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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 %
RPGK
701
Retirement Planning Group (Kansas)
Kansas
$740K +$796 +9 +0.1%
SFP
702
Shepherd Financial Partners
Massachusetts
$737K +$102K +1,155 +16%
SCI
703
S&CO Inc
Massachusetts
$737K
BW
704
BIP Wealth
Georgia
$731K -$4.51K -51 -0.6%
MWM
705
Mission Wealth Management
California
$730K -$47.6K -538 -6%
WS
706
Wedbush Securities
California
$729K +$729K +8,243 New
AWM
707
AAF Wealth Management
Massachusetts
$729K +$124K +1,408 +21%
FPAS
708
Focus Partners Advisor Solutions
Missouri
$723K +$182K +2,064 +34%
BFA
709
Beaumont Financial Advisors
Massachusetts
$720K -$10.1K -114 -1%
MC
710
Moors & Cabot
Massachusetts
$715K +$13.9K +157 +2%
AFP
711
Ausdal Financial Partners
Iowa
$713K +$441K +4,994 +162%
PGAM
712
Princeton Global Asset Management
New Jersey
$706K -$22.2K -251 -3%
SC
713
Sapient Capital
Indiana
$701K +$19.4K +219 +3%
FA
714
Fermata Advisors
California
$701K -$5.75K -65 -0.8%
MLL
715
Moody Lynn & Lieberson
Massachusetts
$699K
DIA
716
Dana Investment Advisors
Wisconsin
$698K
CCP
717
Cassia Capital Partners
North Carolina
$698K +$294K +3,328 +73%
FFM
718
Flagstone Financial Management
Nebraska
$696K +$4.16K +47 +0.6%
IA
719
IFP Advisors
Florida
$695K +$475K +5,372 +216%
LFG
720
Larson Financial Group
Missouri
$694K +$102K +1,149 +17%
BFIM
721
Beese Fulmer Investment Management
Ohio
$690K
BCM
722
Buckhead Capital Management
Georgia
$689K +$8.04K +91 +1%
OSNBOA
723
Old Second National Bank of Aurora
Illinois
$688K
LDB
724
Lee, Danner & Bass
Tennessee
$685K +$33.2K +375 +5%
SIAS
725
Summit Investment Advisory Services
Minnesota
$680K +$14.2K +161 +2%