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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 %
IAIM
676
International Assets Investment Management
Florida
$797K -$41.5M -470,194 -98%
B
677
Bensler
Washington
$793K +$88 +1 +0%
PFWA
678
Paces Ferry Wealth Advisors
Georgia
$791K -$106K -1,199 -12%
PMFA
679
Plante Moran Financial Advisors
Michigan
$790K -$45.9K -519 -5%
CFFP
680
Center for Financial Planning
Michigan
$786K +$57.5K +650 +8%
MCM
681
Manchester Capital Management
Vermont
$786K
SPC
682
Spirepoint Private Client
Florida
$783K +$431K +4,880 +123%
LP
683
LGL Partners
Pennsylvania
$779K +$2.83K +32 +0.4%
NLP
684
Next Level Private
New York
$773K +$796 +9 +0.1%
PCA
685
Prosperity Capital Advisors
Ohio
$771K -$360K -4,077 -32%
MCM
686
Mill Capital Management
North Carolina
$771K
GWANC
687
Guardian Wealth Advisors (North Carolina)
North Carolina
$770K
BLC
688
Brown, Lisle/Cummings
Rhode Island
$769K
FCFC
689
First Commonwealth Financial Corp
Pennsylvania
$762K +$22.8K +258 +3%
IAG
690
Investment Advisory Group
Massachusetts
$760K -$4.77K -54 -0.6%
TCA
691
Transcend Capital Advisors
New Jersey
$758K +$18.3K +207 +2%
SEIA
692
Signature Estate & Investment Advisors
California
$758K +$707 +8 +0.1%
PWS
693
Precision Wealth Strategies
Missouri
$754K
BIM
694
Baldwin Investment Management
Pennsylvania
$754K +$754K +8,532 New
BBA
695
BLB&B Advisors
Pennsylvania
$751K +$14.7K +166 +2%
WLPWM
696
Walled Lake Planning & Wealth Management
Illinois
$749K +$54.9K +621 +8%
ESB
697
Essex Savings Bank
Connecticut
$747K
OWM
698
Orgel Wealth Management
Wisconsin
$744K +$744K +8,421 New
GWS
699
Glassman Wealth Services
Virginia
$742K
FIA
700
Foundations Investment Advisors
Arizona
$742K -$73.1K -827 -9%