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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 %
FAM
1001
Flaharty Asset Management
Florida
$250K -$12.6K -150 -5%
GWM
1002
GSB Wealth Management
Connecticut
$250K
EFN
1003
Equita Financial Network
Pennsylvania
$250K -$139K -1,656 -36%
FWM
1004
Fairhaven Wealth Management
Illinois
$249K
GLA
1005
Good Life Advisors
Pennsylvania
$248K +$5.21K +62 +2%
FBT
1006
First Bank & Trust
South Dakota
$247K
TH
1007
TCTC Holdings
Texas
$247K
RA
1008
RFG Advisory
Alabama
$246K +$420 +5 +0.2%
AF
1009
Apexium Financial
Texas
$246K -$435K -5,167 -64%
FIM
1010
Fernwood Investment Management
Massachusetts
$246K
IAIM
1011
International Assets Investment Management
Florida
$245K -$47.8K -572 -16%
PMG
1012
ProVise Management Group
Florida
$245K -$43.5K -517 -15%
TC
1013
TAGStone Capital
North Carolina
$245K
TA
1014
TruWealth Advisors
Louisiana
$244K -$9K -107 -4%
LNB
1015
Ledyard National Bank
$243K +$21.3K +253 +10%
HBW
1016
Hazlett, Burt & Watson
West Virginia
$243K +$205K +2,435 +534%
FDDB
1017
Fidelity D&D Bancorp
Pennsylvania
$243K -$81.9K -974 -25%
OW
1018
Olistico Wealth
Oklahoma
$241K +$252 +3 +0.1%
DIP
1019
Davis Investment Partners
North Carolina
$239K
GKIM
1020
GW&K Investment Management
Massachusetts
$238K
FRA
1021
Front Row Advisors
California
$237K +$60.6K +721 +34%
GAA
1022
Global Assets Advisory
Florida
$236K +$236K +19,715 New
HS
1023
Horan Securities
United States
$235K -$64.3K -765 -21%
PCTC
1024
Perkins Coie Trust Company
Washington
$235K
AMM
1025
American Money Management
California
$235K