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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 %
SCA
651
Stillwater Capital Advisors
Pennsylvania
$858K -$1.24K -14 -0.1%
CW
652
Curio Wealth
Maryland
$858K +$858K +9,703 New
W
653
Wealthquest
Ohio
$854K -$354 -4 -0%
QCM
654
Quantinno Capital Management
New York
$854K +$47.5K +537 +6%
IF
655
Ironwood Financial
Arizona
$852K
MW
656
Marcum Wealth
Ohio
$849K +$530 +6 +0.1%
AIA
657
Armor Investment Advisors
North Carolina
$842K -$21.2K -240 -2%
MA
658
MCF Advisors
Kentucky
$842K +$198K +2,239 +31%
IDBONY
659
Israel Discount Bank of New York
New York
$842K -$80.8K -914 -9%
NSIM
660
North Star Investment Management
Illinois
$839K
SSWM
661
Smith Salley Wealth Management
North Carolina
$837K +$17K +192 +2%
MCM
662
MidAtlantic Capital Management
Virginia
$833K -$50.6K -572 -6%
EWM
663
Empirical Wealth Management
Washington
$824K
GM
664
GeoWealth Management
Illinois
$824K +$823K +9,315 +310,500%
RIG
665
RiverFront Investment Group
Virginia
$823K +$140K +1,581 +20%
WDG
666
Wealth Dimensions Group
Ohio
$818K +$394K +4,455 +93%
SWM
667
Selective Wealth Management
Virginia
$817K -$10.1K -113 -1%
IAS
668
Insigneo Advisory Services
Florida
$815K +$175K +1,979 +27%
BAM
669
Belpointe Asset Management
Nevada
$809K -$17.1K -198 -2%
LOPW
670
Live Oak Private Wealth
North Carolina
$809K
BWM
671
Baron Wealth Management
Michigan
$808K +$2.48K +28 +0.3%
FDCP
672
Foster Dykema Cabot & Partners
Massachusetts
$807K
AWG
673
Altus Wealth Group
Colorado
$803K +$94.1K +1,065 +13%
GL
674
Graypoint LLC
New York
$800K +$138K +1,562 +21%
V
675
ViaWealth
Kansas
$797K