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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 %
VWM
451
Venturi Wealth Management
Texas
$1.82M
EB
452
Eastern Bank
Massachusetts
$1.82M -$21.8K -247 -1%
BTW
453
Boston Trust Walden
Massachusetts
$1.81M +$99.5K +1,125 +6%
WIA
454
World Investment Advisors
California
$1.81M +$836K +9,452 +86%
HS
455
Horan Securities
United States
$1.81M -$1.5M -16,919 -45%
RBC
456
Roble Belko & Company
Pennsylvania
$1.8M +$1.5M +16,984 +512%
HWA
457
Hilltop Wealth Advisors
North Carolina
$1.78M -$213K -2,411 -11%
JWA
458
JFS Wealth Advisors
Pennsylvania
$1.77M -$32.6K -369 -2%
WPC
459
White Pine Capital
Minnesota
$1.77M +$3.45K +39 +0.2%
SWA
460
Stratos Wealth Advisors
Ohio
$1.75M -$213K -2,415 -11%
DWP
461
Daymark Wealth Partners
Ohio
$1.75M +$66.8K +756 +4%
JPG
462
Jordan Park Group
California
$1.75M -$184K -2,080 -10%
SCA
463
Sage Capital Advisors
South Dakota
$1.73M -$36.9K -417 -2%
LT
464
Legacy Trust
Michigan
$1.73M +$48.6K +550 +3%
Lazard Asset Management
465
Lazard Asset Management
New York
$1.72M
AF
466
Allworth Financial
California
$1.71M +$1.07M +11,620 +168%
HSA
467
HBK Sorce Advisory
Pennsylvania
$1.7M -$68.1K -770 -4%
PP
468
Postrock Partners
Oregon
$1.67M +$1.67M +18,921 New
PMG
469
Private Management Group
California
$1.67M
SA
470
Strategic Advisors
New York
$1.67M +$562K +6,356 +51%
FLPIM
471
F.L. Putnam Investment Management
Massachusetts
$1.66M -$6.19K -70 -0.4%
WPC
472
Waters Parkerson & Co
Louisiana
$1.66M
CGA
473
Crescent Grove Advisors
Illinois
$1.66M +$354K +4,005 +27%
SB
474
Simmons Bank
Arkansas
$1.66M +$49.4K +559 +3%
ZB
475
Zions Bancorporation
Utah
$1.62M