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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 %
AIA
601
Armor Investment Advisors
North Carolina
$851K -$4.04K -48 -0.5%
PWLP
602
Prio Wealth Limited Partnership
Massachusetts
$849K +$61.6K +732 +8%
CCWA
603
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$846K -$263K -3,124 -24%
BCM
604
Brasada Capital Management
Texas
$843K +$407K +4,835 +93%
BW
605
BIP Wealth
Georgia
$839K +$37.3K +443 +5%
IF
606
Ironwood Financial
Arizona
$835K +$168 +2 +0%
JHCP
607
Jackson Hole Capital Partners
Oklahoma
$833K
AWG
608
Altus Wealth Group
Colorado
$826K -$241K -2,866 -23%
LIM
609
Leavell Investment Management
Alabama
$826K -$112K -1,332 -12%
SIM
610
Stratos Investment Management
Ohio
$822K -$673K -8,000 -45%
BCG
611
Breakwater Capital Group
New Jersey
$813K +$542K +6,441 +200%
ECG
612
EPIQ Capital Group
California
$812K +$2.1K +25 +0.3%
D
613
Dentgroup
Louisiana
$806K +$360K +4,281 +81%
IF
614
Intrua Financial
Texas
$805K -$8.41K -100 -1%
C
615
Certuity
Florida
$801K +$133K +1,580 +20%
QCM
616
QRG Capital Management
Illinois
$800K +$457K +5,431 +133%
NSIM
617
North Star Investment Management
Illinois
$798K +$101K +1,200 +14%
RCM
618
Radnor Capital Management
Pennsylvania
$793K -$263K -3,130 -25%
LOPW
619
Live Oak Private Wealth
North Carolina
$786K
ACA
620
Aptus Capital Advisors
Alabama
$777K +$41.1K +489 +6%
ANBT
621
American National Bank & Trust
Texas
$772K
BWM
622
Baron Wealth Management
Michigan
$764K -$6.64K -79 -0.9%
FPCG
623
Forum Private Client Group
Indiana
$762K -$240K -2,859 -24%
SWM
624
Selective Wealth Management
Virginia
$762K +$762K +9,299 New
TCOTS
625
Trust Company of the South
North Carolina
$761K