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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 %
PB
676
Pinnacle Bancorp
Nebraska
$645K
Luther King Capital Management (LKCM)
677
Luther King Capital Management (LKCM)
Texas
$644K -$635K
MLL
678
Moody Lynn & Lieberson
Massachusetts
$641K
IF
679
Intrua Financial
Texas
$636K -$140K -1,727 -18%
FPCG
680
Forum Private Client Group
Indiana
$636K -$99.1K -1,222 -13%
FCFC
681
First Commonwealth Financial Corp
Pennsylvania
$634K -$21.3K -263 -3%
BFIM
682
Beese Fulmer Investment Management
Ohio
$633K -$4.87K -60 -0.8%
HAIM
683
Hunter Associates Investment Management
Pennsylvania
$632K -$24.2K -299 -4%
OSNBOA
684
Old Second National Bank of Aurora
Illinois
$631K
SC
685
Sapient Capital
Indiana
$625K
BCM
686
Buckhead Capital Management
Georgia
$624K
WCM
687
Windsor Capital Management
Arizona
$624K -$2.03K -25 -0.3%
BFW
688
Brady Family Wealth
Missouri
$623K +$1.22K +15 +0.2%
AF
689
Allworth Financial
California
$623K -$323K -3,873 -34%
ST
690
Smithfield Trust
Pennsylvania
$621K -$4.27K -53 -0.7%
SFP
691
Shepherd Financial Partners
Massachusetts
$611K -$25.4K -313 -4%
BWA
692
BlueSky Wealth Advisors
North Carolina
$607K
IAS
693
Insigneo Advisory Services
Florida
$605K +$32K +401 +6%
WLPWM
694
Walled Lake Planning & Wealth Management
Illinois
$604K +$97.1K +1,197 +19%
LDB
695
Lee, Danner & Bass
Tennessee
$599K +$599K +7,384 New
SA
696
SpiderRock Advisors
Delaware
$599K +$599K +7,385 New
AWG
697
Altus Wealth Group
Colorado
$595K -$202K -2,491 -25%
MA
698
MCF Advisors
Kentucky
$595K -$162 -2 -0%
IIA
699
ICW Investment Advisors
Arizona
$593K
AWM
700
Angeles Wealth Management
California
$592K