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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 %
VBWMG
951
Von Berge Wealth Management Group
California
$278K
ORC
952
O'Rourke & Company
Massachusetts
$277K
MSA
953
Marino Stram & Associates
Massachusetts
$277K +$673 +8 +0.2%
EFG
954
Everhart Financial Group
Ohio
$277K -$65.1K -774 -19%
MIM
955
Macroview Investment Management
Maryland
$276K +$102K +1,211 +58%
MIC
956
Meridian Investment Counsel
California
$275K
OHWP
957
Oak Harbor Wealth Partners
North Carolina
$273K
LI
958
LVZ Inc
Michigan
$273K
NCTC
959
New Covenant Trust Company
Indiana
$273K +$273K +3,248 New
TVAMP
960
Tennessee Valley Asset Management Partners
Tennessee
$273K -$597K -7,101 -69%
VDI
961
Vaughan David Investments
Illinois
$269K
EBT
962
Enterprise Bank & Trust
Massachusetts
$268K -$2.19K -26 -0.8%
CCFM
963
Clear Creek Financial Management
Washington
$267K -$673 -8 -0.3%
AG
964
AlTi Global
New York
$267K +$7.32K +87 +3%
RBC
965
Romano Brothers & Co
Illinois
$267K
PPC
966
Park Place Capital
Alabama
$266K -$82.3K -979 -24%
FAM
967
Formidable Asset Management
Ohio
$266K
TA
968
TFG Advisers
Michigan
$266K -$10.6K -126 -4%
TAM
969
Townsend Asset Management
North Carolina
$265K +$336 +4 +0.1%
SB
970
Strategic Blueprint
Georgia
$264K +$42.8K +509 +19%
MFG
971
Merit Financial Group
Georgia
$263K -$41.8K -517 -14%
EA
972
Emerald Advisors
Washington
$262K
FBC
973
Fairfield, Bush & Co
Connecticut
$261K
MHIC
974
Marble Harbor Investment Counsel
Massachusetts
$260K
HCP
975
Holt Capital Partners
Texas
$259K