IWR icon

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 %
ZF
851
Zhang Financial
Michigan
$469K +$3.45K +39 +0.7%
CTA
852
Colonial Trust Advisors
South Carolina
$469K
HFS
853
HBC Financial Services
Washington
$465K
EWA
854
Encompass Wealth Advisors
Oregon
$464K
FBC
855
Fairfield, Bush & Co
Connecticut
$463K +$149K +1,680 +47%
ST
856
Spinnaker Trust
Maine
$460K
CNTOF
857
Canandaigua National Trust of Florida
New York
$460K -$5.66K -64 -1%
LNB
858
Ledyard National Bank
$459K -$8.84K -100 -2%
SCM
859
SOL Capital Management
Maryland
$458K
WA
860
Wealth Alliance
New York
$454K +$454K +5,140 New
FCA
861
Fortis Capital Advisors
Kansas
$454K
BWA
862
Bordeaux Wealth Advisors
California
$452K
Luther King Capital Management (LKCM)
863
Luther King Capital Management (LKCM)
Texas
$448K -$611K
CFD
864
Creative Financial Designs
Indiana
$446K +$4.33K +49 +1%
WC
865
Weil Company
California
$445K
TWA
866
TCI Wealth Advisors
Arizona
$444K -$24.7K -279 -5%
ECG
867
Edge Capital Group
Georgia
$444K +$13.9K +157 +3%
CKAIS
868
Christensen King & Associates Investment Services
Washington
$443K +$180 +2 +0%
AMCA
869
Arthur M. Cohen & Associates
Illinois
$443K +$884 +10 +0.2%
HA
870
Herold Advisors
New York
$442K
EGA
871
E&G Advisors
Texas
$442K
EP
872
Essential Planning
New Hampshire
$441K +$221K +2,500 +100%
VR
873
Valued Retirements
Texas
$441K
SWM
874
SilverOak Wealth Management
Minnesota
$441K
IPW
875
Impact Partnership Wealth
Georgia
$440K +$440K +4,980 New