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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 %
JPWM
801
Jamison Private Wealth Management
Georgia
$442K
JIP
802
Jaffetilchin Investment Partners
Florida
$440K +$3.65K +45 +0.8%
CCP
803
Clarity Capital Partners
California
$439K -$7.14K -88 -2%
HCA
804
Harbour Capital Advisors
Virginia
$437K -$26.8K -333 -6%
FNBTCON
805
First National Bank & Trust Co of Newtown
Pennsylvania
$433K
4WM
806
49 Wealth Management
Texas
$432K -$2.09K -26 -0.5%
TWA
807
TCI Wealth Advisors
Arizona
$430K
CTA
808
Colonial Trust Advisors
South Carolina
$430K
CC
809
Callan Capital
California
$429K +$405 +5 +0.1%
CIC
810
Carnegie Investment Counsel
Ohio
$428K -$3.16K -39 -0.7%
RIG
811
RiverFront Investment Group
Virginia
$426K +$426K +5,254 New
ZF
812
Zhang Financial
Michigan
$426K +$486 +6 +0.1%
EWA
813
Encompass Wealth Advisors
Oregon
$426K
ST
814
Spinnaker Trust
Maine
$422K
PCM
815
Parsons Capital Management
Rhode Island
$421K +$3.24K +40 +0.8%
M1FG
816
Mach-1 Financial Group
Arkansas
$421K +$31.7K +390 +8%
BWA
817
Bordeaux Wealth Advisors
California
$420K +$5.35K +66 +1%
SCM
818
SOL Capital Management
Maryland
$420K
STA
819
Summit Trail Advisors
New York
$420K +$162 +2 +0%
CFD
820
Creative Financial Designs
Indiana
$418K -$2.84K -35 -0.7%
ECG
821
Edge Capital Group
Georgia
$417K
HCC
822
Hirtle Callaghan & Co
Pennsylvania
$417K
GC
823
Gratus Capital
Georgia
$414K
NRI
824
NFP Retirement Inc
California
$408K +$1.05K +13 +0.3%
WC
825
Weil Company
California
$408K