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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 %
TVAMP
976
Tennessee Valley Asset Management Partners
Tennessee
$264K +$486 +6 +0.2%
OHWP
977
Oak Harbor Wealth Partners
North Carolina
$264K
LI
978
LVZ Inc
Michigan
$263K
OWA
979
Octavia Wealth Advisors
Ohio
$262K +$13.1K +162 +5%
AG
980
AlTi Global
New York
$261K +$3.49K +43 +1%
HHAA
981
Henry H. Armstrong Associates
Pennsylvania
$260K +$260K +3,205 New
RA
982
RFG Advisory
Alabama
$259K +$21.6K +266 +9%
VDI
983
Vaughan David Investments
Illinois
$259K
EBT
984
Enterprise Bank & Trust
Massachusetts
$259K
CCFM
985
Clear Creek Financial Management
Washington
$258K
RBC
986
Romano Brothers & Co
Illinois
$257K
GIA
987
Guyasuta Investment Advisors
Pennsylvania
$257K
FAM
988
Formidable Asset Management
Ohio
$256K
TAM
989
Townsend Asset Management
North Carolina
$255K +$324 +4 +0.1%
SB
990
Strategic Blueprint
Georgia
$255K
SAI
991
Savvy Advisors Inc
New York
$254K +$3.89K +48 +2%
IP
992
Ignite Planners
California
$254K +$254K +3,146 New
EA
993
Emerald Advisors
Washington
$253K
TW
994
TritonPoint Wealth
Maryland
$252K +$252K +3,110 New
MHIC
995
Marble Harbor Investment Counsel
Massachusetts
$251K
GOCP
996
Great Oak Capital Partners
Massachusetts
$250K
HCP
997
Holt Capital Partners
Texas
$250K
IAIM
998
International Assets Investment Management
Florida
$250K +$11.8K +145 +5%
CFS
999
CRA Financial Services
New Jersey
$250K -$33K -407 -12%
PAM
1000
Peak Asset Management
Colorado
$249K -$73K -900 -23%