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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 %
LFA
901
Legacy Financial Advisors
Kentucky
$417K
HFP
902
Holistic Financial Partners
Indiana
$417K +$9.9K +112 +2%
CB
903
Cadence Bank
Mississippi
$416K
Millennium Management
904
Millennium Management
New York
$415K +$415K +4,693 New
ACA
905
Affinity Capital Advisors
California
$410K -$2.13K -24 -0.5%
PVI
906
Pine Valley Investments
New Jersey
$405K +$405K +4,584 New
PFGIA
907
Patriot Financial Group Insurance Agency
Massachusetts
$404K -$2.3K -26 -0.6%
AEPWM
908
Atlantic Edge Private Wealth Management
Florida
$403K
PWM
909
PBMares Wealth Management
Virginia
$402K
KWMG
910
King Wealth Management Group
Florida
$400K
TC
911
TownSquare Capital
Utah
$398K +$60.3K +682 +18%
AA
912
Advisory Alpha
Michigan
$397K +$14.7K +166 +4%
PFBT
913
Parkside Financial Bank & Trust
Missouri
$395K +$137K +1,550 +53%
AG
914
Ascent Group
Virginia
$394K
HWM
915
Hohimer Wealth Management
Washington
$393K +$26.5K +300 +7%
TI
916
Truepoint Inc
Ohio
$392K +$19.3K +218 +5%
CCA
917
Checchi Capital Advisers
California
$392K
BWA
918
BlueChip Wealth Advisors
Georgia
$391K
FPW
919
Flagship Private Wealth
Massachusetts
$390K +$1.41K +16 +0.4%
HCM
920
HMS Capital Management
Tennessee
$388K
NIM
921
Northeast Investment Management
Massachusetts
$388K
MIM
922
MTM Investment Management
South Carolina
$388K -$6.72K -76 -2%
DAS
923
Diversify Advisory Services
Utah
$387K +$387K +4,416 New
CF
924
Centaurus Financial
California
$387K +$78K +881 +25%
PA
925
PFG Advisors
Arizona
$387K -$12K -136 -3%