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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 %
FNB
501
Farmers National Bank
Kentucky
$1.3M -$16.2K -200 -1%
BC
502
Bricktown Capital
Michigan
$1.29M
EFA
503
Evernest Financial Advisors
Indiana
$1.29M
BFM
504
Boston Financial Management
Massachusetts
$1.29M -$811 -10 -0.1%
CWAG
505
Compton Wealth Advisory Group
Virginia
$1.28M +$2.03K +25 +0.2%
RWB
506
RMR Wealth Builders
New Jersey
$1.27M -$119K -1,465 -9%
WFA
507
WestHill Financial Advisors
California
$1.27M -$25.9K -319 -2%
LWM
508
Luminvest Wealth Management
Arizona
$1.27M
IA
509
IFG Advisors
Missouri
$1.27M +$22.8K +281 +2%
CG
510
Cynosure Group
Utah
$1.24M -$155K -1,913 -11%
GVAG
511
Great Valley Advisor Group
Delaware
$1.24M +$63.1K +779 +5%
WPA
512
West Paces Advisors
Georgia
$1.24M
SW
513
SlateStone Wealth
Florida
$1.23M -$81.2K -1,002 -6%
KBFS
514
Kohmann Bosshard Financial Services
Ohio
$1.23M +$12.2K +151 +1%
VPIM
515
Vanguard Personalized Indexing Management
California
$1.22M +$192K +2,374 +19%
VCM
516
Vivaldi Capital Management
Illinois
$1.22M -$9.81K -121 -0.8%
SFWC
517
Strategic Family Wealth Counselors
New Jersey
$1.21M
BCA
518
Bay Colony Advisors
Massachusetts
$1.21M -$5.35K -66 -0.4%
CGA
519
Crescent Grove Advisors
Illinois
$1.2M +$568 +7 +0%
Ohio Public Employees Retirement System (OPERS)
520
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.2M -$77.9K -961 -6%
MBT
521
Montecito Bank & Trust
California
$1.19M -$492K -6,062 -29%
RWM
522
RKL Wealth Management
Pennsylvania
$1.19M -$8.43K -104 -0.7%
WCWM
523
Wooster Corthell Wealth Management
Connecticut
$1.19M -$25.3K -312 -2%
MA
524
MONECO Advisors
Connecticut
$1.18M -$46.5K -574 -4%
LWM
525
Lyell Wealth Management
California
$1.16M -$32.4K -400 -3%