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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 %
GLA
1001
Good Life Advisors
Pennsylvania
$331K -$170K -1,928 -34%
PPC
1002
Park Place Capital
Alabama
$329K +$78.1K +883 +31%
MMPW
1003
Mitchell McLeod Pugh & Williams
Alabama
$329K
WCM
1004
Winthrop Capital Management
Indiana
$329K +$329K +3,716 New
ICM
1005
IMS Capital Management
Oregon
$327K
MCCP
1006
Mission Creek Capital Partners
California
$325K
ATC
1007
Adirondack Trust Company
New York
$323K
RWP
1008
Revolve Wealth Partners
New Jersey
$323K +$323K +3,656 New
OHWP
1009
Oak Harbor Wealth Partners
North Carolina
$320K +$33K +373 +11%
LWMNY
1010
Landmark Wealth Management (New York)
New York
$320K -$3.09K -35 -1%
VFG
1011
Victory Financial Group
Texas
$320K +$320K +3,618 New
LWAM
1012
Legacy Wealth Asset Management
Minnesota
$320K +$320K +3,616 New
LIA
1013
LBMC Investment Advisors
Tennessee
$319K
UCB
1014
United Community Bank
South Carolina
$318K -$7.51K -85 -2%
PCM
1015
Poehling Capital Management
Wisconsin
$317K
BWP
1016
Burling Wealth Partners
Illinois
$316K +$316K +3,580 New
DSN
1017
D. Scott Neal
Kentucky
$315K
KCPG
1018
Kavar Capital Partners Group
Kansas
$315K -$3.71K -42 -1%
MAS
1019
Madden Advisory Services
Florida
$313K +$973 +11 +0.3%
UBV
1020
United Bank (Virginia)
Virginia
$313K -$688K -7,788 -69%
TDWM
1021
Topel & Distasi Wealth Management
California
$312K -$110K -1,244 -26%
HCM
1022
Howland Capital Management
Massachusetts
$311K -$168K -1,900 -35%
WWP
1023
Wise Wealth Partners
Arizona
$310K +$310K +3,511 New
NPT
1024
Nixon Peabody Trust
Massachusetts
$309K +$309K +3,500 New
AWAG
1025
ARS Wealth Advisors Group
Florida
$309K +$177 +2 +0.1%