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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 %
GL
701
Graypoint LLC
New York
$592K
CWM
702
Cranbrook Wealth Management
Michigan
$590K
CCFCSB
703
Cape Cod Five Cents Savings Bank
Massachusetts
$589K
AC
704
Anson Capital
Georgia
$583K
TNB
705
Thomasville National Bank
Georgia
$579K
TF
706
Tompkins Financial
New York
$579K
TGAM
707
TBH Global Asset Management
Tennessee
$573K -$13.6K -162 -2%
TSW
708
Thompson Siegel & Walmsley
Virginia
$573K
MA
709
Montag & Associates
Georgia
$572K +$420 +5 +0.1%
LFG
710
Larson Financial Group
Missouri
$566K +$42.9K +510 +8%
WWM
711
Western Wealth Management
Colorado
$563K -$5.13K -61 -0.9%
KCM
712
Kanawha Capital Management
Virginia
$562K
RWM
713
Reston Wealth Management
Virginia
$557K +$1.35K +16 +0.2%
FA
714
Fermata Advisors
California
$557K +$84 +1 +0%
BA
715
Ballew Advisors
Mississippi
$555K -$51.9K -634 -9%
OPCM
716
Osborne Partners Capital Management
California
$555K
FPAS
717
Focus Partners Advisor Solutions
Missouri
$555K +$208K +2,476 +60%
JFA
718
JNBA Financial Advisors
Minnesota
$554K -$8.83K -105 -2%
BFA
719
Beacon Financial Advisory
Ohio
$548K -$221K -2,632 -29%
PO
720
Private Ocean
California
$545K
BHWM
721
Bar Harbor Wealth Management
New Hampshire
$541K
HI
722
Harbour Investments
Wisconsin
$541K -$32.5K -386 -6%
SEIA
723
Signature Estate & Investment Advisors
California
$540K
BMC
724
Bear Mountain Capital
Washington
$540K -$25K -317 -4%
FMTCOCP
725
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$538K