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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 %
FPW
826
Flagship Private Wealth
Massachusetts
$408K +$1.05K +13 +0.3%
WPW
827
Waldron Private Wealth
Pennsylvania
$406K -$175K -2,160 -30%
EGA
828
E&G Advisors
Texas
$405K
HA
829
Herold Advisors
New York
$405K
GIA
830
GHP Investment Advisors
Colorado
$405K +$12.8K +158 +3%
VR
831
Valued Retirements
Texas
$405K
AMCA
832
Arthur M. Cohen & Associates
Illinois
$405K +$487 +6 +0.1%
SWM
833
SilverOak Wealth Management
Minnesota
$404K
CWM
834
Castle Wealth Management
Florida
$402K
HPC
835
HM Payson & Co
Maine
$402K
CKAIS
836
Christensen King & Associates Investment Services
Washington
$400K +$6.57K +81 +2%
DWM
837
Dechtman Wealth Management
Colorado
$399K -$184K -2,271 -32%
FFM
838
Flagstone Financial Management
Nebraska
$399K
DPI
839
Diversified Portfolios Inc
Michigan
$399K -$8.11K -100 -2%
PCG
840
Prosperity Consulting Group
Maryland
$397K -$21K -259 -5%
TGAM
841
TBH Global Asset Management
Tennessee
$395K -$158K -1,945 -29%
TC
842
Trust Company
Kansas
$394K +$40.6K +501 +12%
BFM
843
Broadview Financial Management
Wisconsin
$393K +$1.05K +13 +0.3%
FFC
844
First Financial Corp
Indiana
$392K
IWP
845
Invenio Wealth Partners
Florida
$392K -$25.7K -317 -6%
CT
846
Colonial Trust
South Carolina
$391K +$290K +3,575 +286%
QPW
847
Quantum Private Wealth
Florida
$391K +$391K +4,821 New
PL
848
Plancorp LLC
Missouri
$391K
WDG
849
Wealth Dimensions Group
Ohio
$389K -$6.16K -76 -2%
KWM
850
Kolinsky Wealth Management
New Jersey
$388K +$26.9K +332 +7%