IWR icon

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 %
PWA
976
Prairie Wealth Advisors
Nebraska
$350K
RWM
977
Rockwood Wealth Management
Pennsylvania
$349K +$349K +3,950 New
DPI
978
Diversified Portfolios Inc
Michigan
$349K -$6.19K -70 -2%
FDCDDQ
979
Federation des caisses Desjardins du Quebec
Quebec, Canada
$348K
CAL
980
Capital Analysts LLC
Pennsylvania
$346K +$36.6K +415 +12%
FNA
981
First National Advisers
Nebraska
$345K
RA
982
RFG Advisory
Alabama
$344K +$32.1K +363 +10%
VNA
983
Valley National Advisers
Pennsylvania
$343K
BWP
984
Bernardo Wealth Planning
Pennsylvania
$343K
UL
985
Unionview LLC
Washington
$342K +$1.06K +12 +0.3%
BB
986
Bell Bank
North Dakota
$340K -$20.4K -231 -6%
HP
987
Holistic Planning
Texas
$340K +$23.2K +263 +7%
WI
988
Wedgewood Investors
Pennsylvania
$339K -$14.6K -165 -4%
TRIA
989
Trail Ridge Investment Advisors
Colorado
$339K +$14.6K +165 +4%
AFTS
990
American Financial & Tax Strategies
New York
$339K -$1.59K -18 -0.5%
AWA
991
Arkadios Wealth Advisors
Georgia
$339K +$50.6K +572 +18%
WW
992
Waterfront Wealth
Kansas
$338K +$88 +1 +0%
PPW
993
PACK Private Wealth
Minnesota
$338K
FA
994
Financial Alternatives
California
$337K
VFG
995
V2 Financial group
Illinois
$336K
CCMG
996
Clark Capital Management Group
Pennsylvania
$335K +$335K +3,785 New
EWM
997
Evermay Wealth Management
Virginia
$335K
CAM
998
CPA Asset Management
Florida
$334K -$2.92K -33 -0.9%
RBWA
999
RFG - Bristol Wealth Advisors
Massachusetts
$334K +$334K +3,776 New
SWA
1000
Sax Wealth Advisors
New Jersey
$331K