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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 %
SFA
551
Seneca Financial Advisors
New York
$1.25M +$16.9K +191 +1%
C
552
Certuity
Florida
$1.25M -$248K -2,808 -17%
MMG
553
Monetary Management Group
Missouri
$1.24M +$4.42K +50 +0.4%
SIA
554
SeaBridge Investment Advisors
New Jersey
$1.24M
PTC
555
Philadelphia Trust Company
Pennsylvania
$1.23M -$208K -2,352 -14%
AWP
556
Avid Wealth Partners
Texas
$1.23M +$1.23M +13,869 New
YIH
557
Y-Intercept (HK)
Hong Kong
$1.23M -$70.2K -794 -5%
DWMS
558
Dominguez Wealth Management Solutions
Virginia
$1.22M -$8.84K -100 -0.7%
LWM
559
Lyell Wealth Management
California
$1.22M -$53K -600 -4%
AF
560
Atala Financial
California
$1.22M +$1.22M +13,760 New
GAG
561
GM Advisory Group
New York
$1.21M +$51.6K +584 +4%
PIMG
562
Patriot Investment Management Group
Tennessee
$1.19M
PPP
563
Private Portfolio Partners
New Jersey
$1.19M -$4.95K -56 -0.4%
CWM
564
Calamos Wealth Management
Illinois
$1.19M +$6.1K +69 +0.5%
FNBOO
565
First National Bank of Omaha
Nebraska
$1.18M
RDFA
566
Ritter Daniher Financial Advisory
Ohio
$1.18M -$11.7K -132 -1%
TFGT
567
TS Financial Group (TSFG)
Illinois
$1.18M +$88 +1 +0%
SW
568
SVB Wealth
Massachusetts
$1.17M +$1.17M +13,220 New
CWA
569
Centennial Wealth Advisory
Michigan
$1.16M -$4.24K -48 -0.4%
RC
570
Roundview Capital
New Jersey
$1.16M
RWB
571
RMR Wealth Builders
New Jersey
$1.15M -$41.3K -467 -3%
VPIM
572
Vanguard Personalized Indexing Management
California
$1.15M -$191K -2,159 -14%
SCM
573
Sterling Capital Management
North Carolina
$1.15M +$12.7K +144 +1%
CA
574
Continuum Advisory
Idaho
$1.14M +$265 +3 +0%
CNAM
575
Campbell Newman Asset Management
Wisconsin
$1.14M