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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 %
HCC
801
Hirtle Callaghan & Co
Pennsylvania
$432K +$194K +2,305 +81%
BWA
802
Bordeaux Wealth Advisors
California
$430K +$105K +1,252 +32%
GC
803
Gratus Capital
Georgia
$429K
PCMC
804
Private Capital Management (Colorado)
Colorado
$427K +$206K +2,448 +93%
WC
805
Weil Company
California
$423K
AFTS
806
American Financial & Tax Strategies
New York
$423K -$8.75K -104 -2%
NRI
807
NFP Retirement Inc
California
$422K +$336 +4 +0.1%
DPI
808
Diversified Portfolios Inc
Michigan
$422K -$37.8K -450 -8%
FPW
809
Flagship Private Wealth
Massachusetts
$422K -$19.9K -237 -5%
EGA
810
E&G Advisors
Texas
$420K
HA
811
Herold Advisors
New York
$420K
VR
812
Valued Retirements
Texas
$420K
SWM
813
SilverOak Wealth Management
Minnesota
$419K
AMCA
814
Arthur M. Cohen & Associates
Illinois
$419K +$589 +7 +0.1%
HFS
815
HBC Financial Services
Washington
$418K
CWM
816
Castle Wealth Management
Florida
$417K -$10.1K -120 -2%
HPC
817
HM Payson & Co
Maine
$416K
FFM
818
Flagstone Financial Management
Nebraska
$414K
TI
819
Trexquant Investment
Connecticut
$412K -$818K -9,729 -67%
WDG
820
Wealth Dimensions Group
Ohio
$410K
CKAIS
821
Christensen King & Associates Investment Services
Washington
$408K -$11K -131 -3%
SFMG
822
Sage Financial Management Group
Virginia
$407K -$79.1K -941 -16%
FFC
823
First Financial Corp
Indiana
$407K +$407K +4,840 New
GIA
824
GHP Investment Advisors
Colorado
$407K +$589 +7 +0.1%
BFM
825
Broadview Financial Management
Wisconsin
$406K -$5.21K -62 -1%