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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 %
PL
826
Plancorp LLC
Missouri
$405K -$38.3K -455 -9%
NCM
827
NCM Capital Management
New Jersey
$404K
M1FG
828
Mach-1 Financial Group
Arkansas
$402K +$10.6K +126 +3%
JFG
829
Jefferies Financial Group
New York
$399K
LFA
830
Legacy Financial Advisors
Kentucky
$397K -$8.66K -103 -2%
ACA
831
Affinity Capital Advisors
California
$396K -$4.79K -57 -1%
AF
832
Arrow Financial
New York
$395K -$16.9K -201 -4%
WOC
833
West Oak Capital
California
$387K
HFP
834
Holistic Financial Partners
Indiana
$387K
APP
835
Avantax Planning Partners
Iowa
$385K +$131K +1,552 +51%
AG
836
Ascent Group
Virginia
$385K
CCP
837
Cassia Capital Partners
North Carolina
$384K
JIC
838
Joel Isaacson & Co
New York
$384K +$97.4K +1,158 +34%
PWM
839
PBMares Wealth Management
Virginia
$383K
HCM
840
Howland Capital Management
Massachusetts
$383K -$42K -500 -10%
KWMG
841
King Wealth Management Group
Florida
$380K +$137K +1,635 +57%
AWM
842
Avior Wealth Management
Nebraska
$380K +$166K +1,971 +78%
RBC
843
Roble Belko & Company
Pennsylvania
$377K
MIM
844
MTM Investment Management
South Carolina
$376K
KWM
845
Kolinsky Wealth Management
New Jersey
$375K +$62.8K +747 +20%
HW
846
Hancock Whitney
Mississippi
$375K
CCA
847
Checchi Capital Advisers
California
$373K
PWA
848
Phoenix Wealth Advisors
North Carolina
$373K +$373K +4,435 New
BAAM
849
Baker Avenue Asset Management
California
$373K +$30.3K +360 +9%
BWA
850
BlueChip Wealth Advisors
Georgia
$372K