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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 %
CSC
826
Caldwell Sutter Capital
California
$501K
BAS
827
Brueske Advisory Services
Washington
$500K +$500K +5,655 New
SWA
828
SFMG Wealth Advisors
Texas
$498K
SC
829
Sepio Capital
Utah
$497K +$497K +5,626 New
LI
830
LMCG Investments
Massachusetts
$494K -$30.1K -340 -6%
VA
831
Vident Advisory
Georgia
$493K +$279K +3,152 +130%
NB
832
Nicolet Bankshares
Wisconsin
$492K -$3.54K -40 -0.7%
VC
833
Veracity Capital
Georgia
$489K +$8.22K +93 +2%
RFA
834
Register Financial Advisors
Georgia
$485K +$972 +11 +0.2%
SL
835
Salomon & Ludwin
Virginia
$485K -$20.2K -229 -4%
SCM
836
Saxony Capital Management
Missouri
$484K -$402K -4,549 -45%
CC
837
Callan Capital
California
$484K +$15.4K +174 +3%
BWA
838
Blodgett Wealth Advisors
California
$483K
FCM
839
Fourpath Capital Management
Oklahoma
$483K
JPWM
840
Jamison Private Wealth Management
Georgia
$482K
IWMA
841
Ironwood Wealth Management (Arizona)
Arizona
$481K -$1.24K -14 -0.3%
RCAG
842
Rehmann Capital Advisory Group
Michigan
$477K +$89.7K +1,015 +23%
MAM
843
Madison Asset Management
Wisconsin
$475K +$273K +3,087 +135%
MIA
844
Madison Investment Advisors
Wisconsin
$475K +$475K +5,373 New
IWB
845
Innovative Wealth Building
Maryland
$474K +$474K +5,365 New
FNBTCON
846
First National Bank & Trust Co of Newtown
Pennsylvania
$472K
AWA
847
Arbor Wealth Advisors
Michigan
$472K +$472K +5,337 New
HCA
848
Harbour Capital Advisors
Virginia
$471K -$15.7K -176 -3%
MIM
849
Macroview Investment Management
Maryland
$470K -$64.6K -731 -12%
FFA
850
Founders Financial Alliance
North Carolina
$469K -$54.2K -613 -10%