IWR icon

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 %
NEPPG
701
New England Professional Planning Group
Rhode Island
$591K +$568 +7 +0.1%
FFP
702
FourThought Financial Partners
Florida
$589K
Empower Advisory Group
703
Empower Advisory Group
Colorado
$584K -$40.4K -498 -6%
MPCL
704
My Personal CFO LLC
Washington
$583K +$162 +2 +0%
FDCP
705
Foster Dykema Cabot & Partners
Massachusetts
$582K -$5.84K -72 -1%
GWM
706
Greenhouse Wealth Management
Connecticut
$581K +$1.54K +19 +0.3%
AWM
707
AAF Wealth Management
Massachusetts
$579K -$116K -1,426 -17%
GL
708
Graypoint LLC
New York
$579K +$7.46K +92 +1%
VPP
709
Vertex Planning Partners
Illinois
$576K +$81 +1 +0%
BWP
710
Baldwin Wealth Partners
Massachusetts
$575K -$55.5K -684 -9%
SIM
711
Stratos Investment Management
Ohio
$574K -$218K -2,691 -28%
SCP
712
Stevens Capital Partners
Nebraska
$573K +$973 +12 +0.2%
MWM
713
McNaughton Wealth Management
California
$573K -$29K -358 -5%
BMC
714
Bear Mountain Capital
Washington
$572K +$917 +11 +0.2%
AMBIA
715
Allen Mooney & Barnes Investment Advisors
Georgia
$572K +$572K +7,050 New
CWM
716
Cranbrook Wealth Management
Michigan
$569K
CCFCSB
717
Cape Cod Five Cents Savings Bank
Massachusetts
$568K
TSW
718
Thompson Siegel & Walmsley
Virginia
$567K +$14.2K +175 +3%
SCTC
719
Sanibel Captiva Trust Company
Florida
$566K -$15.1K -186 -3%
JJBC
720
James J. Burns & Company
New York
$564K +$287K +3,538 +104%
AC
721
Anson Capital
Georgia
$562K
FPB
722
First PREMIER Bank
South Dakota
$561K +$117K +1,446 +26%
TF
723
Tompkins Financial
New York
$558K
BA
724
Ballew Advisors
Mississippi
$558K -$9.2K -110 -2%
KCM
725
Kanawha Capital Management
Virginia
$558K +$15.7K +194 +3%