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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 %
SCM
576
Sunbeam Capital Management
Georgia
$1.13M +$1.13M +12,752 New
OAM
577
Occidental Asset Management
California
$1.13M
SWP
578
Sagespring Wealth Partners
Tennessee
$1.12M +$1.12M +12,700 New
AWM
579
Avior Wealth Management
Nebraska
$1.11M +$62.4K +706 +6%
GA
580
Goldstein Advisors
Wisconsin
$1.11M -$25.2K -285 -2%
TCM
581
Traynor Capital Management
Pennsylvania
$1.1M +$1.1M +12,498 New
KA
582
Klingman & Associates
New York
$1.1M
BEI
583
Benjamin Edwards Inc
Missouri
$1.1M -$2.21K -25 -0.2%
SS
584
Sunbelt Securities
Texas
$1.09M -$23.3K -264 -2%
AAS
585
Ameritas Advisory Services
Nebraska
$1.09M +$430K +4,862 +65%
MAV
586
Mason & Associates (Virginia)
Virginia
$1.08M -$55.5K -628 -5%
SW
587
Simplicity Wealth
New Jersey
$1.08M +$442 +5 +0%
LNWWM
588
Laird Norton Wetherby Wealth Management
California
$1.08M
PVAMC
589
PPS&V Asset Management Consultants
Michigan
$1.07M
RCM
590
Radnor Capital Management
Pennsylvania
$1.06M -$184K -2,080 -15%
OIS
591
Okabena Investment Services
Minnesota
$1.06M +$29.2K +330 +3%
CTC
592
Central Trust Company
Missouri
$1.05M +$72.8K +823 +7%
OFP
593
OFC Financial Planning
New Jersey
$1.04M +$1.04M +11,756 New
RhumbLine Advisers
594
RhumbLine Advisers
Massachusetts
$1.04M -$396K -4,481 -28%
HT
595
Heritage Trust
Oklahoma
$1.04M +$1.04M +11,712 New
PHIC
596
Pine Haven Investment Counsel
Massachusetts
$1.02M
BCM
597
Brasada Capital Management
Texas
$1.01M +$153K +1,728 +18%
CCWM
598
Cassaday & Co Wealth Management
Virginia
$1M
WDL
599
Well Done LLC
Michigan
$990K
CG
600
Caprock Group
Idaho
$979K -$324K -3,660 -25%