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iShares Russell Mid-Cap ETF

1,249 hedge funds and large institutions have $27.1B invested in iShares Russell Mid-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 380 increasing their positions, 473 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,249
Holders Change
+6
Holders Change %
+0.48%
% of All Funds
18.11%
Holding in Top 10
64
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.93%
New
86
Increased
380
Reduced
473
Closed
61
Calls
$12.4M
Puts
$976K
Net Calls
+$11.4M
Net Calls Change
-$2.65M
Name Holding Trade Value Shares
Change
Shares
Change %
UL
901
Unionview LLC
Washington
$323K +$757 +9 +0.2%
RZH
902
Relyea Zuckerberg Hanson
Connecticut
$322K +$94.3K +1,121 +41%
PPW
903
PACK Private Wealth
Minnesota
$321K
Betterment LLC
904
Betterment LLC
New York
$321K +$18.8K +224 +6%
FA
905
Financial Alternatives
California
$321K
CWM
906
Congress Wealth Management
Massachusetts
$320K -$59K -702 -16%
VFG
907
V2 Financial group
Illinois
$320K
EWM
908
Evermay Wealth Management
Virginia
$318K
MOS
909
MGO One Seven
Ohio
$317K +$14.5K +172 +5%
GSIS
910
Global Strategic Investment Solutions
Arizona
$313K +$841 +10 +0.3%
FFA
911
Fragasso Financial Advisors
Pennsylvania
$312K +$51.5K +613 +20%
BAM
912
Belpointe Asset Management
Nevada
$312K +$64.1K +762 +26%
ICM
913
IMS Capital Management
Oregon
$311K
FEG
914
Fund Evaluation Group
Ohio
$310K
KCPG
915
Kavar Capital Partners Group
Kansas
$310K -$326K -3,874 -51%
First Manhattan
916
First Manhattan
New York
$310K
UCB
917
United Community Bank
South Carolina
$310K
MCCP
918
Mission Creek Capital Partners
California
$309K +$6.73K +80 +2%
PIM
919
Penobscot Investment Management
Massachusetts
$309K
LWMNY
920
Landmark Wealth Management (New York)
New York
$308K -$673 -8 -0.2%
SWA
921
Sax Wealth Advisors
New Jersey
$306K -$10.9K -130 -3%
AWC
922
Abundance Wealth Counselors
Pennsylvania
$303K
CAL
923
Capital Analysts LLC
Pennsylvania
$303K +$168 +2 +0.1%
GWMR
924
GC Wealth Management RIA
Massachusetts
$303K
PCM
925
Poehling Capital Management
Wisconsin
$302K +$43.1K +512 +17%