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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 %
TFM
801
TFC Financial Management
Massachusetts
$530K
AMBIA
802
Allen Mooney & Barnes Investment Advisors
Georgia
$530K
FAT
803
First American Trust
California
$530K -$133K -1,503 -20%
FPCG
804
Forum Private Client Group
Indiana
$529K -$87.2K -986 -14%
FHA
805
Flagship Harbor Advisors
Massachusetts
$528K -$11.1K -125 -2%
EIA
806
Edgemoor Investment Advisors
Maryland
$527K
WP
807
WealthShield Partners
North Carolina
$527K +$170K +1,925 +48%
BAMG
808
Brand Asset Management Group
Missouri
$525K
GSC
809
Ground Swell Capital
South Carolina
$523K +$523K +5,921 New
BI
810
Bolthouse Investments
California
$523K +$523K +5,919 New
AFP
811
Alpha Financial Partners
Kentucky
$521K +$521K +5,895 New
AP
812
Adero Partners
California
$520K -$14.5K -164 -3%
TCOTS
813
Trust Company of the South
North Carolina
$520K -$280K -3,165 -35%
ANBT
814
American National Bank & Trust
Texas
$519K
CL
815
CVFG LLC
Indiana
$517K +$517K +5,844 New
CWP
816
Cyndeo Wealth Partners
Florida
$517K
JJBC
817
James J. Burns & Company
New York
$516K -$81.5K -922 -14%
OPPS
818
Obsidian Personal Planning Solutions
Maryland
$514K +$514K +5,585 New
SA
819
Sovran Advisors
California
$513K +$513K +5,752 New
CCP
820
Clarity Capital Partners
California
$511K +$19K +215 +4%
PAS
821
PKS Advisory Services
New York
$509K +$509K +5,755 New
TLFA
822
True Link Financial Advisors
California
$507K -$19.6K -222 -4%
MPCL
823
My Personal CFO LLC
Washington
$505K +$354 +4 +0.1%
PAM
824
Palisade Asset Management
Minnesota
$505K +$88 +1 +0%
JIP
825
Jaffetilchin Investment Partners
Florida
$503K +$21.1K +239 +4%