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iShares Russell Mid-Cap ETF

1,284 hedge funds and large institutions have $29.7B invested in iShares Russell Mid-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 401 increasing their positions, 417 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,284
Holders Change
+50
Holders Change %
+4.05%
% of All Funds
18.57%
Holding in Top 10
68
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.62%
% of All Funds
0.98%
New
111
Increased
401
Reduced
417
Closed
46
Calls
$7.9M
Puts
$2.34M
Net Calls
+$5.56M
Net Calls Change
-$269K
Name Holding Trade Value Shares
Change
Shares
Change %
MWA
526
Midland Wealth Advisors
Illinois
$1.26M +$1.26M +14,273 New
CIA
527
Choate Investment Advisors
Massachusetts
$1.25M
RCM
528
Radnor Capital Management
Pennsylvania
$1.25M +$1.25M +14,120 New
BC
529
Bricktown Capital
Michigan
$1.24M -$167K -1,900 -12%
BHIA
530
Birch Hill Investment Advisors
Massachusetts
$1.24M
SIA
531
SeaBridge Investment Advisors
New Jersey
$1.23M
MMG
532
Monetary Management Group
Missouri
$1.23M +$17.6K +200 +1%
SFA
533
Seneca Financial Advisors
New York
$1.23M +$5.02K +57 +0.4%
DWMS
534
Dominguez Wealth Management Solutions
Virginia
$1.22M +$1.06K +12 +0.1%
BTI
535
Blue Trust Inc
Georgia
$1.2M +$148K +1,831 +14%
PPP
536
Private Portfolio Partners
New Jersey
$1.19M +$1.19M +13,530 New
Qube Research & Technologies (QRT)
537
Qube Research & Technologies (QRT)
United Kingdom
$1.19M +$389K +4,411 +48%
RWB
538
RMR Wealth Builders
New Jersey
$1.19M -$189K -2,149 -14%
PIMG
539
Patriot Investment Management Group
Tennessee
$1.19M
RDFA
540
Ritter Daniher Financial Advisory
Ohio
$1.18M -$176 -2 -0%
CA
541
Continuum Advisory
Idaho
$1.18M +$31.5K +343 +3%
CWM
542
Calamos Wealth Management
Illinois
$1.18M -$632K -7,166 -35%
FNBOO
543
First National Bank of Omaha
Nebraska
$1.18M
PIA
544
Perennial Investment Advisors
California
$1.17M +$1.94K +22 +0.2%
TFGT
545
TS Financial Group (TSFG)
Illinois
$1.17M +$5.55K +63 +0.5%
CWA
546
Centennial Wealth Advisory
Michigan
$1.17M -$1.92M -21,757 -62%
LSPW
547
Lake Street Private Wealth
Illinois
$1.16M -$773K -8,767 -40%
RC
548
Roundview Capital
New Jersey
$1.16M
GAG
549
GM Advisory Group
New York
$1.16M +$213K +2,418 +23%
EARNEST Partners
550
EARNEST Partners
Georgia
$1.15M -$1.53M -17,385 -57%