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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 %
PMFA
626
Plante Moran Financial Advisors
Michigan
$784K -$426K -5,254 -35%
BCG
627
Breakwater Capital Group
New Jersey
$784K
FIA
628
Foundations Investment Advisors
Arizona
$772K -$98.2K -1,211 -11%
EWM
629
Empirical Wealth Management
Washington
$771K +$771K +9,515 New
NSIM
630
North Star Investment Management
Illinois
$769K
PA
631
PFG Advisors
Arizona
$769K +$117K +1,446 +18%
SA
632
Strategic Advisors
New York
$765K +$765K +9,434 New
GF
633
Gries Financial
Ohio
$764K -$890K -10,982 -54%
BFA
634
Beaumont Financial Advisors
Massachusetts
$761K +$101K +1,241 +15%
LOPW
635
Live Oak Private Wealth
North Carolina
$758K
SWM
636
Selective Wealth Management
Virginia
$751K +$1.77K +22 +0.2%
AG
637
Ascent Group
Virginia
$743K +$372K +4,586 +100%
QCM
638
Quantinno Capital Management
New York
$739K +$395K +4,875 +115%
ACA
639
Aptus Capital Advisors
Alabama
$739K -$9.97K -123 -1%
Qube Research & Technologies (QRT)
640
Qube Research & Technologies (QRT)
United Kingdom
$739K +$626K +7,716 +552%
TCA
641
Transcend Capital Advisors
New Jersey
$739K +$68.5K +845 +10%
BWM
642
Baron Wealth Management
Michigan
$738K +$1.46K +18 +0.2%
TCOTS
643
Trust Company of the South
North Carolina
$733K
MOACM
644
Mutual of America Capital Management
New York
$733K
V
645
ViaWealth
Kansas
$731K
B
646
Bensler
Washington
$727K +$81 +1 +0%
MCM
647
Manchester Capital Management
Vermont
$721K +$559K +6,891 +345%
NRG
648
Nemes Rush Group
Michigan
$719K
LP
649
LGL Partners
Pennsylvania
$709K +$1.95K +24 +0.3%
MWM
650
Mission Wealth Management
California
$708K -$973 -12 -0.1%