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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 %
MAV
551
Mason & Associates (Virginia)
Virginia
$1.14M -$19.7K -223 -2%
CRWM
552
Castle Rock Wealth Management
California
$1.14M -$1.13M -12,942 -50%
SCM
553
Sterling Capital Management
North Carolina
$1.13M +$1.13M +12,848 New
CNAM
554
Campbell Newman Asset Management
Wisconsin
$1.13M
PCA
555
Prosperity Capital Advisors
Ohio
$1.13M -$365K -4,136 -24%
GA
556
Goldstein Advisors
Wisconsin
$1.13M +$35.5K +403 +3%
OAM
557
Occidental Asset Management
California
$1.12M
SS
558
Sunbelt Securities
Texas
$1.11M +$10.7K +121 +1%
SA
559
Strategic Advisors
New York
$1.1M +$271K +3,074 +33%
FI
560
Financial Insights
Washington
$1.1M -$1.31M -14,869 -54%
KA
561
Klingman & Associates
New York
$1.1M -$5.91K -67 -0.5%
BEI
562
Benjamin Edwards Inc
Missouri
$1.09M +$1.09M +12,413 New
ZIM
563
Zacks Investment Management
Illinois
$1.09M +$87.9K +997 +9%
DAS
564
Dynamic Advisor Solutions
Arizona
$1.08M -$16.3K -185 -1%
State Street
565
State Street
Massachusetts
$1.08M -$617K -7,000 -36%
SW
566
Simplicity Wealth
New Jersey
$1.07M -$7.39M -83,793 -87%
LNWWM
567
Laird Norton Wetherby Wealth Management
California
$1.07M +$88 +1 +0%
AWM
568
Axxcess Wealth Management
California
$1.07M -$4.58K -52 -0.4%
PVAMC
569
PPS&V Asset Management Consultants
Michigan
$1.06M
NC
570
Napatree Capital
Rhode Island
$1.04M +$1.04M +11,855 New
AWM
571
Avior Wealth Management
Nebraska
$1.04M +$9.52K +108 +0.9%
NRC
572
New Republic Capital
North Carolina
$1.04M -$558K -6,326 -35%
PWMAG
573
Pinnacle Wealth Management Advisory Group
New Jersey
$1.04M
CBT
574
Central Bank & Trust
Kentucky
$1.04M -$150K -1,702 -13%
CA
575
Cullinan Associates
Kentucky
$1.04M