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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 %
OWP
626
Obermeyer Wealth Partners
Colorado
$911K
BFA
627
Beacon Financial Advisory
Ohio
$908K -$12.6K -142 -1%
CW
628
CreativeOne Wealth
Kansas
$905K +$74.7K +845 +9%
NCM
629
Narwhal Capital Management
Georgia
$904K
DSC
630
Duncker Streett & Co
Missouri
$903K
NRG
631
Nemes Rush Group
Michigan
$899K +$115K +1,301 +15%
CAC
632
Certified Advisory Corp
Florida
$898K +$10.2K +115 +1%
Select Equity Group
633
Select Equity Group
New York
$894K +$894K +10,108 New
AFO
634
Arrowroot Family Office
California
$890K +$145K +1,640 +19%
MHS
635
M Holdings Securities
Oregon
$889K +$889K +10,062 New
AFG
636
Atomi Financial Group
New York
$887K +$887K +10,035 New
LCOV
637
London Company of Virginia
Virginia
$887K +$887K +10,031 New
CG
638
Cynosure Group
Utah
$887K +$3.27K +37 +0.4%
OIA
639
Optimum Investment Advisors
Illinois
$882K +$145K +1,645 +20%
BOC
640
Blue Oak Capital
California
$882K +$882K +9,974 New
OAS
641
Optivise Advisory Services
Tennessee
$879K
JHCP
642
Jackson Hole Capital Partners
Oklahoma
$878K -$36.7K -415 -4%
Vontobel Holding
643
Vontobel Holding
Switzerland
$877K +$877K +9,925 New
LGW
644
Leslie Global Wealth
Illinois
$874K -$41.6K -471 -5%
LIM
645
Leavell Investment Management
Alabama
$872K -$8.84K -100 -1%
CWM
646
Congress Wealth Management
Massachusetts
$871K
ECG
647
EPIQ Capital Group
California
$862K +$3.09K +35 +0.4%
CBT
648
Central Bank & Trust
Kentucky
$861K -$179K -2,026 -17%
BCG
649
Breakwater Capital Group
New Jersey
$860K +$7.43K +84 +0.9%
MPWT
650
MassMutual Private Wealth & Trust
Connecticut
$859K +$99.3K +1,123 +13%