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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 %
FWIA
726
Fort Washington Investment Advisors
Ohio
$536K
EARNEST Partners
727
EARNEST Partners
Georgia
$535K -$8.95M -106,428 -94%
TLFA
728
True Link Financial Advisors
California
$531K -$21.9K -261 -4%
MC
729
Mathes Company
New York
$530K
KIG
730
Kowal Investment Group
Wisconsin
$529K -$18.4K -219 -3%
BSB
731
Bangor Savings Bank
Maine
$527K
RCM
732
Richardson Capital Management
Wisconsin
$527K +$463K +5,508 +730%
E3F
733
Eight 31 Financial
Texas
$526K -$14.5K -172 -3%
SWM
734
Segment Wealth Management
Texas
$526K +$29.6K +352 +6%
WLPWM
735
Walled Lake Planning & Wealth Management
Illinois
$526K +$87.7K +1,043 +20%
TFM
736
TFC Financial Management
Massachusetts
$526K -$3.53K -42 -0.7%
NFC
737
Northeast Financial Consultants
Connecticut
$522K
AA
738
Alesco Advisors
New York
$521K
RW
739
REDW Wealth
New Mexico
$521K
VFIC
740
Valley Forge Investment Consultants
Pennsylvania
$521K -$177K -2,107 -25%
OWP
741
Obermeyer Wealth Partners
Colorado
$519K
WP
742
Westmount Partners
California
$518K +$420 +5 +0.1%
HCM
743
Hollencrest Capital Management
California
$515K
TSS
744
Two Sigma Securities
New York
$514K +$514K +6,110 New
DFC
745
DBK Financial Counsel
Ohio
$513K -$168K -2,000 -25%
GFS
746
GYL Financial Synergies
Connecticut
$513K +$4.79K +57 +0.9%
FFM
747
Forum Financial Management
Illinois
$513K -$27.9K -332 -5%
TP
748
Tranquility Partners
Tennessee
$511K +$25.2K +300 +5%
Deutsche Bank
749
Deutsche Bank
Germany
$511K -$662K -7,869 -56%
EIA
750
Edgemoor Investment Advisors
Maryland
$501K