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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 %
RFA
776
Register Financial Advisors
Georgia
$461K +$841 +10 +0.2%
BWA
777
Blodgett Wealth Advisors
California
$460K
CIA
778
Capital Investment Advisors
Georgia
$459K -$34.1K -406 -7%
JPWM
779
Jamison Private Wealth Management
Georgia
$458K +$458K +5,449 New
AO
780
Advisor OS
Illinois
$457K
JIP
781
Jaffetilchin Investment Partners
Florida
$452K +$1.09K +13 +0.2%
MC
782
Moors & Cabot
Massachusetts
$452K
4WM
783
49 Wealth Management
Texas
$451K +$4.43K +53 +1%
FNBTCON
784
First National Bank & Trust Co of Newtown
Pennsylvania
$449K -$64.7K -770 -13%
CIC
785
Carnegie Investment Counsel
Ohio
$447K -$67.3K -800 -13%
TWA
786
TCI Wealth Advisors
Arizona
$446K -$1.51K -18 -0.3%
CTA
787
Colonial Trust Advisors
South Carolina
$446K -$797K -9,477 -64%
CC
788
Callan Capital
California
$444K +$505 +6 +0.1%
EWA
789
Encompass Wealth Advisors
Oregon
$441K +$10.1K +120 +2%
ZF
790
Zhang Financial
Michigan
$441K +$420 +5 +0.1%
FAIM
791
Financial Advocates Investment Management
Washington
$441K +$37.9K +451 +9%
CWM
792
Campbell Wealth Management
Virginia
$440K +$440K +5,237 New
ST
793
Spinnaker Trust
Maine
$437K +$12.8K +152 +3%
CFD
794
Creative Financial Designs
Indiana
$436K -$1.6K -19 -0.4%
SCM
795
SOL Capital Management
Maryland
$436K
STA
796
Summit Trail Advisors
New York
$435K +$168 +2 +0%
PCM
797
Parsons Capital Management
Rhode Island
$434K
IWP
798
Invenio Wealth Partners
Florida
$433K -$21K -250 -5%
PCG
799
Prosperity Consulting Group
Maryland
$433K +$35.1K +417 +9%
ECG
800
Edge Capital Group
Georgia
$433K +$62.1K +739 +17%