IWR icon

iShares Russell Mid-Cap ETF

1,284 hedge funds and large institutions have $29.7B invested in iShares Russell Mid-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 401 increasing their positions, 417 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,284
Holders Change
+50
Holders Change %
+4.05%
% of All Funds
18.57%
Holding in Top 10
68
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.62%
% of All Funds
0.98%
New
111
Increased
401
Reduced
417
Closed
46
Calls
$7.9M
Puts
$2.34M
Net Calls
+$5.56M
Net Calls Change
-$269K
Name Holding Trade Value Shares
Change
Shares
Change %
VCM
901
Versant Capital Management
Arizona
$365K
RWA
902
Redhawk Wealth Advisors
Minnesota
$365K -$6.15M -69,766 -94%
FCB
903
First County Bank
Connecticut
$363K +$363K +4,120 New
IIA
904
Integral Investment Advisors
California
$363K -$24.3K -276 -6%
CFS
905
CRA Financial Services
New Jersey
$359K +$87.9K +997 +32%
BB
906
Bell Bank
North Dakota
$359K
AI
907
Atria Investments
North Carolina
$359K -$728K -8,260 -67%
LFS
908
Lutz Financial Services
Nebraska
$359K
SFMG
909
Sage Financial Management Group
Virginia
$358K +$358K +4,059 New
AWM
910
Aprio Wealth Management
Georgia
$358K +$1.5K +17 +0.4%
D
911
Dentgroup
Louisiana
$356K -$355K -4,029 -50%
WP
912
WealthShield Partners
North Carolina
$356K
Betterment LLC
913
Betterment LLC
New York
$355K +$8.72K +99 +3%
CFG
914
Clayton Financial Group
Missouri
$355K +$27K +306 +8%
DPI
915
Diversified Portfolios Inc
Michigan
$354K -$79.3K -900 -18%
MFG
916
Magnus Financial Group
New York
$354K +$1.32K +15 +0.4%
WI
917
Wedgewood Investors
Pennsylvania
$353K -$27.2K -309 -7%
PWA
918
Phoenix Wealth Advisors
North Carolina
$353K -$150K -1,700 -30%
KFP
919
KMG Fiduciary Partners
Ohio
$352K +$1.5K +17 +0.4%
BWP
920
Bernardo Wealth Planning
Pennsylvania
$351K -$19.8K -221 -5%
SPC
921
Spirepoint Private Client
Florida
$350K
PWA
922
Prairie Wealth Advisors
Nebraska
$349K
FDCDDQ
923
Federation des caisses Desjardins du Quebec
Quebec, Canada
$347K -$6.17K -70 -2%
FNA
924
First National Advisers
Nebraska
$344K
VNA
925
Valley National Advisers
Pennsylvania
$342K