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iShares Russell Mid-Cap ETF

1,234 hedge funds and large institutions have $27.4B invested in iShares Russell Mid-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 417 increasing their positions, 414 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,234
Holders Change
-15
Holders Change %
-1.2%
% of All Funds
17.95%
Holding in Top 10
65
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.56%
% of All Funds
0.95%
New
80
Increased
417
Reduced
414
Closed
79
Calls
$6.97M
Puts
$1.14M
Net Calls
+$5.83M
Net Calls Change
-$5.6M
Name Holding Trade Value Shares
Change
Shares
Change %
MW
601
Marcum Wealth
Ohio
$855K -$22.1K -272 -3%
CAC
602
Certified Advisory Corp
Florida
$851K +$223K +2,751 +36%
OA
603
Operose Advisors
Wisconsin
$844K +$405 +5 +0%
BCM
604
Brasada Capital Management
Texas
$842K +$13.7K +166 +2%
SCM
605
Saxony Capital Management
Missouri
$840K -$268K -3,304 -24%
OWP
606
Obermeyer Wealth Partners
Colorado
$835K +$335K +4,131 +67%
NCM
607
Narwhal Capital Management
Georgia
$830K
CIA
608
Capital Investment Advisors
Georgia
$829K +$387K +4,769 +87%
DSC
609
Duncker Streett & Co
Missouri
$828K -$40.5K -500 -5%
LGW
610
Leslie Global Wealth
Illinois
$827K +$827K +10,205 New
MCM
611
MidAtlantic Capital Management
Virginia
$826K -$15.9K -196 -2%
PFWA
612
Paces Ferry Wealth Advisors
Georgia
$823K -$1.3K -16 -0.2%
C
613
Certuity
Florida
$823K +$50.4K +622 +7%
CCWA
614
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$816K
GC
615
Grimes & Company
Massachusetts
$813K +$144K +1,772 +21%
PWLP
616
Prio Wealth Limited Partnership
Massachusetts
$808K -$10.5K -130 -1%
SFC
617
Strategic Financial Concepts
Texas
$807K +$784K +456,344 +3,333%
IF
618
Ironwood Financial
Arizona
$805K +$81 +1 +0%
AIA
619
Armor Investment Advisors
North Carolina
$805K -$15.2K -188 -2%
JHCP
620
Jackson Hole Capital Partners
Oklahoma
$805K +$2.11K +26 +0.3%
LIM
621
Leavell Investment Management
Alabama
$803K +$6.89K +85 +0.9%
WIA
622
World Investment Advisors
California
$798K +$516K +6,363 +183%
ANBT
623
American National Bank & Trust
Texas
$795K +$51.1K +630 +7%
BFA
624
Beacon Financial Advisory
Ohio
$792K +$263K +3,243 +50%
ECG
625
EPIQ Capital Group
California
$785K +$2.11K +26 +0.3%