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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 %
FMTCOCP
776
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$565K
TP
777
Tranquility Partners
Tennessee
$564K -$35.5K -392 -6%
RWM
778
Reston Wealth Management
Virginia
$563K +$1.95K +22 +0.3%
FWIA
779
Fort Washington Investment Advisors
Ohio
$563K
BSB
780
Bangor Savings Bank
Maine
$563K +$8.75K +99 +2%
MC
781
Mathes Company
New York
$557K
FB
782
First Bancorp
Maine
$555K +$309K +3,500 +126%
SWM
783
Segment Wealth Management
Texas
$553K
SAS
784
SMI Advisory Services
Indiana
$551K -$13.1K -148 -2%
Empower Advisory Group
785
Empower Advisory Group
Colorado
$549K -$10.7K -121 -2%
NFC
786
Northeast Financial Consultants
Connecticut
$549K
AA
787
Alesco Advisors
New York
$548K
VFIC
788
Valley Forge Investment Consultants
Pennsylvania
$547K
WCM
789
Windsor Capital Management
Arizona
$547K -$129K -1,459 -19%
ARG
790
Advisory Resource Group
Oklahoma
$545K -$972 -11 -0.2%
WP
791
Westmount Partners
California
$544K
GAA
792
Guardian Asset Advisors
Pennsylvania
$541K -$174K -1,966 -24%
HCM
793
Hollencrest Capital Management
California
$541K
WWM
794
Western Wealth Management
Colorado
$540K -$22.1K -250 -4%
DFC
795
DBK Financial Counsel
Ohio
$540K
FFM
796
Forum Financial Management
Illinois
$539K
MOS
797
MGO One Seven
Ohio
$538K +$103K +1,162 +24%
Allspring Global Investments
798
Allspring Global Investments
North Carolina
$534K +$397K +4,489 +288%
FAIM
799
Financial Advocates Investment Management
Washington
$534K +$10.7K +121 +2%
RCM
800
Richardson Capital Management
Wisconsin
$531K