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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 %
BFW
726
Brady Family Wealth
Missouri
$679K
BFA
727
Bragg Financial Advisors
North Carolina
$678K -$29.9K -338 -4%
JFA
728
JNBA Financial Advisors
Minnesota
$677K +$104K +1,173 +18%
DWP
729
Destiny Wealth Partners
Florida
$673K +$110K +1,249 +20%
BWA
730
BlueSky Wealth Advisors
North Carolina
$661K
PB
731
Pinnacle Bancorp
Nebraska
$661K +$3.18K +36 +0.5%
LSPW
732
Lake Street Private Wealth
Illinois
$657K -$511K -5,784 -44%
GSEP
733
Golden State Equity Partners
California
$654K +$654K +7,401 New
IIA
734
ICW Investment Advisors
Arizona
$647K +$177 +2 +0%
AWM
735
Angeles Wealth Management
California
$645K
FFP
736
FourThought Financial Partners
Florida
$642K
HCC
737
Hirtle Callaghan & Co
Pennsylvania
$640K +$185K +2,095 +41%
TSW
738
Thompson Siegel & Walmsley
Virginia
$634K
HAIM
739
Hunter Associates Investment Management
Pennsylvania
$632K +$177 +2 +0%
BMC
740
Bear Mountain Capital
Washington
$630K
GWM
741
Greenhouse Wealth Management
Connecticut
$627K +$2.21K +25 +0.4%
ST
742
Smithfield Trust
Pennsylvania
$627K -$42.9K -487 -6%
BFPW
743
BOK Financial Private Wealth
Colorado
$624K +$486K +5,494 +352%
SIM
744
Stratos Investment Management
Ohio
$623K +$530 +6 +0.1%
MAWA
745
Moss Adams Wealth Advisors
Washington
$622K
TPA
746
Trivium Point Advisory
Connecticut
$621K +$621K +7,027 New
CWM
747
Cranbrook Wealth Management
Michigan
$621K
QCM
748
QRG Capital Management
Illinois
$619K +$51.3K +580 +9%
VPP
749
Vertex Planning Partners
Illinois
$615K -$8.66K -98 -1%
SCP
750
Stevens Capital Partners
Nebraska
$614K -$8.84K -100 -1%