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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 %
FBT
1026
First Bank & Trust
South Dakota
$239K
AF
1027
Apexium Financial
Texas
$237K +$568 +7 +0.2%
PFBT
1028
Parkside Financial Bank & Trust
Missouri
$237K +$53.5K +660 +29%
DIP
1029
Davis Investment Partners
North Carolina
$237K
FIM
1030
Fernwood Investment Management
Massachusetts
$237K
TIM
1031
Tortoise Investment Management
New York
$236K -$39.3K -485 -14%
TC
1032
TAGStone Capital
North Carolina
$236K
TA
1033
TruWealth Advisors
Louisiana
$236K
FDDB
1034
Fidelity D&D Bancorp
Pennsylvania
$234K
FBC
1035
Fairfield, Bush & Co
Connecticut
$234K -$17.4K -215 -7%
HWM
1036
Horizons Wealth Management
North Carolina
$233K
OW
1037
Olistico Wealth
Oklahoma
$232K +$162 +2 +0.1%
PMG
1038
ProVise Management Group
Florida
$231K -$4.78K -59 -2%
PPC
1039
Park Place Capital
Alabama
$230K -$26.4K -325 -10%
FA
1040
FF Advisors
California
$230K +$230K +2,839 New
SC
1041
Stephenson & Company
California
$230K +$3.16K +39 +1%
GLA
1042
Good Life Advisors
Pennsylvania
$230K -$9.24K -114 -4%
HS
1043
Horan Securities
United States
$228K +$486 +6 +0.2%
AMM
1044
American Money Management
California
$227K
PIAS
1045
PCA Investment Advisory Services
Ohio
$227K +$81 +1 +0%
TH
1046
TCTC Holdings
Texas
$227K -$11.3K -139 -5%
LNB
1047
Ledyard National Bank
$226K -$8.27K -102 -4%
GKIM
1048
GW&K Investment Management
Massachusetts
$226K -$4.06K -50 -2%
EW
1049
Enzi Wealth
Texas
$226K -$61.3K -760 -21%
PCTC
1050
Perkins Coie Trust Company
Washington
$225K -$1.62K -20 -0.7%