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iShares Russell Mid-Cap ETF

1,234 hedge funds and large institutions have $27.4B invested in iShares Russell Mid-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 417 increasing their positions, 414 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,234
Holders Change
-15
Holders Change %
-1.2%
% of All Funds
17.95%
Holding in Top 10
65
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.56%
% of All Funds
0.95%
New
80
Increased
417
Reduced
414
Closed
79
Calls
$6.97M
Puts
$1.14M
Net Calls
+$5.83M
Net Calls Change
-$5.6M
Name Holding Trade Value Shares
Change
Shares
Change %
WW
951
Waterfront Wealth
Kansas
$287K +$81 +1 +0%
AWA
952
Arkadios Wealth Advisors
Georgia
$286K +$286K +3,521 New
CAL
953
Capital Analysts LLC
Pennsylvania
$284K -$8.75K -108 -3%
AWAG
954
ARS Wealth Advisors Group
Florida
$283K -$50.1K -618 -15%
BGAI
955
Bruce G. Allen Investments
Colorado
$280K +$730 +9 +0.3%
BCAM
956
Boston Common Asset Management
Massachusetts
$279K
PCH
957
PGIM Custom Harvest
New Jersey
$279K +$58.8K +725 +27%
NCTC
958
New Covenant Trust Company
Indiana
$278K +$6.84K +82 +3%
APW
959
Acima Private Wealth
Virginia
$276K
FPFS
960
First Personal Financial Services
North Carolina
$275K -$60.8K -750 -18%
HIM
961
Hanlon Investment Management
New Jersey
$275K +$275K +3,387 New
W
962
WealthCollab
Washington
$273K
BCI
963
Brinker Capital Investments
Pennsylvania
$272K +$272K +3,360 New
OPS
964
Orion Portfolio Solutions
Nebraska
$272K +$272K +3,360 New
LIA
965
LBMC Investment Advisors
Tennessee
$271K
KA
966
Kure Advisory
Minnesota
$270K +$270K +3,335 New
USB
967
Union Savings Bank
Connecticut
$270K +$89.9K +1,109 +50%
AWA
968
Aaron Wealth Advisors
Illinois
$268K -$73.9K -912 -22%
OS
969
Objectivity Squared
South Carolina
$268K +$683 +8 +0.3%
ABC
970
Associated Banc-Corp
Wisconsin
$268K +$69.7K +860 +35%
RTC
971
Riverview Trust Company
Washington
$267K -$8.11K -100 -3%
ORC
972
O'Rourke & Company
Massachusetts
$267K
EFG
973
Everhart Financial Group
Ohio
$267K
VBWMG
974
Von Berge Wealth Management Group
California
$266K
MIC
975
Meridian Investment Counsel
California
$266K