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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 %
WWM
751
Western Wealth Management
Colorado
$512K -$30.9K -381 -6%
MC
752
Mathes Company
New York
$511K
CWM
753
Cordatus Wealth Management
Pennsylvania
$510K +$510K +6,296 New
BSB
754
Bangor Savings Bank
Maine
$508K
SWM
755
Segment Wealth Management
Texas
$507K
GRP
756
Global Retirement Partners
California
$505K -$219K -2,706 -30%
NFC
757
Northeast Financial Consultants
Connecticut
$503K
AA
758
Alesco Advisors
New York
$503K
RW
759
REDW Wealth
New Mexico
$502K
VFIC
760
Valley Forge Investment Consultants
Pennsylvania
$502K
ARG
761
Advisory Resource Group
Oklahoma
$501K +$18.6K +229 +4%
HCM
762
Hollencrest Capital Management
California
$496K
WP
763
Westmount Partners
California
$495K -$402 -5 -0.1%
DFC
764
DBK Financial Counsel
Ohio
$495K
GFS
765
GYL Financial Synergies
Connecticut
$494K
FFM
766
Forum Financial Management
Illinois
$494K
MC
767
Moors & Cabot
Massachusetts
$493K +$56.8K +700 +13%
E3F
768
Eight 31 Financial
Texas
$491K -$16.1K -199 -3%
FPAS
769
Focus Partners Advisor Solutions
Missouri
$488K -$46.9K -579 -9%
RCM
770
Richardson Capital Management
Wisconsin
$487K -$20.9K -258 -4%
TFM
771
TFC Financial Management
Massachusetts
$486K -$20.4K -252 -4%
Deutsche Bank
772
Deutsche Bank
Germany
$486K -$6.49K -80 -1%
FCH
773
Freestone Capital Holdings
Washington
$484K +$25.9K +319 +6%
EIA
774
Edgemoor Investment Advisors
Maryland
$483K
TLFA
775
True Link Financial Advisors
California
$483K -$29.6K -365 -6%