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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 %
WFA
526
WestHill Financial Advisors
California
$1.38M +$1.33K +15 +0.1%
UF
527
Univest Financial
Pennsylvania
$1.37M -$294K -3,330 -18%
MWA
528
Midland Wealth Advisors
Illinois
$1.37M +$105K +1,189 +8%
KBFS
529
Kohmann Bosshard Financial Services
Ohio
$1.37M +$27.4K +310 +2%
FA
530
Fiducient Advisors
Illinois
$1.37M +$3.01K +34 +0.2%
NC
531
Napatree Capital
Rhode Island
$1.36M +$310K +3,510 +30%
TSS
532
Two Sigma Securities
New York
$1.35M +$17.9K +203 +1%
WPA
533
West Paces Advisors
Georgia
$1.35M
SW
534
SlateStone Wealth
Florida
$1.35M -$22.8K -258 -2%
LWM
535
Luminvest Wealth Management
Arizona
$1.33M -$88 -1 -0%
BCA
536
Bay Colony Advisors
Massachusetts
$1.33M +$4.42K +50 +0.3%
MA
537
MONECO Advisors
Connecticut
$1.32M +$52.7K +596 +4%
CSP
538
Cary Street Partners
Virginia
$1.32M +$1.32M +14,925 New
TWC
539
TD Waterhouse Canada
Ontario, Canada
$1.32M -$326K -3,686 -20%
MBT
540
Montecito Bank & Trust
California
$1.31M -$21K -237 -2%
EAM
541
Empirical Asset Management
Massachusetts
$1.31M +$35.4K +400 +3%
RFW
542
Rainier Family Wealth
Washington
$1.3M +$1.3M +14,662 New
OC
543
Oppenheimer & Co
New York
$1.29M +$29.3K +331 +2%
MF
544
Montis Financial
Massachusetts
$1.29M +$1.29M +14,605 New
KC
545
Knuff & Co
California
$1.28M +$1.28M +14,461 New
PAS
546
Park Avenue Securities
New York
$1.27M +$553K +6,255 +77%
BFA
547
Bill Few Associates
Pennsylvania
$1.26M
OSAM
548
O'Shaughnessy Asset Management
Connecticut
$1.26M +$346K +3,913 +38%
CIA
549
Choate Investment Advisors
Massachusetts
$1.26M +$8.22K +93 +0.7%
WCWM
550
Wooster Corthell Wealth Management
Connecticut
$1.26M -$35.7K -404 -3%