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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 %
SIAS
676
Summit Investment Advisory Services
Minnesota
$633K -$10.6K -126 -2%
BWA
677
BlueSky Wealth Advisors
North Carolina
$629K
CA
678
CoreCap Advisors
Michigan
$629K +$28.7K +341 +5%
MWM
679
McNaughton Wealth Management
California
$624K -$20.9K -249 -3%
SPWG
680
Sage Private Wealth Group
Illinois
$623K -$15.9M -188,852 -96%
CST
681
Charles Schwab Trust
Nevada
$620K
MA
682
MCF Advisors
Kentucky
$617K +$168 +2 +0%
IIA
683
ICW Investment Advisors
Arizona
$615K -$21.6K -257 -3%
AWM
684
Angeles Wealth Management
California
$614K
NEPPG
685
New England Professional Planning Group
Rhode Island
$612K +$505 +6 +0.1%
FFP
686
FourThought Financial Partners
Florida
$610K
FDCP
687
Foster Dykema Cabot & Partners
Massachusetts
$610K +$6.05K +72 +1%
ES
688
Eagle Strategies
New York
$607K +$607K +7,221 New
OCM
689
Objective Capital Management
Ohio
$605K -$16.9K -201 -3%
DWM
690
Dechtman Wealth Management
Colorado
$605K -$36.2K -430 -6%
MPCL
691
My Personal CFO LLC
Washington
$604K +$168 +2 +0%
SCTC
692
Sanibel Captiva Trust Company
Florida
$603K -$33.6K -400 -5%
IAS
693
Insigneo Advisory Services
Florida
$603K -$207K -2,461 -26%
WPW
694
Waldron Private Wealth
Pennsylvania
$602K
GWM
695
Greenhouse Wealth Management
Connecticut
$601K +$1.51K +18 +0.3%
WPC
696
Wedmont Private Capital
Pennsylvania
$599K +$47.4K +569 +9%
VPP
697
Vertex Planning Partners
Illinois
$597K +$84 +1 +0%
OIA
698
Optimum Investment Advisors
Illinois
$596K +$71.7K +853 +14%
FAT
699
First American Trust
California
$596K +$345K +4,099 +137%
SCP
700
Stevens Capital Partners
Nebraska
$593K -$11.5K -137 -2%