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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 %
CCM
876
Colorado Capital Management
Colorado
$354K
GPA
877
Guidance Point Advisors
Massachusetts
$354K +$9.97K +123 +3%
WCF
878
West Coast Financial
California
$354K
OL
879
Optas LLC
Texas
$352K
AA
880
Advisory Alpha
Michigan
$350K +$162 +2 +0%
WI
881
Wedgewood Investors
Pennsylvania
$350K +$350K +4,314 New
MAM
882
MWA Asset Management
Massachusetts
$350K -$4.87K -60 -1%
RCAG
883
Rehmann Capital Advisory Group
Michigan
$350K -$6.57K -81 -2%
PCA
884
Peddock Capital Advisors
Massachusetts
$349K +$8.11K +100 +2%
HB
885
HTLF Bank
Colorado
$349K -$6.24K -77 -2%
SFS
886
Stiles Financial Services
Minnesota
$348K +$348K +4,286 New
WCWM
887
Willow Creek Wealth Management
California
$346K
FAG
888
Fortitude Advisory Group
Washington
$346K -$3K -37 -0.9%
PFGIA
889
Patriot Financial Group Insurance Agency
Massachusetts
$343K -$568 -7 -0.2%
CBOR
890
Community Bank of Raymore
Missouri
$343K +$24.3K +300 +8%
TI
891
Truepoint Inc
Ohio
$342K
BFG
892
Bouchey Financial Group
New York
$342K +$81 +1 +0%
Wellington Management Group
893
Wellington Management Group
Massachusetts
$341K
RBC
894
Roble Belko & Company
Pennsylvania
$338K -$26.1K -322 -7%
ST
895
Sentinel Trust
Texas
$338K
AIA
896
Arbor Investment Advisors
North Carolina
$337K
HWM
897
Hohimer Wealth Management
Washington
$336K
S
898
Sunpointe
Missouri
$336K +$336K +4,148 New
VCM
899
Versant Capital Management
Arizona
$336K
BWP
900
Bernardo Wealth Planning
Pennsylvania
$335K