IWR icon

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 %
AP
426
Appleton Partners
Massachusetts
$2.05M -$3.54K -40 -0.2%
FC
427
Fulcrum Capital
Washington
$2.05M
FBB
428
Fulton Breakefield Broenniman
Maryland
$2.04M -$46.1K -522 -2%
BWM
429
BankPlus Wealth Management
Mississippi
$2.03M +$2.03M +22,997 New
BFO
430
Boston Family Office
Massachusetts
$2.01M
BBNA
431
Bremer Bank National Association
Minnesota
$2.01M
WF
432
Welch & Forbes
Massachusetts
$2M
LC
433
LCNB Corp
Ohio
$2M -$22.5K -254 -1%
SPC
434
Sigma Planning Corp
Michigan
$1.99M -$426K -4,817 -18%
PBO
435
Peoples Bank (Ohio)
Ohio
$1.99M -$22.2K -251 -1%
ARC
436
Advisor Resource Council
Texas
$1.97M +$1.97M +22,276 New
FMTC
437
Farmers & Merchants Trust Company
California
$1.96M +$17.7K +200 +0.9%
WAM
438
Weatherly Asset Management
California
$1.96M -$53K -600 -3%
HAFS
439
Hapanowicz & Associates Financial Services
Pennsylvania
$1.96M -$51.5K -583 -3%
FT
440
Fiduciary Trust
Massachusetts
$1.93M -$73.6K -833 -4%
AA
441
Ancora Advisors
Ohio
$1.91M -$4.95K -56 -0.3%
Wealthfront Advisers
442
Wealthfront Advisers
California
$1.9M +$535K +6,057 +39%
STA
443
Smith Thornton Advisors
Alabama
$1.88M -$39.4K -446 -2%
DWM
444
Dynasty Wealth Management
Florida
$1.87M +$1.87M +21,169 New
PA
445
Parallel Advisors
California
$1.87M +$274K +3,100 +17%
RWM
446
RKL Wealth Management
Pennsylvania
$1.86M +$572K +6,467 +44%
FMWA
447
Forvis Mazars Wealth Advisors
Missouri
$1.85M -$113K -1,281 -6%
MWM
448
Meridian Wealth Management
Kentucky
$1.85M +$8.4K +95 +0.5%
CC
449
Climber Capital
Switzerland
$1.84M +$1.84M +22,022 New
USCWA
450
U.S. Capital Wealth Advisors
Texas
$1.84M +$127K +1,432 +7%