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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 %
FCH
876
Freestone Capital Holdings
Washington
$440K -$88.2K -998 -17%
PCH
877
PGIM Custom Harvest
New Jersey
$440K +$125K +1,409 +40%
ET
878
Equitable Trust
Tennessee
$439K +$439K +4,966 New
CWM
879
Castle Wealth Management
Florida
$438K
ICP
880
Impact Capital Partners
Colorado
$438K +$438K +4,960 New
AFA
881
Antonelli Financial Advisors
Michigan
$438K +$438K +4,960 New
TC
882
Trust Company
Kansas
$438K -$9.9K -112 -2%
CIC
883
Carnegie Investment Counsel
Ohio
$437K
JFG
884
Jefferies Financial Group
New York
$431K +$12.1K +137 +3%
CWM
885
Campbell Wealth Management
Virginia
$431K +$431K +4,877 New
CA
886
CoreCap Advisors
Michigan
$430K -$16.4K -185 -4%
MCM
887
M1 Capital Management
Michigan
$429K +$429K +4,858 New
TGAM
888
TBH Global Asset Management
Tennessee
$428K -$2.56K -29 -0.6%
FFC
889
First Financial Corp
Indiana
$428K
IWP
890
Invenio Wealth Partners
Florida
$428K
CT
891
Colonial Trust
South Carolina
$427K
PL
892
Plancorp LLC
Missouri
$426K
CI
893
Clal Insurance
Israel
$425K +$425K +4,804 New
Deutsche Bank
894
Deutsche Bank
Germany
$421K -$108K -1,226 -20%
PCG
895
Prosperity Consulting Group
Maryland
$421K
BFM
896
Broadview Financial Management
Wisconsin
$420K -$5.48K -62 -1%
NCM
897
NCM Capital Management
New Jersey
$420K +$17.7K +200 +4%
I
898
InvesTrust
Oklahoma
$419K +$419K +4,743 New
4WM
899
49 Wealth Management
Texas
$418K -$442 -5 -0.1%
JIC
900
Joel Isaacson & Co
New York
$417K +$972 +11 +0.2%