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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 %
ACA
851
Affinity Capital Advisors
California
$387K +$4.78K +59 +1%
JFG
852
Jefferies Financial Group
New York
$384K
TDWM
853
Topel & Distasi Wealth Management
California
$384K +$99K +1,221 +35%
LFA
854
Legacy Financial Advisors
Kentucky
$382K
JIC
855
Joel Isaacson & Co
New York
$381K +$10.8K +133 +3%
WOC
856
West Oak Capital
California
$373K
HFP
857
Holistic Financial Partners
Indiana
$373K
Russell Investments Group
858
Russell Investments Group
United Kingdom
$373K +$176K +2,173 +90%
AFTS
859
American Financial & Tax Strategies
New York
$371K -$36.6K -451 -9%
CCP
860
Cassia Capital Partners
North Carolina
$370K
PWM
861
PBMares Wealth Management
Virginia
$369K
NCM
862
NCM Capital Management
New Jersey
$369K -$20.2K -249 -5%
AF
863
Arrow Financial
New York
$367K -$13.6K -168 -4%
KWMG
864
King Wealth Management Group
Florida
$366K
MIM
865
MTM Investment Management
South Carolina
$362K
APP
866
Avantax Planning Partners
Iowa
$360K -$11.1K -137 -3%
HW
867
Hancock Whitney
Mississippi
$360K -$1.46K -18 -0.4%
CCA
868
Checchi Capital Advisers
California
$360K
BWA
869
BlueChip Wealth Advisors
Georgia
$359K
HCM
870
HMS Capital Management
Tennessee
$356K
CWM
871
Congress Wealth Management
Massachusetts
$356K +$47.8K +589 +15%
NIM
872
Northeast Investment Management
Massachusetts
$356K
IIA
873
Integral Investment Advisors
California
$356K +$356K +4,392 New
SPWG
874
Sage Private Wealth Group
Illinois
$355K -$246K -3,037 -41%
FG
875
Fiduciary Group
Georgia
$354K