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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 %
GSWM
926
Golden State Wealth Management
California
$387K +$387K +4,375 New
GPA
927
Guidance Point Advisors
Massachusetts
$387K +$354 +4 +0.1%
WCF
928
West Coast Financial
California
$386K
MAM
929
MWA Asset Management
Massachusetts
$386K +$4.42K +50 +1%
HPC
930
HM Payson & Co
Maine
$385K -$53K -600 -12%
PCA
931
Peddock Capital Advisors
Massachusetts
$384K +$4.24K +48 +1%
OL
932
Optas LLC
Texas
$384K
EA
933
Eclectic Associates
California
$383K +$118K +1,334 +44%
WCWM
934
Willow Creek Wealth Management
California
$381K +$2.92K +33 +0.8%
BFG
935
Bouchey Financial Group
New York
$380K +$6.45K +73 +2%
QPW
936
Quantum Private Wealth
Florida
$379K
PPW
937
Parcion Private Wealth
Washington
$379K +$379K +4,288 New
GKIM
938
GW&K Investment Management
Massachusetts
$378K +$132K +1,494 +54%
FAG
939
Fortitude Advisory Group
Washington
$378K
KWA
940
Kingswood Wealth Advisors
California
$378K +$109K +1,228 +40%
MCI
941
MRP Capital Investments
Georgia
$378K +$150K +1,700 +66%
LWMM
942
Legacy Wealth Management (Mississippi)
Mississippi
$377K -$394K -4,462 -51%
CBOR
943
Community Bank of Raymore
Missouri
$374K
BZWA
944
Blue Zone Wealth Advisors
California
$374K +$3.45K +39 +0.9%
DWM
945
Dechtman Wealth Management
Colorado
$373K -$58.8K -665 -14%
Wellington Management Group
946
Wellington Management Group
Massachusetts
$371K
Fisher Asset Management
947
Fisher Asset Management
Washington
$371K +$371K +4,199 New
CCM
948
Colorado Capital Management
Colorado
$371K -$14.7K -166 -4%
DWAM
949
Duncan Williams Asset Management
Tennessee
$370K -$2.21K -25 -0.6%
First Manhattan
950
First Manhattan
New York
$370K +$62.2K +704 +20%