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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 %
Wealthfront Advisers
551
Wealthfront Advisers
California
$1.04M +$161K +1,982 +18%
OAM
552
Occidental Asset Management
California
$1.03M
CAS
553
Coppell Advisory Solutions
Texas
$1.02M +$1.02M +12,591 New
KA
554
Klingman & Associates
New York
$1.02M +$9.89K +122 +1%
SW
555
SVB Wealth
Massachusetts
$1.02M
CA
556
Continuum Advisory
Idaho
$1.01M -$11.8K -146 -1%
SS
557
Sunbelt Securities
Texas
$1.01M -$15.8K -195 -2%
BFEC
558
Benjamin F. Edwards & Company
Missouri
$1.01M +$7.62K +94 +0.8%
GI
559
Gradient Investments
Minnesota
$1.01M +$787K +9,707 +359%
DAS
560
Dynamic Advisor Solutions
Arizona
$1.01M -$20.9K -258 -2%
GA
561
Goldstein Advisors
Wisconsin
$1M
AI
562
Atria Investments
North Carolina
$1,000K -$395K -4,868 -28%
LNWWM
563
Laird Norton Wetherby Wealth Management
California
$987K +$94.9K +1,171 +11%
AWM
564
Axxcess Wealth Management
California
$984K
AAS
565
Ameritas Advisory Services
Nebraska
$981K +$162 +2 +0%
PVAMC
566
PPS&V Asset Management Consultants
Michigan
$979K -$320K -3,947 -25%
PWMAG
567
Pinnacle Wealth Management Advisory Group
New Jersey
$957K
AWM
568
Avior Wealth Management
Nebraska
$952K +$586K +7,230 +160%
OIS
569
Okabena Investment Services
Minnesota
$945K
CA
570
Cullinan Associates
Kentucky
$941K
ACM
571
Advisors Capital Management
New Jersey
$940K -$12.3K -152 -1%
CCWM
572
Cassaday & Co Wealth Management
Virginia
$937K +$18.1K +223 +2%
JWM
573
Jupiter Wealth Management
Colorado
$934K
PHIC
574
Pine Haven Investment Counsel
Massachusetts
$934K
HT
575
Heritage Trust
Oklahoma
$933K -$54.1K -667 -5%