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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 %
PSA
501
Plum Street Advisors
Louisiana
$1.5M
FW
502
Fairway Wealth
Ohio
$1.5M +$4.86K +55 +0.3%
WB
503
Webster Bank
Connecticut
$1.5M -$46.5K -526 -3%
SCA
504
Southern Capital Advisors
Tennessee
$1.48M +$13.2K +149 +0.9%
CCG
505
Cypress Capital Group
Florida
$1.47M -$479K -5,422 -25%
Citadel Advisors
506
Citadel Advisors
Florida
$1.47M -$3.04M -34,436 -67%
SFWC
507
Strategic Family Wealth Counselors
New Jersey
$1.46M +$32.4K +366 +2%
GF
508
Gries Financial
Ohio
$1.46M +$189K +2,135 +15%
CWM
509
Connecticut Wealth Management
Connecticut
$1.45M -$22.5K -255 -2%
GCM
510
Generation Capital Management
New York
$1.45M +$1.45M +16,374 New
AB
511
Atlas Brown
Kentucky
$1.44M +$177 +2 +0%
FFA
512
Farther Finance Advisors
California
$1.44M +$1.34M +15,146 +1,383%
SIA
513
Summit Investment Advisors
Maryland
$1.42M +$1.42M +15,427 New
FHB
514
First Hawaiian Bank
Hawaii
$1.42M
BEAM
515
Baker Ellis Asset Management
Washington
$1.42M
MA
516
MBA Advisors
Pennsylvania
$1.42M -$439K -4,965 -24%
IA
517
IFG Advisors
Missouri
$1.41M +$9.72K +110 +0.7%
SFC
518
Strategic Financial Concepts
Texas
$1.41M +$928K +10,493 +192%
VCM
519
Vivaldi Capital Management
Illinois
$1.41M +$28.5K +310 +2%
EFA
520
Evernest Financial Advisors
Indiana
$1.41M -$3.09K -35 -0.2%
BFM
521
Boston Financial Management
Massachusetts
$1.4M -$7.07K -80 -0.5%
CWAG
522
Compton Wealth Advisory Group
Virginia
$1.4M +$4.07K +46 +0.3%
PWMAG
523
Pinnacle Wealth Management Advisory Group
New Jersey
$1.4M +$353K +3,989 +34%
GVAG
524
Great Valley Advisor Group
Delaware
$1.39M -$9.28K -105 -0.7%
MWM
525
Moulton Wealth Management
Washington
$1.38M +$1.38M +15,663 New