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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 %
MOACM
626
Mutual of America Capital Management
New York
$760K +$50K +595 +7%
V
627
ViaWealth
Kansas
$758K
GWANC
628
Guardian Wealth Advisors (North Carolina)
North Carolina
$754K +$18.5K +220 +3%
B
629
Bensler
Washington
$754K +$5.21K +62 +0.7%
GRP
630
Global Retirement Partners
California
$751K -$16K -190 -2%
NRG
631
Nemes Rush Group
Michigan
$745K
RPGK
632
Retirement Planning Group (Kansas)
Kansas
$737K +$336 +4 +0%
MWM
633
Mission Wealth Management
California
$736K +$133K +1,584 +22%
LP
634
LGL Partners
Pennsylvania
$733K +$1.85K +22 +0.3%
SCA
635
Stillwater Capital Advisors
Pennsylvania
$732K +$39.4K +468 +6%
BLC
636
Brown, Lisle/Cummings
Rhode Island
$732K
NLP
637
Next Level Private
New York
$730K +$1.77K +21 +0.2%
PGIM
638
Pacific Global Investment Management
California
$726K -$25.1K -299 -3%
IAG
639
Investment Advisory Group
Massachusetts
$725K -$43.3K -515 -6%
AWM
640
AAF Wealth Management
Massachusetts
$721K -$6.73K -80 -0.9%
PWS
641
Precision Wealth Strategies
Missouri
$718K
BBA
642
BLB&B Advisors
Pennsylvania
$713K
CG
643
Caprock Group
Idaho
$710K +$925 +11 +0.1%
AFO
644
Arrowroot Family Office
California
$710K +$1.85K +22 +0.3%
GWS
645
Glassman Wealth Services
Virginia
$709K -$3.36K -40 -0.5%
CFFP
646
Center for Financial Planning
Michigan
$709K +$10.7K +127 +2%
BFA
647
Bragg Financial Advisors
North Carolina
$707K -$85K -1,011 -11%
CT
648
Cambridge Trust
Massachusetts
$702K +$18.8K +224 +3%
SCI
649
S&CO Inc
Massachusetts
$701K
SCA
650
Snowden Capital Advisors
New York
$699K -$220K -2,618 -24%