IWR icon

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 %
WTFG
526
Wells Trecaso Financial Group
Ohio
$1.16M +$199K +2,456 +21%
EB
527
Eastern Bank
Massachusetts
$1.15M -$657K -8,105 -36%
CIA
528
Choate Investment Advisors
Massachusetts
$1.15M
BHIA
529
Birch Hill Investment Advisors
Massachusetts
$1.14M
SIA
530
SeaBridge Investment Advisors
New Jersey
$1.14M +$1.14M +14,001 New
SFA
531
Seneca Financial Advisors
New York
$1.13M +$2.84K +35 +0.3%
EAM
532
Empirical Asset Management
Massachusetts
$1.13M +$1.13M +13,880 New
DWMS
533
Dominguez Wealth Management Solutions
Virginia
$1.12M -$15.9K -196 -1%
CSPIA
534
Cary Street Partners Investment Advisory
Virginia
$1.12M +$34.8K +429 +3%
MMG
535
Monetary Management Group
Missouri
$1.12M +$32.4K +400 +3%
BFA
536
Bill Few Associates
Pennsylvania
$1.1M
PIMG
537
Patriot Investment Management Group
Tennessee
$1.09M
BTI
538
Blue Trust Inc
Georgia
$1.09M
CBT
539
Central Bank & Trust
Kentucky
$1.09M -$6.65K -82 -0.6%
RDFA
540
Ritter Daniher Financial Advisory
Ohio
$1.09M -$27.3K -337 -2%
CAG
541
Csenge Advisory Group
Florida
$1.08M +$1.08M +13,376 New
FNBOO
542
First National Bank of Omaha
Nebraska
$1.08M +$17K +210 +2%
PIA
543
Perennial Investment Advisors
California
$1.08M -$60.3K -744 -5%
TFGT
544
TS Financial Group (TSFG)
Illinois
$1.07M
TWC
545
TD Waterhouse Canada
Ontario, Canada
$1.07M -$37.7K -468 -3%
RC
546
Roundview Capital
New Jersey
$1.07M -$64.9K -800 -6%
MAV
547
Mason & Associates (Virginia)
Virginia
$1.06M +$1.06M +13,107 New
SIAS
548
Summit Investment Advisory Services
Minnesota
$1.06M +$449K +5,542 +74%
GAA
549
Guardian Asset Advisors
Pennsylvania
$1.04M -$327K -4,031 -24%
CNAM
550
Campbell Newman Asset Management
Wisconsin
$1.04M