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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 %
AF
951
Arrow Financial
New York
$368K -$4.86K -55 -1%
ST
952
Sentinel Trust
Texas
$368K
RWA
953
Redhawk Wealth Advisors
Minnesota
$367K +$1.33K +15 +0.4%
VCM
954
Versant Capital Management
Arizona
$366K
FCB
955
First County Bank
Connecticut
$364K
NRI
956
NFP Retirement Inc
California
$364K -$81.8K -925 -18%
IIA
957
Integral Investment Advisors
California
$364K
CFS
958
CRA Financial Services
New Jersey
$363K +$2.65K +30 +0.7%
BTD
959
BankPlus Trust Department
Mississippi
$362K +$362K +4,095 New
NA
960
Novus Advisors
South Carolina
$360K +$360K +4,073 New
LFS
961
Lutz Financial Services
Nebraska
$360K
SFMG
962
Sage Financial Management Group
Virginia
$359K
Betterment LLC
963
Betterment LLC
New York
$359K +$3.27K +37 +0.9%
AIA
964
Arbor Investment Advisors
North Carolina
$358K -$9.37K -106 -3%
CFG
965
Clayton Financial Group
Missouri
$357K +$972 +11 +0.3%
AWM
966
Aprio Wealth Management
Georgia
$357K -$2.03K -23 -0.6%
BAAM
967
Baker Avenue Asset Management
California
$356K -$34K -385 -9%
MFG
968
Magnus Financial Group
New York
$356K +$1.24K +14 +0.3%
HB
969
HTLF Bank
Colorado
$356K -$10.8K -122 -3%
PWA
970
Phoenix Wealth Advisors
North Carolina
$354K
RW
971
REDW Wealth
New Mexico
$354K -$194K -2,196 -35%
KFP
972
KMG Fiduciary Partners
Ohio
$353K +$265 +3 +0.1%
National Bank of Canada
973
National Bank of Canada
Quebec, Canada
$353K +$216K +2,445 +158%
AF
974
Advisornet Financial
Minnesota
$351K +$12.7K +144 +4%
APP
975
Avantax Planning Partners
Iowa
$350K -$20K -226 -5%