600 +617%
AA
435
Ancora Advisors
Ohio
$1.75M -$66.1K -815 -4%
MA
436
MBA Advisors
Pennsylvania
$1.71M -$97.3K -1,200 -5%
VWM
437
Venturi Wealth Management
Texas
$1.67M
PA
438
Pinnacle Associates
New York
$1.67M -$33.4K -412 -2%
CWM
439
Calamos Wealth Management
Illinois
$1.66M
LW
440
Linscomb Wealth
Texas
$1.65M -$9.41K -116 -0.6%
PFS
441
Prospera Financial Services
Texas
$1.64M -$68.2K -840 -4%
JWA
442
JFS Wealth Advisors
Pennsylvania
$1.63M
PCA
443
Pallas Capital Advisors
Massachusetts
$1.63M -$43K -513 -3%
OIA
444
OneDigital Investment Advisors
Kansas
$1.62M +$419K +5,170 +35%
Lazard Asset Management
445
Lazard Asset Management
New York
$1.58M
DC
446
Davenport & Co
Virginia
$1.57M +$117K +1,440 +8%
SI
447
Saxon Interests
Texas
$1.57M +$156K +1,922 +11%
PTC
448
Private Trust Company
Ohio
$1.57M -$93.4K -1,152 -6%
BTW
449
Boston Trust Walden
Massachusetts
$1.57M
USCWA
450
U.S. Capital Wealth Advisors
Texas
$1.56M +$484K +5,970 +45%