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iShares Russell Mid-Cap ETF

1,249 hedge funds and large institutions have $27.1B invested in iShares Russell Mid-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 380 increasing their positions, 473 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,249
Holders Change
+6
Holders Change %
+0.48%
% of All Funds
18.11%
Holding in Top 10
64
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.93%
New
86
Increased
380
Reduced
473
Closed
61
Calls
$12.4M
Puts
$976K
Net Calls
+$11.4M
Net Calls Change
-$2.65M
Name Holding Trade Value Shares
Change
Shares
Change %
CCWM
576
Cassaday & Co Wealth Management
Virginia
$953K +$8.75K +104 +0.9%
UBV
577
United Bank (Virginia)
Virginia
$952K -$16.4K -195 -2%
PL
578
Parthenon LLC
Kentucky
$952K +$271K +3,226 +40%
HIA
579
Harbor Investment Advisory
Maryland
$952K
FFB
580
First Financial Bankshares
Texas
$948K
BBHC
581
Brown Brothers Harriman & Co
New York
$942K -$944K -11,231 -50%
WDL
582
Well Done LLC
Michigan
$939K -$1.38M -16,404 -59%
TFS
583
Thoroughbred Financial Services
Tennessee
$936K -$2.19M -26,065 -70%
LNWWM
584
Laird Norton Wetherby Wealth Management
California
$926K -$5.13K -61 -0.6%
Wealthfront Advisers
585
Wealthfront Advisers
California
$913K -$82.7K -984 -8%
MW
586
Marcum Wealth
Ohio
$909K -$31.2K -371 -3%
FIA
587
Foundations Investment Advisors
Arizona
$902K -$2.69K -32 -0.3%
DSC
588
Duncker Streett & Co
Missouri
$901K
JWM
589
Jupiter Wealth Management
Colorado
$897K
SCA
590
Sandy Cove Advisors
Massachusetts
$896K +$357K +4,250 +66%
W
591
Wealthquest
Ohio
$896K +$5.55K +66 +0.6%
OSAM
592
O'Shaughnessy Asset Management
Connecticut
$887K +$104K +1,239 +13%
PWP
593
Perfromance Wealth Partners
Illinois
$883K
WAG
594
Winthrop Advisory Group
Massachusetts
$883K -$3.29M -39,065 -79%
CIA
595
Concurrent Investment Advisors
Florida
$881K -$11.4K -136 -1%
OA
596
Operose Advisors
Wisconsin
$875K +$420 +5 +0%
MCM
597
MidAtlantic Capital Management
Virginia
$873K -$2.02K -24 -0.2%
NCM
598
Narwhal Capital Management
Georgia
$860K -$3.62K -43 -0.4%
CAM
599
Columbia Asset Management
Michigan
$860K
PFWA
600
Paces Ferry Wealth Advisors
Georgia
$855K -$194K -2,307 -18%